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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 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of 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 rich information.
WiltonCivil Firefighter

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