Skip to main content
+1,400포인트
모듈
Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
Add to Favorites
Trailmix에 추가
~1시간 15분
Get Started with Insurance Agent Console
~5분
미완료
Give Sales Agents a 360-Degree View of Policyholders
~5분
미완료
Create a New Life Event
~25분
미완료
Review the Policies Tab
~5분
미완료
Give Service Reps a 360-Degree View of Policyholders
~5분
미완료
Automate Repetitive Business Processes with Salesforce Flow
~30분
미완료
~1시간 15분
이 트레일에서 사용 가능
Learn to Work in Financial Services Cloud
Deliver Personalized Insurance Service with Financial Services Cloud
Connect with Customers Using Financial Services Cloud