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Insurance Brokerage Course

Insurance Brokerage Course
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 fix process inefficiencies, build streamlined lifecycle systems, and adopt best practices to slash mistakes. Delve into cutting-edge automation, AMS and CRM integration, defined team functions, and a clear action plan for rapid improvements in processing speed, policy retention, and customer happiness.

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 retention rates.
  • Deploy insurance technology stack including AMS, CRM, raters, and e-signatures within weeks.
  • 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 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 chosen.
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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