Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process, starting from lead capture through to policy renewals. Master efficient workflows, key performance indicators, team assignments, and digital tools to minimise errors, expedite policy delivery, and foster stronger ties with insurers and clients. This course equips you with practical strategies to transform your brokerage performance effectively.

from 4 to 360h 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 handling from initial leads to renewals. Gain skills to identify process inefficiencies, create streamlined lifecycle systems, and implement best practices that reduce mistakes. Delve into current automation solutions, AMS and CRM integrations, defined team responsibilities, and a clear action plan to accelerate processing, boost retention rates, and elevate client satisfaction quickly.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework swiftly.
- Establish key brokerage metrics to monitor quote turnaround, issuance speed, and client retention periods.
- Deploy a comprehensive insurance technology suite including AMS, CRM, rating engines, and electronic signatures promptly.
- Develop documentation compliant with insurer standards such as ACORD forms, submission packages, and service level agreements.
- Guide brokerage transformations with detailed 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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