Salesforce Exam Financial Services Cloud Topic 2 Question 52 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 52
Topic #: 2

[All Financial Services Cloud Questions]

An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

AUtilize Insurance Flow Templates.

BCreate an Action Plan Template for capturing beneficiary data and payment information.

CProvide a better user interface by building Lightning web components for beneficiary data and payment information.

DInstall an Insurance Data AppExchange package.

Show Suggested Answer

Suggested Answer: A

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.

[Insurance Flow Templates]

[Customize Insurance Flows]

by Gilberto at Oct 18, 2024, 12:57 PM

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Alida

1 days ago

Hmm, I'm leaning towards option A. Insurance Flow Templates could be a game-changer, especially if they're tailored to the specific needs of this call center.

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Destiny

7 days ago

I disagree, I believe option C is more effective. Building Lightning web components will provide a better user interface and improve productivity.

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Naomi

8 days ago

I think option B is the best choice. It will streamline the process for capturing beneficiary data and payment information.

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Jerrod

9 days ago

Option D, the Insurance Data AppExchange package, could be a quick and easy solution. Why reinvent the wheel when there's already a pre-built package available?

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Janessa

2 days ago

A) Utilize Insurance Flow Templates.

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Lang

15 days ago

Option B sounds interesting, an action plan template could really help standardize the data capture process. But I'm not sure if that alone would be enough to address the issue.

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Lashawna

16 days ago

I think option C is the way to go. Building custom Lightning web components for those key workflows would streamline the user experience and boost productivity.

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