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Insurance Brokerage Course

Insurance Brokerage Course
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 workload
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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