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Insurance Brokerage Course

Insurance Brokerage Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

Enhance your brokerage operations through this concise, hands-on course that optimises policy handling from initial leads to renewals. Gain skills to identify process inefficiencies, create streamlined lifecycle systems, 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 streamlined policy workflows to reduce delays, errors, and rework swiftly.
  • Establish key brokerage metrics to monitor quoting speed, issuance times, and retention rates effectively.
  • Deploy a modern insurance technology suite including AMS, CRM, rating tools, and digital signatures promptly.
  • Develop compliant documentation such as ACORD forms, submission packages, and service agreements.
  • Drive organisational change with detailed rollout strategies, risk management, and stakeholder engagement.

Suggested summary

Before starting, you can change the chapters and the 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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

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