Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from initial leads to policy renewals. Develop skills in optimizing workflows, setting performance metrics, defining team responsibilities, and integrating automation to minimize errors, accelerate policy delivery, and enhance relationships with insurers and clients. This course equips you with practical tools for rapid improvements in efficiency and satisfaction.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Enhance your insurance brokerage operations through this focused, hands-on course that optimizes policy handling from lead capture to renewals. Master identifying process inefficiencies, crafting streamlined lifecycle procedures, and using proven standards to eliminate mistakes. Delve into current automation solutions, agency management systems, customer relationship tools, defined team functions, and a clear action plan to boost processing speed, policy retention, and client loyalty swiftly.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework quickly.
- Establish key brokerage performance indicators tracking quote speed, issuance time, and retention rates.
- Deploy insurance technology stack including AMS, CRM, raters, and e-signatures within weeks.
- Create documentation ready for insurers with ACORD mapping, submission packs, and service agreements.
- Guide brokerage transformation through 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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