Are you looking for an Agent Of Record Letter Sample to help you make changes to your insurance policies or financial accounts? Look no further! In this article, we provide examples of Agent Of Record Letter Samples that you can use and modify as needed to suit your specific needs.
Why Use an Agent Of Record Letter Sample?
There are several reasons why you might need to use an Agent Of Record Letter. This could include:
- Transferring the responsibility of managing your insurance policies or financial accounts to a new agent or representative
- Updating contact information or other details with your current agent or representative
- Requesting changes to your policies or accounts
Example of Agent Of Record Letter Sample:
Dear [Recipient’s Name],
I am writing to inform you that I am appointing [New Agent’s Name] as my new Agent Of Record for all of my insurance policies and financial accounts. Please consider this letter as formal notification of this change.
Effective [Date of Change], [New Agent’s Name] will be responsible for managing all communication, updates, and transactions related to my accounts. I kindly request that all future correspondence and documentation be directed to [New Agent’s Name] at [Contact Information].
I appreciate your prompt attention to this matter and request that you update your records accordingly. If you require any additional information or documentation from me to facilitate this transition, please do not hesitate to contact me.
Sincerely,
[Your Name]
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