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Quality health plans & benefits Healthier living Financial wellbeing Intelligent solutionsBroker/Agent of Record Change Policy Aetna Advantage Plans for Individuals, Families and the Reemployed Broker/Agent
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How to fill out brokeragent of record change

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How to fill out brokeragent of record change:

01
Start by gathering all the necessary information: You will need the current broker/agent of record information and the new broker/agent of record information. Make sure you have accurate contact details and license numbers for both parties.
02
Obtain the necessary forms: Contact your insurance company or the relevant regulatory agency to obtain the proper forms for submitting a broker/agent of record change. These forms may vary depending on your location and the type of insurance policy involved.
03
Fill out the forms accurately: Carefully complete all sections of the forms, ensuring that you provide accurate and up-to-date information. Double-check your entries to avoid any errors or omissions that could delay the process.
04
Provide supporting documentation if required: Some insurers may request additional documentation to accompany the broker/agent of record change forms. This could include evidence of the new broker/agent's licensing or proof of authorization from the policyholder. Make sure to include any requested documents to avoid delays.
05
Submit the forms: Once you have completed all the necessary paperwork, submit the forms to the appropriate party. This could be your insurance company, an industry regulatory agency, or both. Follow the specified submission instructions and keep a copy of the forms for your records.

Who needs brokeragent of record change:

01
Policyholders seeking a new broker/agent: If you are dissatisfied with your current insurance broker/agent or if you have found a better alternative, you may need to request a broker/agent of record change. This allows you to switch your representation and have a different professional handle your insurance needs.
02
Insurance brokers/agents taking on new clients: If you are an insurance broker/agent looking to acquire new clients, you may need to go through the broker/agent of record change process. This enables you to replace an existing broker/agent for a specific policyholder and assume responsibility for their insurance accounts.
03
Insurance companies and regulatory agencies: Broker/agent of record changes are also relevant to insurance companies and regulatory agencies. They need to process these changes to update their records, confirm proper representation, and ensure compliance with regulations.
In summary, anyone seeking to switch insurance brokers/agents or take on new clients in the insurance industry may need to fill out a broker/agent of record change form. It is essential to follow the specific steps for filling out the form accurately and submit it to the appropriate parties.
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A broker/agent of record change is a process where a client decides to switch their insurance broker/agent to a new one.
The client or policyholder is required to file a broker/agent of record change.
To fill out a broker/agent of record change, the client must contact their current insurance provider and request a change of broker/agent.
The purpose of a broker/agent of record change is to switch insurance brokers/agents in order to receive better service, coverage, or rates.
The broker/agent of record change form typically requires information such as the client's name, policy number, current broker/agent information, and new broker/agent information.
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