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          Get Started With Financial Services Cloud for Insurance

          Get Started With Financial Services Cloud for Insurance

          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. Gain insights into claims performance and financial performance to effectively manage expenses and reserves, and write policies that help boost your revenue. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.

          Use these resources to learn about the features and plan your implementation.

          Financial Services Cloud for Retail Banking banner

          Play button in a circle

          Get Oriented

          What is Insurance for Financial Services Cloud?

          Video: Watch a Demo

          Create a Preconfigured Trial Org With Sample Data

          Trailhead: Get to Know the Insurance Data Model

          Wrench in a circle

          Dive In: Learn About Recommended Core Features

          Customer Profiles

          Get a 360-Degree View of Your Customers

          Visualize Groups and Relationships With a Relationship Map

          Create and View Customer Relationships With Actionable Relationship Center

          Aggregate Customer Information With Record Rollups

          Customer Interactions and Engagement

          Track Customer Interests

          Record Meeting Notes With Interaction Summaries

          Keep Track of Customer Life Events and Business Milestones

          Track Performance Metrics With the Insurance Agents Console

          View Your Policyholders’ Life Events, Policies, and Claims

          Gears in a circle

          Go Deeper: Learn About Features for Specific Business Needs

          Customer Onboarding

          Collect and Validate Customer Data With Discovery Framework

          Automate Repeatable Client-Engagement Tasks With Action Plans

          Track Required Customer Documents

          Customer Service

          Verify Callers

          Understand Customer History by Using Timeline

          Surface Issues That Need Attention by Using Record Alerts

          Automate Banking Processes by Using Flow for Industries

          Search for and Launch an Action Easily

          Connector in a circle

          Extend Further: Learn About Additional Capabilities & Add-Ons

          Track Branch Performance and Productivity

          Show Contextualized Information With FlexCard–Based Policy 360 Component

          Send Customized Emails Using Marketing Cloud Engagement

          Play button in a circle

          Get Ready for Your Implementation

          Trailhead: Insurance for Financial Services Cloud Admin Essentials

          Understand How Customer Information Is Stored

          Set Up Permissions for Financial Services Cloud

          Set Up and Manage Insurance

          Arrow in a circle

          Know Your Resources & Get Help

          Trailhead: Financial Services Cloud Trailmix

          Trailhead: Insurance for Financial Services Cloud Admin Advanced Features

          Financial Services Cloud Developer Guide

          Trailblazer Community: Financial Services Cloud

           
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