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Trailhead

Design and Build Experiences for the Digital Insurance Platform

Salesforce via Trailhead

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Overview

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Learn how to model, create, and manage quotes and claims.
  • Discover the main components that power quotes and policies.
  • Configure rating to calculate premiums accurately.
  • Build OmniScripts to help users find and rate products for quoting.
  • Discover best practices to model claims for insurance policies.
  • Explore the objects, tools, and services for issuing insurance claims.
  • Digitally manage and automate your claims handling and resolution.

Syllabus

  • Product Modeling for Insurance Quoting
    • Explore the Product Model
    • Discover Attributes
    • Explore Specs
    • Get to Know the Root Product
  • Rating Procedures for Insurance Quoting
    • Rate a Product
    • Prepare Rating Information
    • Create Decision Matrices for Rating
    • Build Expression Sets for Rating
    • Integrate Expression Sets for Rating
  • Business Processes for Insurance Quoting
    • Create OmniScripts for Quoting
    • Collect the Data
    • Get Product Details
    • Show Product Details
    • Create the Quote
  • Claims Modeling for Insurance
    • Set Up the Product Model
    • Get to Know Power Attributes
    • Define the Scope of Power Attributes
    • Configure the Claim Model
  • Claims Creation for Insurance
    • Prepare the Policy
    • Configure the Claim Data
    • Create the Claim
  • Claims Management and Automation for Insurance
    • Open Claim Coverages
    • Create Loss and Expense Payments
    • Issue Claim Payments
    • Set Claim Product Rules
    • Create Actions for Claim Coverages
    • Evaluate Claim Rules

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