Insurance Brokerage Course
Master the complete insurance brokerage lifecycle from lead intake to renewals. Gain skills in efficient workflows, key performance indicators, team roles, and automation tools to reduce errors, accelerate policy issuance, and build stronger ties with insurers and clients. This practical course delivers fast improvements in turnaround, retention, and satisfaction through proven standards and step-by-step implementation.

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.What our students are saying
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