Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage lifecycle, from initial lead capture to policy renewals. Master streamlined workflows, performance metrics, team responsibilities, and automation technologies to minimise errors, accelerate policy delivery, and enhance relationships with insurers and clients alike.

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.What our students say
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