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Insurance Agent Console for Sales and Service

Learn how the insurance platform can help deliver connected customer experiences.

~1 h 15 min

Get Started with Insurance Agent Console

~5 min

Give Sales Agents a 360-Degree View of Policyholders

~5 min

Create a New Life Event

~25 min

Review the Policies Tab

~5 min

Give Service Reps a 360-Degree View of Policyholders

~5 min

Automate Repetitive Business Processes with Salesforce Flow

~30 min

~1 h 15 min

Disponível nas seguintes trilhas