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Trailhead

Get to Know the Digital Insurance Platform

Salesforce via Trailhead

Overview

Learn about the insurance industry and how companies can meet business challenges through digital transformation.
  • Discover insurance industry processes, market models, and the challenges driving change.
  • Discover how the platform transforms insurers and partners into modern digital businesses.
  • Discover how companies transform quoting experiences for their employees and customers.
  • Discover how to transform policy administration for insurance companies and customers.
  • Transform group insurance with automated contracts, promoted enrollment, and more.
  • Learn how Claims Management transforms the claims lifecycle for insurance companies.
  • Use the insurance data model to plan, manage, and track your insurance business.

Syllabus

  • The Insurance Industry
    • Get to Know the Commercial Insurance Industry
    • Understand the Types of Insurance Companies
    • Explore Insurance Products, Processes, and Practices
    • Meet the Industry Challenges Driving Digital Transformation
  • Digital Insurance Platform Foundations
    • Meet the Digital Insurance Platform
    • Dive into Platform Capabilities
    • Work with the Platform
    • Transform Your Insurance Business
  • Insurance Quoting Foundations
    • Get Started with Quoting
    • Work with Quote, Rate, and Apply
    • Dive into Product Modeling
    • Calculate Quotes with Rating
    • Explore Quoting Processes
    • Transform Quoting for the Business
  • Individual Insurance Policy Administration Foundations
    • Meet Individual Policy Administration
    • Get to Know Individual Policy Administration
    • Dive Into Issuing Policies
    • Learn About Modifying Policies
    • Explore Policy Renewal and Cancellation
    • Transform Insurance with Individual Policy Administration
  • Group Insurance Contracts and Enrollments Foundations
    • Get to Know Group Insurance Contracts and Enrollments
    • Discover the Solution with Contract and Enroll
    • Work with Contracts and Enrollments
    • Dive Into Contracts and Enrollments
    • Transform with Contract and Enroll
  • Insurance Claims Foundations
    • Meet Claims Management
    • Get to Know Claims Management
    • Explore Claims Product Modeling
    • Dig Into the First Notice of Loss
    • Learn How to Manage a Claim
    • Transform Insurance with Claims Management
  • Insurance Data Model
    • Get to Know the Insurance Data Model
    • Explore Insurance Policy Coverage, Assets, and Transactions
    • Work with Quotes and Group Contracts
    • Relate Producers, Policies, and Legal Entities
    • Say Hello to Insurance Claims

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