WinsurTech Blog | Insurance Concepts and Practical Solutions

Salesforce Service Cloud Introduction

Author - Webner
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6:18 am
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Introduction to Salesforce

Salesforce is a CRM that is used to connect people and to share information. In this blog, we are going to discuss one of the core service – Salesforce Service Cloud and how it revolutionized customer support by making interactions easier between an organization and its customers. Now we will understand how Salesforce Service Cloud can add value to the business. First, we need to know the Salesforce Service Cloud, the need for it and what all services it provides to engage customers.

What is it?

Service Cloud permits users to automatize service processes […]

Email option on object page in Salesforce Lightning

Author - Webner
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5:41 am
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Salesforce Lightning – Email Option

To use a salesforce lightning default email option on the object page, we need to create a global action. For this, we have to go with the following steps:-

Steps:

1) Go to Setup | Global Action
2) Create a new Send Email global action.

3) Go to the object manager and select the object in which you want to add this global action.
4) Go to Page Layout and choose the layout.
5) Choose Mobile & Lightning Actions.
5) Drag the Email action and drop it below into the Salesforce Mobile and Lightning […]

How do you measure a company’s liquidity?

Author - Webner
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5:49 am
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What is Liquidity?

The measure of ability with which assets can be easily sold or bought is known as liquidity. The assets which fall under liquidity are known as liquid assets. Cash is considered to be the most liquid asset that one can have. Other than cash, saving accounts, and checkable accounts are also liquid assets. All the types of assets like Real Estate or Equities come under different levels on the liquidity spectrum.

Liquidity of a company

When we use the term “Liquidity” in business, it means the ability of an organization to turn its […]

What can be done with Azure Functions (serverless architecture)?

Author - Webner
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6:32 am
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Introduction

In the world of serverless computing, the Azure functions act as modern serverless architecture. It helps in delivering cloud computing and configures to comply with application development. Through Azure functions, we can author and execute snippets of code in the cloud without the hassle of managing the web servers and containers. It lets us run small pieces of code and makes developers bother free about the infrastructure of the platform on which it is executed.

By using Azure Functions, we can call Function-as-a-Service which eliminates infrastructure considerations for the developer. Even they can be […]

Profitability Ratios For Casualty Companies

Author - Webner
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6:27 am
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Introduction to Profitability ratios

Profitability ratios are defined as a set of financial metrics that are used to evaluate a business’s ability to make profits relative to its revenue, operating values, balance sheet assets, and shareholders’ equity over time by using the data from a specific point in time. In simple words, with these profitability ratios, insurance companies generally compare numbers from their financial performance to determine how profitable, effective or liquid their businesses are, in certain areas, from year to year. These ratios also allow the insurance companies to compare with their competitors across the street […]

Salesforce Reports

Author - Webner
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7:02 am
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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 towards its different goals, control expenses and increases profits. In Salesforce, we can easily create reports in different styles.
Reports can be created using a few clicks in a short time. We can also schedule the Salesforce reports.

There are basically four types of reports that we can create:

1. Tabular: It is used for listing a simple collection of data without any subtotals. This provides us […]

Push Data From Mautic To Salesforce

Author - Webner
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6:29 am
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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 list of Contact records. Click on the segment tab and then click on the New button to create a new segment. The following window will open:

There are two tabs –

Details:- Here, we can add the Name, Alias, and Description of the Segment as shown above image.
Filters:- In this tab, we can add multiple filters in order to add specific contacts (which matches these filter criteria […]

Creating AWS Lambda function using AWS Command Line Interface (CLI)

Author - Webner
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7:23 am
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AWS Lambda function & CLI

Apart from using the AWS Lambda console directly to create or update the functions, AWS provides a very easy way to do the same stuff using Command Line Interface (CLI) as well. In this blog, we’ll learn the process to create a new Lambda function written in Java using CLI commands. There are a few prerequisites which you need to fulfill before moving on to create the function, such as you must have some knowledge of basic Lambda operations and must be aware of using Lambda console. Also, you will need a […]

WinsurTech AL3 Parser | Convert ACORD AL3 to JSON, XML, Excel, CSV, PDF Formats

Author - Webner
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2:36 pm
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Overview (Online Demo)

WinsurTech AL3 Parser is a command-line translator application that converts the ACORD AL3 format file to JSON, XML, Excel, CSV, and PDF formats. WinsurTech is an ACORD Member. WinsurTech AL3 Parser is a standalone library (supported for both Windows and Ubuntu) that can be invoked from the command line or through a program written in any programming language like PHP, C#, Python, NodeJS, Ruby or any other. AL3 parser is an optimized AL3 to the multi-format converter. It can convert the AL3 file to JSON […]

How do Insurance Companies make money?

Author - Webner
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6:16 am
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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. As a result, they either try to repel the change that inhibits their basic functions or adapt themselves to it. In an environment that is run by the mighty nature, we are still at its mercy. To avoid any unprecedented circumstances, (be it an earthquake, accident, terminal illness, etc.) that can affect our livelihood, insurance was invented.

What is Insurance?

Insurance is a shared bond between the […]

Different Classes Of Insurance

Author - Webner
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7:13 am
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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 premiums decided preemptively. The insurance companies generally pool the money collected from its customers and make profits on the probability that the claims made against premiums submitted would be always lesser. In this way, the insurance companies work on the principle of charging more premiums than the possibility of the claims made against it.

Having discussed what an insurance company is and how they make profits, we […]

Salesforce Health Cloud

Author - Webner
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7:13 am
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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 (as of today) is available in Salesforce Classic and Lightning Experience. Available in: Enterprise, Performance, and Unlimited Editions

Health Cloud Architecture Overview

Health Cloud helps to take care of records of patients which mixes data of the patients from multiple information sources, as well as electronic medical records (EMRs), medical devices and wearables. It is a part of the system, personal communities, that allows secure collaboration […]

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