Insurance Brokerage Course
Gain expertise in managing the complete insurance brokerage process from initial leads to renewals. Master streamlined workflows, performance metrics, team responsibilities, and automation solutions to minimise 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
certificate valid in your country
What will I learn?
Elevate your insurance brokerage operations through this concise, hands-on course that optimises policy handling from lead capture to renewals. Identify and resolve process inefficiencies, craft streamlined lifecycle procedures, and implement best practices to slash mistakes. Delve into cutting-edge automation, AMS and CRM integrations, defined team functions, and a clear action plan to boost processing speed, client loyalty, and overall satisfaction in record time.
Elevify advantages
Develop skills
- Design efficient policy workflows to reduce delays, errors, and rework swiftly.
- Establish key brokerage KPIs to monitor quote speed, issuance times, and retention rates.
- Deploy insurance technology stack including AMS, CRM, raters, and e-signatures quickly.
- Create documentation ready for insurers like ACORD mapping, submission packs, and SLAs.
- Drive brokerage transformation with 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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Course in PDF