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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 capture to renewals. Identify and resolve process inefficiencies, craft streamlined lifecycle procedures, and implement best practices to slash mistakes. Delve into cutting-edge automation, AMS and CRM integrations, defined team functions, and a clear action plan to boost processing speed, client loyalty, and overall satisfaction in record time.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework swiftly.
  • Establish key brokerage KPIs to monitor quote speed, issuance times, and retention rates.
  • Deploy insurance technology stack including AMS, CRM, raters, and e-signatures quickly.
  • Create documentation ready for insurers like ACORD mapping, submission packs, and SLAs.
  • Drive brokerage transformation with rollout strategies, risk management, 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 course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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