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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?

Enhance your insurance brokerage operations through this concise, hands-on course that optimizes policy handling from initial leads to renewals. Gain skills to identify process inefficiencies, create streamlined workflows, and implement best practices that reduce mistakes. Delve into current automation solutions, AMS and CRM integrations, defined team responsibilities, and a clear action plan to boost efficiency, client retention, and satisfaction quickly.

Elevify advantages

Develop skills

  • Design efficient policy workflows to reduce delays, errors, and rework swiftly.
  • Establish key brokerage metrics to monitor quote turnaround, issuance speed, and retention rates effectively.
  • Deploy a full insurance technology suite including AMS, CRM, rating tools, and digital signatures promptly.
  • Create comprehensive documentation aligned with insurer standards, such as ACORD forms, submission packages, and service agreements.
  • Drive organizational change in brokerage with detailed 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 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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