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Get the free AGENTBROKER OF RECORD bCHANGEb - Lemark Insurance

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DATE (MM×DD/YYY) AGENT×BROKER OF RECORD CHANGE PHONE (A×C, No, Ext): FAX (A×C, No): (818×9855510 ×818×9857747 Remark Insurance Agency, Inc. 11494 Burbank Blvd AGENCY INSURANCE COMPANY NAME
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How to Fill Out Agent/Broker of Record Change:

01
Obtain the necessary forms: Start by obtaining the agent/broker of record change form from the relevant insurance company or regulatory agency. This form is typically provided by the new agent or broker that will be taking over the responsibilities.
02
Complete the required information: Fill out the form accurately and completely. Provide your contact information, including your name, address, phone number, and email address. Include the name and contact details of the new agent or broker who will be assuming the role of the agent/broker of record.
03
State the reason for the change: Clearly state the reason for the agent/broker of record change. Common reasons may include dissatisfaction with the current agent/broker's performance, a desire to work with a different professional, or a change in business circumstances.
04
Attach supporting documentation: Depending on the requirements of the insurance company or regulatory agency, you may need to attach supporting documentation. This can include a letter of authorization from the insured entity, a copy of an agreement between the parties involved, or any other relevant documents.
05
Review and sign: Carefully review the completed form to ensure accuracy and completeness. Sign the form, providing your full name and date.
06
Submit the form: Once the form is fully completed and signed, submit it to the insurance company or regulatory agency as instructed. Follow any additional procedures or requirements provided by the organization.

Who needs agent/broker of record change?

01
Businesses seeking better service: Companies that are unhappy with their current agent/broker's performance or level of service may need an agent/broker of record change. They may want to switch to a more competent or responsive insurance professional who can better meet their needs.
02
Companies undergoing changes: Organizations experiencing significant changes such as mergers, acquisitions, or restructuring may require an agent/broker of record change. These changes can alter the insurance needs and strategies of the company, necessitating a switch to an agent or broker who understands the new circumstances.
03
New businesses or startups: Startups or newly established businesses may need to appoint an agent/broker of record to handle their insurance policies from the outset. It is crucial for them to have a trusted insurance professional who can guide them through the process and ensure the right coverage for their operations.
04
Businesses seeking competitive rates: Companies looking to obtain more competitive rates or terms for their insurance policies might consider an agent/broker of record change. A new agent or broker may be able to secure better deals or negotiate more favorable terms with insurance providers, potentially saving the business money.
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Agent/broker of record change is a process where an insurance policyholder switches their designated agent or broker to another licensed agent or broker.
The policyholder is required to file the agent/broker of record change.
The policyholder needs to complete a form provided by the insurance company and submit it to officially request the change.
The purpose of the agent/broker of record change is to allow policyholders to work with an agent or broker of their choice.
The policyholder must provide details about the current agent/broker, new agent/broker, and the policy being affected.
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2013 1996 Lemark INS036 YYYY SUBCODE Ext APPLICABLE replaces Blvd Monterey EXPIRATION Burbank logo

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