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Broker of Record Instructions Individual Policies Only Broker of Record or FOR letter is used to inform the insurance company that you have elected to work with us as your Agent/Broker. It is important

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How to fill out broker of record instructions

01

To fill out broker of record instructions, follow these steps:

02

Obtain the necessary form or template from your insurance provider or broker.

03

Fill in your personal information, including your name, contact details, and any relevant identifying numbers or codes.

04

Provide details about the existing broker or agent, such as their name, company, and contact information.

05

Indicate the effective date for the change of the broker of record.

06

Specify the reasons for the change, if required.

07

Sign and date the form.

08

Submit the completed form to your insurance provider or broker for processing.

09

Keep a copy of the filled-out form for your records.

Who needs broker of record instructions?

01

Broker of record instructions may be required by individuals or businesses who wish to change their insurance broker or agent.

02

This can occur when the current broker's services are unsatisfactory, when there is a desire for better coverage or pricing, or when there is a need to consolidate insurance portfolios. It is important to consult with your insurance provider or broker to determine if broker of record instructions are necessary in your specific situation.

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