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BROKER OF RECORD DESIGNATION FORM:ADDCHANGEComplete this form to ensure the correct broker is reflected as the Broker of Record (FOR) on new or existing business. This form must be signed by both

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What is broker of record designation?

Broker of record designation is the process of officially designating a specific insurance broker as the primary broker responsible for a particular insurance policy.

Who is required to file broker of record designation?

The insured party or policyholder is typically required to file broker of record designation.

How to fill out broker of record designation?

Broker of record designation can usually be filled out by submitting a form provided by the insurance company or broker.

What is the purpose of broker of record designation?

The purpose of broker of record designation is to establish who the primary broker is for a particular insurance policy, and to clarify responsibilities and commissions.

What information must be reported on broker of record designation?

Information such as the name of the designated broker, policy number, effective date, and signature of the policyholder may be required on a broker of record designation form.

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