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Insurance Brokerage Course

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

What will I learn?

Enhance your brokerage operations through this concise, hands-on course that optimises policy handling from lead acquisition to renewals. Acquire skills to identify process inefficiencies, create streamlined lifecycle procedures, and implement best practices that reduce mistakes. Delve into contemporary automation solutions, AMS and CRM integrations, defined team responsibilities, and a clear implementation guide to rapidly boost efficiency, client retention, and satisfaction.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework swiftly.
  • Establish key brokerage performance indicators to monitor quote speed, issuance times, and retention rates.
  • Deploy an integrated insurance technology stack including AMS, CRM, raters, and e-signatures promptly.
  • Develop comprehensive documentation aligned with insurer requirements such as ACORD mapping and SLAs.
  • Drive brokerage transformation through detailed rollout plans, 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 Prison System Intelligence Advisor, 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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