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Design and Build Experiences for the Digital Insurance Platform

Salesforce via Trailhead

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Details

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Provider

Trailhead
Pricing

Free Online Course
Languages

English
Duration & workload

3 hours 20 minutes
Sessions

On-Demand

Found in

Overview

Learn how to model, create, and manage quotes and claims.

Discover the main components that power quotes and policies.
Configure rating to calculate premiums accurately.
Build OmniScripts to help users find and rate products for quoting.
Discover best practices to model claims for insurance policies.
Explore the objects, tools, and services for issuing insurance claims.
Digitally manage and automate your claims handling and resolution.

Syllabus

Product Modeling for Insurance Quoting

Explore the Product Model
Discover Attributes
Explore Specs
Get to Know the Root Product

Rating Procedures for Insurance Quoting

Rate a Product
Prepare Rating Information
Create Decision Matrices for Rating
Build Expression Sets for Rating
Integrate Expression Sets for Rating

Business Processes for Insurance Quoting

Create OmniScripts for Quoting
Collect the Data
Get Product Details
Show Product Details
Create the Quote

Claims Modeling for Insurance

Set Up the Product Model
Get to Know Power Attributes
Define the Scope of Power Attributes
Configure the Claim Model

Claims Creation for Insurance

Prepare the Policy
Configure the Claim Data
Create the Claim

Claims Management and Automation for Insurance

Open Claim Coverages
Create Loss and Expense Payments
Issue Claim Payments
Set Claim Product Rules
Create Actions for Claim Coverages
Evaluate Claim Rules

Tags

united states

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