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Insurance Brokerage Course

Insurance Brokerage Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

Enhance your insurance brokerage operations through this concise, hands-on course that optimises policy distribution from lead intake to renewals. Gain expertise in identifying workflow inefficiencies, crafting streamlined lifecycle processes, and implementing error-reducing standards. Delve into contemporary automation solutions, AMS and CRM integrations, defined team roles, and a practical step-by-step roadmap to swiftly improve turnaround times, client retention, and overall satisfaction.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework.
  • Establish key brokerage KPIs tracking quote speed, issuance time, and retention rates.
  • Implement a complete insurance tech stack including AMS, CRM, raters, and e-signatures.
  • Create insurer-compliant documentation with ACORD mapping, submission packs, and SLAs.
  • Lead brokerage transformation with rollout plans, risk controls, and stakeholder engagement.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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