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Sample Broker of Record Letter (CFD/DC/VA) (Must be on the Companies Letterhead)Date Broker of Record Broker Name Broker Address Broker City, State and Zip Re: Renewal Date: Group#:BCC Care first

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How to fill out broker of record letter

01

Contact the insurance carrier to request a broker of record letter form.

02

Fill out the form with your name, contact information, and any other required details.

03

Specify the effective date for the broker of record change.

04

Sign and date the form.

05

Submit the completed form to the insurance carrier for processing.

Who needs broker of record letter?

01

Insurance agents or brokers who want to become the designated representative for a client in managing their insurance policies.

02

Businesses that are dissatisfied with their current insurance agent and want to switch to a new one.

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What is broker of record letter?

Broker of record letter is a document that designates a new insurance broker to be responsible for managing an insurance policy on behalf of a policyholder.

Who is required to file broker of record letter?

The policyholder is required to file the broker of record letter.

How to fill out broker of record letter?

The broker of record letter should include the policyholder's name, policy number, effective date, and the name of the new broker being designated.

What is the purpose of broker of record letter?

The purpose of broker of record letter is to officially change the insurance broker responsible for managing a policy.

What information must be reported on broker of record letter?

The broker of record letter must include the policyholder's name, policy number, effective date, and the name of the new broker being designated.

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