Log in
Choose your language

Insurance Brokerage Course

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

What will I learn?

Enhance your insurance brokerage operations through this focused course that optimises policy handling from lead capture to renewals. Master identifying process inefficiencies, crafting streamlined lifecycle procedures, and adopting best practices to eliminate mistakes. Delve into contemporary automation solutions, agency management systems, customer relationship tools, defined team functions, and a clear action plan to boost processing speed, policy retention, and customer loyalty effectively.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework swiftly.
  • Establish key brokerage performance indicators tracking quote speed, issuance time, and retention rates.
  • Implement a complete insurance technology stack including AMS, CRM, raters, and e-signatures.
  • Create documentation ready for insurers with ACORD mapping, submission packs, and service agreements.
  • Lead brokerage transformation with rollout strategies, risk management, 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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course duration?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course