Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from initial leads to renewals. Master streamlined workflows, performance metrics, team responsibilities, and automation solutions to minimise mistakes, accelerate policy delivery, and enhance ties with insurers and clients. This course equips you with practical tools to boost operational efficiency and business growth in Nigeria's insurance sector.

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 optimises policy handling from lead capture to renewals. Identify and fix workflow issues, build streamlined processes, and adopt best practices to slash errors significantly. Dive into current automation technologies, AMS and CRM integrations, defined team roles, and a clear action plan to rapidly improve processing times, client retention, and satisfaction levels.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework quickly.
- Establish key brokerage KPIs to monitor quote speed, issuance time, and retention rates.
- Deploy insurance technology stack including AMS, CRM, raters, and e-signatures swiftly.
- Create documentation ready for insurers like ACORD mapping, submission packs, and SLAs.
- Drive brokerage transformation with rollout strategies, risk management, and stakeholder support.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course