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Broker of Record Book of Business Dear Fallon Health/Fallon Health & Life Assurance Company, Inc.:This letter is to notify you that we would like to appoint ___ (Writing Agent) as the main writing
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Who needs broker of record form?
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Individuals or businesses who are looking to change their insurance broker and designate a new broker of record.
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Insurance agencies or companies who need to officially appoint a broker of record for a client.
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What is broker of record form?
Broker of record form is a document that designates an insurance agent or broker as the official representative of an insured party.
Who is required to file broker of record form?
Insurance companies or insured parties are typically required to file the broker of record form.
How to fill out broker of record form?
The form typically requires basic information about the insured party, the current broker, and the new broker being designated.
What is the purpose of broker of record form?
The purpose of the form is to officially designate a new broker to represent the insured party for insurance purposes.
What information must be reported on broker of record form?
The form typically requires information such as the names and contact information of the current and new brokers, as well as the policy numbers.
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