Insurance Brokerage Course
Gain command over the complete insurance brokerage process, spanning lead capture to policy renewals. Acquire knowledge in workflows, performance metrics, staff roles, and digital tools to minimise errors, accelerate policy delivery, and fortify ties with insurers and clients. This course equips you to transform operations for superior results in a competitive landscape.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Enhance your brokerage operations through this concise, hands-on course that optimises policy handling from initial leads to renewals. Gain skills to identify process inefficiencies, create streamlined lifecycle systems, and use best practices to reduce mistakes. Delve into current automation solutions, AMS and CRM integrations, defined team responsibilities, and a clear action plan to boost efficiency, client loyalty, and satisfaction quickly.
Elevify advantages
Develop skills
- Design efficient policy workflows to eliminate delays, errors, and redundancies swiftly.
- Establish key brokerage metrics to monitor quoting times, issuance speeds, and retention rates effectively.
- Deploy a full insurance technology suite including AMS, CRM, rating engines, and digital signatures promptly.
- Produce compliant documentation such as ACORD forms, submission bundles, and service agreements.
- Drive organisational transformation with detailed rollout strategies, risk management, and team alignment.
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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