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3428 Hillcrest Avenue Suite 200, Antioch, CA 94531 Email: Info@deltaaor.com Office: 925.757.8283 Fax 925.757.8393 www.deltaaor.comCOOPERATING KEY APPLICATION Personal Information Name: (As shown on
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01
To fill out a broker of record adding form, follow these steps:
02
Obtain the broker of record adding form from your insurance provider.
03
Read the instructions provided on the form carefully.
04
Fill out your personal information accurately, including your name, contact details, and policy number.
05
Provide the required information about your current broker, such as their name, contact information, and the reason for wanting to change brokers.
06
Indicate the effective date for the change of broker.
07
Sign and date the form.
08
Submit the completed form to your insurance provider either electronically or through mail.
09
Keep a copy of the form for your records.

Who needs broker of record adding?

01
Broker of record adding is needed by individuals or businesses who currently have an insurance policy with one broker but wish to switch to a different broker.
02
This may be because the policyholder wants better service, more competitive pricing, or a broker with specific expertise in their industry.
03
By adding a new broker of record, the policyholder can ensure that their insurance needs are better met by the new broker.
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Broker of record adding is the process of adding a new broker to manage a specific insurance policy.
The policyholder or the current broker of record is required to file the broker of record adding.
Broker of record adding can be filled out by submitting a formal request to the insurance company providing all necessary details of the new broker.
The purpose of broker of record adding is to officially designate a new broker to handle insurance policies.
The information that must be reported on broker of record adding includes details of the new broker, the insurance policy being transferred, and the reasons for the change.
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