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General Insurance Agent Training

General Insurance Agent Training
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.
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 the chosen one.
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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