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Insurance Agent Console for Sales and Service
Learn how the insurance platform can help deliver connected customer experiences.
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~1h45min
Get Started with Insurance Agent Console
~10 min
Incompleto
Give Sales Agents a 360-Degree View of Policyholders
~20 min
Incompleto
Create a New Life Event
~25 min
Incompleto
Review the Policies Tab
~10 min
Incompleto
Give Service Reps a 360-Degree View of Policyholders
~10 min
Incompleto
Automate Repetitive Business Processes with Salesforce Flow
~30 min
Incompleto
~1h45min
Disponível nas seguintes trilhas
Aprender a trabalhar no Financial Services Cloud
Deliver Personalized Insurance Service with Financial Services Cloud
Connect with Customers Using Financial Services Cloud
