Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process, from capturing leads to handling renewals. Master efficient workflows, performance metrics, team structures, and digital tools to minimise errors, accelerate policy delivery, and build stronger ties with insurers and clients. This course equips you with actionable strategies to transform your brokerage performance in real-world settings.

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 workloadWhat our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course