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How to fill out broker of record letter
How to fill out a broker of record letter:
01
Begin by addressing the letter to the insurance company with which you currently have a policy.
02
Include your contact information at the top of the letter, such as your name, address, phone number, and email.
03
Clearly state in the letter that you are requesting a change in broker of record and provide the effective date for the change.
04
Provide the name and contact information of the new broker or agent you wish to appoint as your broker of record.
05
Explain the reasons for your decision to change brokers, if applicable.
06
Include any relevant policy information or identification numbers to ensure accurate processing.
07
Sign and date the letter before sending it to the insurance company.
Who needs a broker of record letter:
01
Individuals or businesses who are looking to change their insurance broker or agent.
02
Individuals or businesses who want to appoint a new broker to handle their insurance policies.
03
Individuals or businesses who want to authorize a specific broker to act on their behalf in insurance matters.
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