Insurance Brokerage Course
This course equips you with expertise in managing the complete insurance brokerage process, starting from lead capture through to policy renewals. You will master efficient workflows, key performance indicators, team structures, and automation technologies to minimize errors, accelerate policy delivery, and build stronger ties with insurers and clients, leading to improved business outcomes.

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.What our students say
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