Salesforce FSC for Insurance QuickStart for Insurance

Salesforce FSC for Insurance QuickStart for Insurance

<p>A fixed-price, 8-week delivery program to get Financial Services Cloud live for insurance organizations. </p><p>The quickstart includes configured opportunity and policy workflows, renewal tracking, and two dashboards.</p><p>It is best suited for organizations needing a production-ready Insurance Cloud that want to extend Salesforce to more processes and lines of business next, and integrate to core systems when ready.</p>

The PS Advisory Salesforce FSC for Insurance QuickStart is an 8-week, fixed-price engagement for $68,000. The outcome by week 8 is a production-ready Financial Services Cloud for Insurance with no custom code required.

Deliverables include:

  • Financial Services Cloud live for Insurance

  • Opportunity and Policy workflows configured

  • Renewal tracking and 2 dashboards

  • Documentation and admin guides

  • Initial data load completed

The engagement covers:

  • Core setup: Environment readiness, Security & Sharing, Role hierarchy & permission sets, Lightning apps, Record types & page layouts for Agents, Brokers, Underwriter, Validation rules, Record rollups, and Basic validations & rules.

  • Data model & relationships: Accounts, Contacts, Policies & Coverages, Client-to-agent-to-broker relationship mapping, and Policy subtypes & product lines aligned to your business.

  • Business Processes: Quote-to-Bind, Renewal pipeline, and Client Onboarding, each delivered with guided steps, field mapping, exit criteria, and triggers via stages or dates.

  • Reporting & dashboards: Executive, sales, and service dashboards for new business, renewals, and open cases, along with standard reports for pipeline, policy, and service metrics, documented for admins.

The 8-week timeline is broken down into:

  • Week 1-2: Setup & Design

  • Week 3-4: Data model & UX

  • Week 5-6: Processes & Dashboards

  • Week 7-8: Process finalization & Go-live

Enablement includes a 1.5-2 hour admin walkthrough, Governance & Change control, a Go-live checklist & handover pack, and post-launch support for up to 2 weeks.

Timeline: 8 weeks

Price: $68,000