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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.

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
Badge

Product Modeling for Insurance Quoting

Discover the main components that power quotes and policies.

~35 mins
+500 points
Badge

Rating Procedures for Insurance Quoting

Configure rating to calculate premiums accurately.

~45 mins
+500 points
Badge

Business Processes for Insurance Quoting

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

~30 mins
+400 points
Badge

Claims Modeling for Insurance

Discover best practices to model claims for insurance policies.

~30 mins
+300 points
Badge

Claims Creation for Insurance

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

~25 mins
+600 points
Badge

Claims Management and Automation for Insurance

Digitally manage and automate your claims handling and resolution.

~35 mins
~3 hrs 20 mins

Discover More

Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.