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+1,400 points

Module

Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~1 hr 15 mins

Get Started with Insurance Agent Console

~5 mins

Give Sales Agents a 360-Degree View of Policyholders

~5 mins

Create a New Life Event

~25 mins

Review the Policies Tab

~5 mins

Give Service Reps a 360-Degree View of Policyholders

~5 mins

Automate Repetitive Business Processes with Salesforce Flow

~30 mins

~1 hr 15 mins

Available on these trails