Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from lead capture to policy renewals. Master streamlined workflows, essential KPIs, clear team roles, and automation technologies to minimise errors, accelerate policy issuance, boost retention rates, and enhance relationships with insurers and clients effectively.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Enhance your insurance brokerage operations through this concise, hands-on course that optimises policy handling from initial leads to renewals. Identify and fix workflow issues, build streamlined processes, and adopt best practices to reduce mistakes. Delve into automation tools, AMS and CRM integration, defined team responsibilities, and a practical roadmap for quick improvements in efficiency, client retention, and satisfaction.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework quickly.
- Establish key performance indicators for brokerage like quote speed, issuance time, and retention rates.
- Implement insurance technology stack including AMS, CRM, raters, and e-signatures swiftly.
- Create documentation ready for insurers such as 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 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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