Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Deliver Personalized Insurance Service with Financial Services Cloud

Salesforce via Trailhead

Go to class Write review

Details

Provider

Trailhead
Pricing

Free Online Course
Languages

English
Duration & workload

5-6 hours
Sessions

On-Demand

Found in

Coursera

All Coursera Certificates 40% Off

Scrimba

Our career paths help you become job ready faster

Overview

Coursera Flash Sale

40% Off Coursera Plus for 3 Months!

Manage, track, and automate customer interactions with Financial Services Cloud

Learn how the insurance platform can help deliver connected customer experiences.
Deliver connected customer experiences with the insurance platform.
Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
Use the insurance data model to plan, manage, and track your insurance business.

Syllabus

Insurance for Financial Services Cloud Admin Essentials

Say Hello to Insurance for Financial Services Cloud
Get Started with Admin Essentials
Set Up Advanced Access to Insurance Features
Enable Distributor Performance Management
Set Up Producers
Set Up a Portal for Independent Insurance Agents

Insurance for Financial Services Cloud Admin Advanced Features

Set Up Life Events and Business Milestones
Set Up Essential Features of Insurance Policies and Claims
Set Up Advanced Features of Insurance Policies and Claims
Finalize Your Insurance Setup

Insurance Data Model

Get to Know the Insurance Data Model
Explore Insurance Policy Coverage, Assets, and Transactions
Work with Quotes and Group Contracts
Relate Producers, Policies, and Legal Entities
Say Hello to Insurance Claims

Tags

united states

Reviews

Start your review of Deliver Personalized Insurance Service with Financial Services Cloud