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Insurance Brokerage Course

Insurance Brokerage Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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