Linux, Windows, Mac Archives - Insurance Software development

Salesforce | Create leads from google form responses

Author - Webner

Problem: How to create leads from google form responses?

We have a google form and we want to create leads from google form responses.

Solution: -To create lead from google form, follow these steps:-
1.Open google Sheet which contains the responses of google form.
2.Click on the Tools tab and then click on the script editor.

3. New Screen opens like this..

Write a code to insert data in the salesforce.

Here is the sample code that inserts leads from the google sheet. In this code, we are using HTML […]

Some important terms of US Insurance Industry

Author - Ashish
5:53 am
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Insurance industry of United Stated is very much different from any other country and also it is the largest market in terms of premium amount according to federal Insurance Office (2014) Report. Insurance industry of US is regulated by each state individually means it is a state based insurance regulatory system.

In general Insurance means “risk transfer”. Here we have two sides, one is insurer (the insurance Carrier) and another is insured (the person who is taking the insurance from insurer).

Synonyms of terms

Insurance Provider -> Insurer, insurance company or insurance Carrier
Insurance Buyer -> Insured or policyholder

Normally we choose […]

ACORD Forms autofill

Author - Webner

We get this request from a lot of clients in US insurance industry who want to generate ACORD forms automatically, means they want data of corresponding insurance Policy and other objects filled automatically in the editable ACORD PDF. Most of the clients have their data in a CRM system like Salesforce, and some clients have this data in a database. What users ideally want is to select an ACORD form number and click a button corresponding to a Policy, Vehicle, Account or some other related object, which should trigger the code that retrieves the data to fill and auto populates […]

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