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Insurance Brokerage Course

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

What will I learn?

Elevate your insurance brokerage operations through this concise, hands-on course that optimises policy handling from lead generation to renewals. Identify and resolve workflow inefficiencies, craft streamlined lifecycle processes, and adopt best practices to slash errors significantly. Delve into contemporary automation solutions, AMS and CRM integrations, well-defined team roles, and a detailed implementation guide to rapidly enhance turnaround times, retention rates, and overall client happiness.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework.
  • Establish key brokerage KPIs tracking quote speed, issuance time, and retention rates.
  • Implement insurance technology stack including AMS, CRM, raters, and e-signatures.
  • Create insurer-compliant documentation with ACORD mapping, submission packs, and SLAs.
  • Lead brokerage transformation with rollout plans, risk controls, and stakeholder engagement.

Suggested summary

Before starting, you can change the chapters and 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 Elevify course 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
Great course. A lot of valuable information.
WiltonCivil Firefighter

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