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! !! Instructions for submitting Broker of Record (FOR) changes to Oscar ! ! ! Submission Instructions: Please submit the Broker of Record (FOR) Change Letter via email to brokers@hioscar.com. All

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How to fill out broker of record letters

01

Contact your current insurance broker to inform them that you will be moving your business to a new broker.

02

Request a broker of record letter template from the new broker.

03

Fill out the broker of record letter with your business information and sign it.

04

Submit the signed broker of record letter to your new broker, who will then send it to the insurance carrier.

05

Once the carrier receives and processes the broker of record letter, your new broker will officially become your authorized broker.

Who needs broker of record letters?

01

Businesses or individuals who want to switch insurance brokers.

02

Insurance carriers who require a broker of record letter to officially designate a broker as the authorized representative.

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What is broker of record letters?

Broker of record letters are documentation signed by a client authorizing a broker to act on their behalf in handling insurance policies.

Who is required to file broker of record letters?

Insurance brokers and clients are required to file broker of record letters when there is a change in representation.

How to fill out broker of record letters?

Broker of record letters can be filled out by including the client's information, policy details, effective date, and signatures from both the client and broker.

What is the purpose of broker of record letters?

The purpose of broker of record letters is to officially authorize a broker to handle insurance policies on behalf of a client.

What information must be reported on broker of record letters?

Broker of record letters must include client information, policy details, effective date of representation, and signatures of both the client and broker.

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