Salesforce FSC for Insurance QuickStart for Insurance

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.