Get the free AGENT/BROKER OF RECORD LETTER

This designation will remain in effect until we notify Excellus BlueCross BlueShield in writing to the contrary. SAMPLE AGENT/BROKER OF RECORD LETTER TO BE SUBMITTED ON GROUP LETTERHEAD ONLY Date IMPORTANT Broker Program Manager Excellus BlueCross BlueShield 165 Court Street Rochester NY 14647 Dear Broker Administration Team This is to notify you that our company has appointed name of agent whose business address is street city state zip code as our line of business Medical Dental Rx Sole...

How to fill out agentbroker of record letter

How to fill out agentbroker of record letter

1. Begin by addressing the letter to the insurance company you wish to appoint as your agent/broker of record.
2. Include a subject line that clearly states the purpose of the letter.
3. In the first paragraph, introduce yourself and provide your contact information.
4. State the reason for writing the letter and express your interest in appointing the insurance company as your agent/broker of record.
5. Provide any relevant details or information that support your decision to appoint the insurance company.
6. In subsequent paragraphs, provide a point-by-point list of the terms and conditions you are looking for in the agent/broker relationship.
7. Be clear and concise in your expectations and requirements.
8. Include any specific services or expertise you require from the agent/broker.
9. If necessary, attach any supporting documents or contracts related to the appointment.
10. In the closing paragraph, express your willingness to discuss the matter further and provide your preferred method of contact.
11. End the letter with a professional closing and your signature.

Who needs agentbroker of record letter?

1. Business owners or individuals who are seeking insurance coverage and want to appoint an agent/broker to represent them.
2. Companies or organizations that are looking for specialized insurance services or expertise.
3. Individuals or businesses who wish to switch their current agent/broker and appoint a new one.
4. Anyone who wants to establish a formal and legal relationship with an insurance agent/broker for handling their insurance matters.
5. Both parties involved in the insurance industry who want to establish a clear and documented understanding of their roles and responsibilities.

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What is agent/broker of record letter?

An agent/broker of record letter is a document that designates a specific agent or broker to represent an insured party in a particular insurance transaction.

Who is required to file agent/broker of record letter?

The insured party or client is typically required to file the agent/broker of record letter.

How to fill out agent/broker of record letter?

The agent/broker of record letter typically needs to be filled out with the name of the designated agent or broker, the effective date of representation, and any specific terms or conditions.

What is the purpose of agent/broker of record letter?

The purpose of the agent/broker of record letter is to officially designate a specific agent or broker to represent an insured party in an insurance transaction.

What information must be reported on agent/broker of record letter?

The agent/broker of record letter should include the name of the insured party, the name of the designated agent or broker, the effective date of representation, and any specific terms or conditions.