+2,500 pontos

Trilha

Deliver Personalized Insurance Service with Financial Services Cloud

Manage, track, and automate customer interactions with Financial Services Cloud

~4h30min

+1.400 pontos

Módulo

Insurance Agent Console for Sales and Service

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

~1h45min

Get Started with Insurance Agent Console

~10 min

Give Sales Agents a 360-Degree View of Policyholders

~20 min

Create a New Life Event

~25 min

Review the Policies Tab

~10 min

Give Service Reps a 360-Degree View of Policyholders

~10 min

Automate Repetitive Business Processes with Lightning Flows

~30 min

hideOcultar 6 unidades

+600 pontos

Módulo

Insurance for Financial Services Cloud Admin Essentials

Deliver connected customer experiences with the insurance platform.

~1h55min

Say Hello to Insurance for Financial Services Cloud

~10 min

Get Started with Admin Essentials

~25 min

Set Up Advanced Access to Insurance Features

~20 min

Enable Distributor Performance Management

~20 min

Set Up Producers

~20 min

Set Up a Portal for Independent Insurance Agents

~20 min

showMostrar 6 unidades

+500 pontos

Módulo

Insurance for Financial Services Cloud Data Model Basics

Use the insurance data model to plan, manage, and track your insurance business.

~50min

Get to Know the Insurance Data Model

~10 min

Explore Insurance Policy Coverage, Assets, and Transactions

~10 min

Relate Producers, Policies, and Legal Entities

~10 min

Say Hello to Insurance Claims

~10 min

Understand Your Clients to Serve Them Better

~10 min

showMostrar 5 unidades

~4h30min