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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 brokerage operations with this concise, hands-on course that optimises policy distribution from initial leads to renewals. Master identifying workflow issues, crafting streamlined processes, and using standards to slash mistakes. Dive into automation tools, AMS and CRM integration, defined team responsibilities, and a clear roadmap for rapid gains in speed, client loyalty, and satisfaction.

Elevify advantages

Develop skills

  • Design lean policy workflows to cut delays, errors, and rework quickly.
  • Set brokerage KPIs to track quote speed, issuance time, and retention rates.
  • Implement insurance tech stack including AMS, CRM, raters, and e-signatures.
  • Build insurer-ready documentation with ACORD mapping and submission packs.
  • Lead brokerage change with rollout plans, risk controls, and stakeholder buy-in.

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 are saying

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

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