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Insurance Brokerage Course

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

What Will I Learn?

Elevate your insurance brokerage operations through this concise, hands-on course that optimises policy handling from initial leads to renewals. Acquire skills to identify process inefficiencies, craft streamlined lifecycle procedures and implement best practices that reduce mistakes significantly. Delve into contemporary automation solutions, AMS and CRM integrations, well-defined team functions, and a detailed roadmap for rapid deployment to boost efficiency, client retention and satisfaction levels promptly.

Elevify Advantages

Develop Skills

  • Design efficient policy workflows to reduce delays, errors and rework swiftly.
  • Establish key brokerage KPIs to monitor quote speed, issuance time and retention rates.
  • Deploy insurance technology stack including AMS, CRM, raters and e-signatures quickly.
  • Create insurer-compliant documentation with ACORD mapping, submission packs and SLAs.
  • Drive brokerage transformation through rollout plans, 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
Great course. Lots of valuable information.
WiltonCivil Firefighter

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