Insurance Brokerage Course
This course equips insurance brokers with essential skills to optimize the full policy lifecycle from lead intake to renewals. Participants will master streamlined workflows, performance KPIs, team roles, and automation tools to minimize errors, accelerate policy issuance, boost retention rates, and enhance relationships with insurers and clients for superior brokerage performance.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
Enhance your insurance brokerage operations through this concise, hands-on course that optimizes policy distribution from initial lead capture to seamless renewals. Gain expertise in identifying workflow inefficiencies, crafting streamlined lifecycle processes, and implementing industry standards to drastically reduce errors and delays. Delve into cutting-edge automation solutions, effective AMS and CRM integrations, well-defined team responsibilities, and a practical step-by-step roadmap to rapidly 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 insurance technology 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.What our students say
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