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Insurance Brokerage Course

Insurance Brokerage Course
flexible workload from 4 to 360h
valid certificate in your country

What will I learn?

Enhance your insurance brokerage operations through this concise, hands-on course that optimises policy handling from lead capture to renewals. Identify and fix workflow issues, create streamlined processes, and adopt best practices to reduce mistakes. Delve into current automation solutions, agency management systems, customer relationship tools, defined team duties, and a clear action plan to rapidly improve efficiency, client retention, and satisfaction levels.

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 client retention.
  • Implement insurance technology stack including AMS, CRM, raters, and e-signatures within weeks.
  • Develop documentation ready for insurers like ACORD mapping, submission packs, and service agreements.
  • Lead brokerage transformation with rollout plans, risk controls, and stakeholder 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 for the Prison System, and the course from Elevify was crucial for me to be selected.
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 valuable information.
WiltonCivil Firefighter

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