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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 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.
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 the chosen one.
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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