Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from initial leads to policy renewals. Develop skills in optimising workflows, setting performance metrics, defining team responsibilities, and integrating automation technologies to minimise errors, accelerate policy delivery, and enhance relationships with insurers and clients. This course equips you with practical tools for rapid improvements in operational efficiency and client retention.

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.What our students say
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