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This document is used to facilitate the change of agent or broker of record for commercial lines insurance policies. It includes fields for both the new and current agency information, as well as
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How to fill out agentbroker of record change

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How to fill out AGENT/BROKER OF RECORD CHANGE

01
Obtain the AGENT/BROKER OF RECORD CHANGE form from your insurance company or agency.
02
Fill in the current policyholder's name and information at the top of the form.
03
Provide details of the current agent or broker, including their name and contact information.
04
Complete the section for the new agent or broker, including their name and contact information.
05
Sign and date the form to authorize the change.
06
Submit the completed form to your insurance provider, either electronically or via mail.

Who needs AGENT/BROKER OF RECORD CHANGE?

01
Policyholders wishing to change their insurance representation.
02
Individuals or companies dissatisfied with their current agent or broker.
03
Those wanting to take advantage of better services, rates, or expertise from a new agent or broker.
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People Also Ask about

Broker of record meaning and purpose Simply put, a broker of record is a person who interacts with your insurance company to manage your insurance and is legally authorized to act on your behalf, receive communications, and represent you.
An Agent of Record (AOR) is generally the same thing as a Broker of Record (BOR). These letters or forms determine who represents your business to an insurance company.
In insurance, a broker of record is an agent designated by the policyholder to represent and manage a policyholder's insurance policy. A broker of record may receive copies of all communications to the policyholder and may receive all quotes, policies, and notices on behalf of the policyholder.
The Broker of Record Letter must show the name of the company and include the name of the person signing, his/her title and the date of signature. The letter should show the specific insurance company involved, the policy number(s), and in the case of commercial insurance, be on the insured's letterhead.
It gives the broker the authority to obtain information on insurance contracts, rates, rating schedules surveys, reserves, retentions, policies, certificates, and other financial data. Such a letter may be written to be very specific, such as naming the insurance company from which the broker may obtain information.
A salesperson can become a broker by taking additional courses and exams. A broker designation also allows someone to manage a brokerage. If they do take on that role, they are known as the Broker of Record.
A broker of record letter can be used to accomplish the following: Suspends the rights of the current broker to communicate adjustments with the insurance company on your behalf. Gives rights solely to the new broker to manage your account going forward, including the ability to manage plans with insurance companies.

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AGENT/BROKER OF RECORD CHANGE is a formal request to change the agent or broker responsible for managing an insurance policy or account.
The policyholder or insured individual is generally required to file the AGENT/BROKER OF RECORD CHANGE when they wish to switch their designated agent or broker.
To fill out the AGENT/BROKER OF RECORD CHANGE form, you typically need to provide your contact information, policy details, and the name and contact information of the new agent or broker.
The purpose of the AGENT/BROKER OF RECORD CHANGE is to officially document and authorize the change of representation in the management of an insurance policy.
The information required on the AGENT/BROKER OF RECORD CHANGE includes the insured's name, policy number, contact information for both the current and new agent or broker, and a signature from the policyholder.
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