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

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2023 Agent/Broker of Record Change Form Date of request: Fax forms to: Group & Individual ACA: 18667014991 Individual Legacy: 18003362429 Questions or AOR changes, call: Group: 18773046470 Individual
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How to fill out agentbroker of record change

01
Gather all the necessary information and documents related to the agent/broker of record change.
02
Verify the requirements and procedures set by the insurance company or agency for the agent/broker of record change.
03
Fill out the agent/broker of record change form accurately and completely.
04
Attach any required supporting documents or evidence to the change form, such as letters of authorization or agreements.
05
Review the completed form and supporting documents to ensure accuracy and compliance with the insurance company or agency's guidelines.
06
Submit the agent/broker of record change form and supporting documents to the appropriate department or contact within the insurance company or agency.
07
Follow up with the insurance company or agency to confirm the receipt and processing of the agent/broker of record change request.
08
Keep copies of all submitted documents and correspondence for future reference or verification purposes.

Who needs agentbroker of record change?

01
Individuals or businesses who wish to change their current agent or broker of record for insurance policies.
02
Insurance companies or agencies that require a formal process for agent/broker of record changes.
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An agent/broker of record change is a formal process that allows an individual or organization to change their authorized insurance agent or broker who is responsible for handling their insurance policies.
The policyholder, or individual/entity who holds the insurance policy, is required to file the agent/broker of record change.
To fill out an agent/broker of record change, you typically need to complete a form provided by the insurer, including details such as your policy number, the current agent's information, the new agent's information, and your signature to authorize the change.
The purpose of an agent/broker of record change is to legally transfer the authority to represent the policyholder in dealings with the insurance company to a new agent or broker.
The information that must be reported includes the policyholder's name and contact information, current agent's details, new agent's details, policy numbers, and signatures from all parties involved.
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