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Insurance for Financial Services Cloud lets you effectively manage claims and policies, ensure customer satisfaction, and grow your business. Track product performance based on key metrics for policies, quotes, and commissions.
- Get to Know the Insurance Data Model | Salesforce Trailhead
Built-in collaboration with Salesforce partners and...
- Explore Insurance Policy Coverage, Assets, and Transactions - Trailhead
List the key attributes of a typical insurance policy....
- Insurance CRM: Connected Solutions for Insurers | Salesforce
Salesforce can improve the efficiency of insurance...
- Get to Know the Insurance Data Model | Salesforce Trailhead
The insurance-specific analytics for Financial Services Cloud (FSC), a comprehensive set of CRM Analytics dashboards, offers insurance executives and managers insights into their book of business and identifies opportunities to improve sales.
Built-in collaboration with Salesforce partners and customers, the insurance data model provides out-of-the-box functionality to organize your data in Salesforce. It enables insurance companies of all sizes to connect with their clients, sales reps, and service agents.
Get to Know the Digital Insurance Platform. Deliver Personalized Insurance Service with Financial Services Cloud. Use the insurance data model to plan, manage, and track your insurance business.
1 Ιαν 2022 · List the key attributes of a typical insurance policy. Understand the data model behind coverage details. Explain the approach to modeling payment information. Describe how the insurance data model supports a workers’ compensation policy.
Salesforce can improve the efficiency of insurance operations and systems with data-driven automation — speeding up claims processes, billing, risk analytics, and propensity. With smooth connected operations, you can transform your customer service while keeping costs low.
15 Απρ 2021 · Salesforce Industries has extended the Salesforce standard object model to include a deep insurance data model. This industry-specific data model can help you reduce the cost to serve and...