General Insurance Agent Training
Master General Insurance Agent skills: understand IARD and life products, profile client risks, give compliant advice, manage renewals and pricing, and handle claims with confidence to grow a profitable, trusted insurance portfolio in a competitive market.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
General Insurance Agent Training equips you with practical tools to grasp IARD and life insurance products, build precise client risk profiles, and offer compliant solutions. Master structuring reviews, managing portfolios over three years, handling claims confidently, and applying ethics, documentation, KYC, and AML to enhance retention, trust, and long-term success in a competitive market.
Elevify advantages
Develop skills
- Client risk profiling: quickly assess needs for home, auto, life and business.
- Claims handling workflow: manage end-to-end claims with clear client updates.
- Ethical sales and compliance: avoid mis-selling and document advice correctly.
- Cross-selling mastery: time and frame life offers to grow IARD client portfolios.
- CRM and retention tactics: schedule reviews, track files and boost renewals.
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.What our students say
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