Skip to main content Join the Agentforce Hackathon on Nov. 18-19 to compete for a $20,000 Grand Prize. Sign up now. Terms apply.
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.

Start
+2,700 points
Intermediate
Administrator
~3 hrs 20 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Product Development
  • Data Management
  • Customer Service
  • Business Analysis
  • Business Intelligence

Products

  • Financial Services Cloud

Industries

  • Financial Services
+2,700 points
Intermediate
Administrator
~3 hrs 20 mins
+400 points
Module

Product Modeling for Insurance Quoting

Discover the main components that power quotes and policies.

~35 mins
+500 points
Module

Rating Procedures for Insurance Quoting

Configure rating to calculate premiums accurately.

~45 mins
+500 points
Module

Business Processes for Insurance Quoting

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

~30 mins
+400 points
Module

Claims Modeling for Insurance

Discover best practices to model claims for insurance policies.

~30 mins
+300 points
Module

Claims Creation for Insurance

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

~25 mins
+600 points
Module

Claims Management and Automation for Insurance

Digitally manage and automate your claims handling and resolution.

~35 mins
~3 hrs 20 mins