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COMMONWEALTH OF MASSACHUSETTS
Division of Professional Licensure
Board of Registration of Real Estate Brokers and Salespersons
1000 Washington Street, Suite 710
Boston, MA 021186100
Main Number (617)
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How to fill out a broker of record
How to fill out a broker of record
01
To fill out a broker of record, follow these steps:
02
Obtain the necessary forms from your insurance company or broker.
03
Fill in your personal details, including your name, address, and contact information.
04
Provide information about the existing insurance policy you want to change the broker of record for.
05
Include the name and contact information of the new broker of record you wish to appoint.
06
Sign and date the form.
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Submit the completed form to your insurance company or broker either by mail, email, or fax.
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Who needs a broker of record?
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This may be useful in cases where the current broker is not meeting expectations, or if the policyholder wants to benefit from the services or expertise of a different broker.
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By appointing a broker of record, policyholders can ensure that their insurance needs are met effectively and that they receive the best advice and service from their chosen broker.
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What is a broker of record?
A broker of record is an insurance broker designated by the policyholder to represent them in placing insurance coverage with an insurance company.
Who is required to file a broker of record?
The policyholder or their authorized representative is required to file a broker of record.
How to fill out a broker of record?
To fill out a broker of record, the policyholder must provide their information, the current broker's information, and the new broker's information.
What is the purpose of a broker of record?
The purpose of a broker of record is to officially designate a new broker to represent the policyholder in placing insurance coverage.
What information must be reported on a broker of record?
The broker of record form must include the policyholder's name, contact information, current broker's name, contact information, and new broker's information.
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