In insurance operations, a single policy can involve multiple carriers, each responsible for different functions. Two important roles in this setup are the Underwriting Carrier and the Billing Carrier. While [...]
Introduction to Salesforce Reports A report is an important part of any business. It provides a clear view of the management. An administration uses the reports to trace improvement [...]
Pushing records from Mautic to Salesforce using Segments and Campaign Below are the steps to push specific records (using filters) from Mautic to Salesforce: Create Segment Segments are the [...]
Below are the steps to push specific records (using filters) from Mautic to Salesforce:Below are the steps to push specific records (using filters) from Mautic to Salesforce:Below are the [...]
Overview WinsurTech AL3 to JSON REST API is now available – Click here. WinsurTech AL3 Parser is a command-line translator application that converts the ACORD AL3 format file to [...]
Introduction Everyone knows that change is the only constant in this unpredictable world that we live in. But human beings have evolved themselves by getting familiar with the surroundings. [...]
Introduction to Insurance and Classes of Insurance Insurance policy is a contract in the form of a policy that binds one party to cover the risks in exchange for time-bound [...]
Salesforce Health Cloud is a health IT CRM system that helps the doctor to take care of patients’ records and access data in a simple manner. REQUIRED EDITIONS Health Cloud [...]
Introduction to Expense Ratio Providing financial security to its consumers is the ultimate aim of an insurance company. However, sustaining its own capability to finance its customers becomes its priority. [...]
Introduction Lightning Experience is a next-level experience in Salesforce and has a major improvisation in functionality, usability, and speed for every user type. You can use aura components and apps [...]
Amazon VPC Overview: Amazon VPC is a Virtual Private Cloud that provides you virtual private network where you can launch your AWS resources (such as EC2 instance) for your web [...]
Introduction to P&C (Property and Casualty) insurance Insurance is defined as a contract in which an individual or organization receives financial protection and reimbursement of damages from the insurer or [...]
Below are the steps to setup Sandbox in VS Code: Create a Project in VS Code: Open command palette using Ctrl+Shift+p keys and then select “sfdx: create a project with [...]
