Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage lifecycle, from lead capture to policy renewals. Master streamlined workflows, performance KPIs, team responsibilities and automation technologies to minimise errors, accelerate policy issuance and enhance relationships with insurers and clients effectively.

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.What our students say
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