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Design and Build Experiences for the Digital Insurance Platform
Trail

Design and Build Experiences for the Digital Insurance Platform

Learn how to model, create, and manage quotes and claims.

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This Trail may include content that is only available in English. Learn More
+2,700 points
Intermediate
Administrator
~3 hrs 20 mins

Design and Build Experiences for the Digital Insurance Platform

+2,700 Points
~3 hrs 20 mins • 6 Steps
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Product Modeling for Insurance Quoting

Discover the main components that power quotes and policies.

+400 Points
~35 mins
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Rating Procedures for Insurance Quoting

Configure rating to calculate premiums accurately.

+500 Points
~45 mins
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Business Processes for Insurance Quoting

Build OmniScripts to help users find and rate products for quoting.

+500 Points
~30 mins
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Claims Modeling for Insurance

Discover best practices to model claims for insurance policies.

+400 Points
~30 mins
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Claims Creation for Insurance

Explore the objects, tools, and services for issuing insurance claims.

+300 Points
~25 mins
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Claims Management and Automation for Insurance

Digitally manage and automate your claims handling and resolution.

+600 Points
~35 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • Data Management
  • Customer Service
  • Business Analysis
  • Business Intelligence
  • Product Development

Products

  • Agentforce Financial Services

Industries

  • Financial Services

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