+500 points
Module
Insurance for Financial Services Cloud Data Model Basics
Use the insurance data model to plan, manage, and track your insurance business.
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~50 mins
Get to Know the Insurance Data Model
~10 mins
Incomplete
Explore Insurance Policy Coverage, Assets, and Transactions
~10 mins
Incomplete
Relate Producers, Policies, and Legal Entities
~10 mins
Incomplete
Say Hello to Insurance Claims
~10 mins
Incomplete
Understand Your Clients to Serve Them Better
~10 mins
Incomplete
~50 mins
Available on these trails
Structure Your Data in Financial Services Cloud
Deliver Personalized Insurance Service with Financial Services Cloud
Connect with Customers Using Financial Services Cloud
