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Get the free AGENT/BROKER OF RECORD CHANGE - Graham-Rogers, Inc

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Jessica D. Get son, LPC, DBTC555 Andorra Glen Court, Suite 2Lafayette Hill, PA 19444Phone: 6108282802Fax: 6108282829Jessica jessicagetson. Authorization FOR RELEASE OF HEALTHCARE Informational: I,
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How to fill out agentbroker of record change

01
Obtain the necessary forms from the insurance company or agency that oversees the agent/broker of record changes.
02
Fill out the required information on the forms, including the name, contact information, and license number of the current agent/broker of record.
03
Provide the name and contact information of the new agent/broker of record who you want to replace the current one with.
04
Sign and date the forms, indicating your agreement to the agent/broker of record change.
05
Submit the completed forms to the insurance company or agency as per their instructions.
06
Follow up with the insurance company or agency to ensure that the agent/broker of record change has been processed successfully.

Who needs agentbroker of record change?

01
Anyone who wants to change the agent or broker responsible for their insurance policies needs an agent/broker of record change. This may be individuals or businesses who are dissatisfied with the current agent/broker's services, have found a better alternative, or are simply looking for a change in representation. The agent/broker of record change allows clients to switch their insurance representation to a different professional.
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An agent/broker of record change is a formal process in which a policyholder designates a new agent or broker to represent them regarding their insurance policies.
The policyholder, typically the insured individual or organization, is required to file the agent/broker of record change.
To fill out an agent/broker of record change, the policyholder needs to provide their current agent's details, the new agent's information, and specific policy numbers for which the change is applicable.
The purpose of the agent/broker of record change is to authorize a new agent or broker to handle the policyholder's insurance affairs, ensuring the new representative can act on their behalf.
The information that must be reported includes the policyholder's contact details, the current agent's name, the new agent's name, and the specific insurance policies affected.
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