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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.

Environ 1 h 15 min

Get Started with Insurance Agent Console

Environ 5 min

Give Sales Agents a 360-Degree View of Policyholders

Environ 5 min

Create a New Life Event

Environ 25 min

Review the Policies Tab

Environ 5 min

Give Service Reps a 360-Degree View of Policyholders

Environ 5 min

Automate Repetitive Business Processes with Salesforce Flow

Environ 30 min

Environ 1 h 15 min

Disponible dans ces parcours