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Insurance Brokerage Course

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

What will I learn?

Enhance your brokerage operations through this practical course that optimises policy handling from initial leads to renewals. Gain skills to identify process issues, create streamlined workflows, and use best practices to reduce mistakes. Discover automation tools, AMS and CRM integration, defined team responsibilities, and a clear action plan to boost efficiency, client loyalty, and 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 effectively.
  • Deploy a full insurance technology suite including AMS, CRM, rating engines, and digital signatures promptly.
  • Develop comprehensive documentation aligned with insurer standards like ACORD forms, submission kits, and service agreements.
  • Drive organisational change 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
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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