Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from initial leads to policy renewals. Master streamlined workflows, performance metrics, team responsibilities, and automation technologies to minimise errors, accelerate policy delivery, enhance insurer partnerships, and boost client loyalty effectively.

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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course