Insurance Brokerage Course
Gain command over the complete insurance brokerage process, spanning lead capture to policy renewals. Master efficient workflows, performance metrics, staff roles, and digital tools to minimise errors, accelerate policy delivery, and build stronger ties with insurers and clients. This practical training equips you to transform operations for faster results and higher retention in a competitive market.

from 4 to 360h 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 use best practices to reduce mistakes. Delve into current automation solutions, AMS and CRM integrations, defined team responsibilities, and a clear action plan to boost efficiency, client loyalty, and satisfaction quickly.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework swiftly.
- Establish key brokerage metrics to monitor quote times, issuance speed, and retention rates effectively.
- Deploy insurance technology solutions including AMS, CRM, rating tools, and e-signatures rapidly.
- Develop compliant documentation such as ACORD forms, submission packages, and service agreements.
- Drive brokerage improvements with rollout strategies, risk management, and team engagement.
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 workloadWhat our students say
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