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Get the free PRODUCER OF RECORD CHANGE REQUEST

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Fairyland County Mutual Insurance Company of Texas Fairyland Insurance Company Middlesex Insurance Company Patriot General Insurance Company Peak Property and Casualty Insurance Corporation Sentry
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How to fill out producer of record change

01
Obtain the necessary form for the producer of record change from the insurance company.
02
Complete all required fields on the form accurately and thoroughly.
03
Submit the completed form to the insurance company for processing.
04
Wait for confirmation of the producer of record change from the insurance company.

Who needs producer of record change?

01
Insurance agents or brokers who are taking over a client's policy from another agent or broker.
02
Policyholders who want to change their designated agent or broker for their insurance policy.
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A producer of record change is a formal process that transfers the responsibility of managing an insurance policy from one producer or agent to another.
Typically, the policyholder or the new producer is required to file the producer of record change with the insurance company.
To fill out a producer of record change, you usually need to provide the current producer's details, the new producer's information, and the policyholder's consent, often in the form of a signed document.
The purpose of a producer of record change is to update the official representation of the policyholder's account, ensuring that the new producer has the authority to manage the policy.
Information that must be reported includes the policyholder's name, policy number, current producer's details, new producer's details, and any required signatures.
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