Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process, from lead capture to policy renewals. Master efficient workflows, performance metrics, team structures, and digital tools to minimise errors, accelerate policy delivery, and build stronger ties with insurers and clients. This practical programme equips you to transform operations for better results in minimal time.

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.What our students say
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