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Watch Digital Insurance Feature Demos and Implementation Videos. Get an Org here: http://sfdc.co/InsuranceTrialOrg. The Workbooks you can find the in pocket guide: http://sfdc.co/InsurancePocketGuideQuip
Insurance Workshop Amsterdam
Day Two: Deep Dive into Product Configuration - Day 2 Session #1
Participants will engage in day two of a workshop, focusing on product configuration, including exclusions, clauses, and surcharges. The session will involve exercises on constraint models, taxes, and mock ratings while integra...
Jul-13-2026
Creating Insurance Clauses in Salesforce - Day 2 Session #2
Rudy Morris, a solution engineer at Salesforce, guides viewers through two essential exercises related to clauses and exclusions, as well as taxes and surcharges. He demonstrates how to create and manage insurance clauses withi...
Jul-13-2026
Understanding Digital Insurance Quoting APIs - Day 2 Session #3
This presentation covers the alignment of quoting and policy administration capabilities within a digital insurance platform. Key topics include the quote configurator's user interface, the role of REST APIs in quoting, and spe...
Jul-13-2026
Postman Setup Made Easy: Step By Step Guide - Day 2 Session #4
The video provides a detailed walkthrough for setting up Postman, addressing common challenges users face during the process. It covers the creation of an external client app, the importance of using the correct username, enabl...
Jul-13-2026
Digital Insurance Claims Management Explained - Day 2 Session #5
The session concludes with an overview of claims management in digital insurance, emphasizing its integration with policy administration systems. Key features include claims foundations, claims intake, claims financials, and li...
Jul-13-2026
Hands-On Claim Product Creation - Day 3 Session #1
Participants engage in a hands-on exercise focused on claim management, building on concepts previously discussed. The session emphasizes the creation of product classifications related to claims, including DamageBuildingDI, Da...
Jul-13-2026
Creating Policy Limits Made Easy - Day 3 Session #3
A detailed overview of creating policy terms and limits for insurance products is provided, highlighting the use of a product attribute map and how it connects to policy structures. The speaker discusses generating policy limit...
Jul-14-2026
Creating Claims with API: Step-by-Step Guide - Day 3 Session #2
Step into the world of claim management as this session covers the creation of a claim using the designated API. Participants will learn how to update request parameters based on previously created policies, including essential...
Jul-14-2026
Managing Claims: Cancel vs. Delete Explained - Day 3 Session #4
Michelle explains the functionalities of canceling and deleting claims within an API context, focusing on how users can manage claim coverage payment details (CCPDs). She demonstrates the deletion process for unpaid claims, emp...
Jul-14-2026
Understanding Group Insurance Benefits - Day 3 Session #5
This session covers group insurance and employee benefits, particularly focusing on how organizations like ABC Enterprises can offer insurance to their employees through partnerships with providers like Cumulus Insurance. Key t...
Jul-14-2026