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Broker/Agent of Record Change Notification Allstate Benefits Group Health (ABG) will accept Employer Group requests to change the Broker of Record on a case provided that the request meets the following
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How to fill out brokeragent of record change

01
Obtain the necessary forms from the insurance company or regulatory body.
02
Fill in all required information accurately, including the current agent or broker information, as well as the desired new agent or broker information.
03
Provide any additional documentation or proof of authorization if required.
04
Submit the completed forms and documentation to the appropriate party for processing.

Who needs brokeragent of record change?

01
Individuals or businesses who wish to change their designated agent or broker for handling their insurance policies.
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Broker/agent of record change is a process where a new insurance broker/agent is assigned to a policy, replacing the previous broker/agent.
The policyholder or the authorized representative is required to file broker/agent of record change.
To fill out broker/agent of record change, the policyholder or authorized representative must submit a form provided by the insurance company, with all relevant information and signatures.
The purpose of broker/agent of record change is to officially designate a new broker/agent to handle a specific insurance policy.
The broker/agent of record change form must include details such as policy number, current broker/agent information, new broker/agent information, reason for change, and signatures of all parties involved.
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