Are you looking for a Broker Of Record Letter Sample? Look no further! In this article, we provide examples of Broker Of Record Letter Samples that you can use and modify to suit your needs.
Understanding the Need for Broker Of Record Letter Sample
When changing insurance brokers or transferring your insurance policies to a new broker, you may be required to submit a Broker Of Record Letter. This letter serves as a formal request to your current broker to release your policy information to the new broker. The Broker Of Record Letter Sample can help facilitate this process smoothly and efficiently.
Here are some common pain points for which a Broker Of Record Letter Sample can be useful:
- Need to switch insurance brokers
- Transferring policies to a new broker
- Requesting policy information from current broker
Broker Of Record Letter Sample
Dear [Recipient’s Name],
I am writing to inform you that I have decided to switch insurance brokers and would like to request that you release my policy information to my new broker, [New Broker’s Name].
As per the terms of our agreement, I am providing you with this Broker Of Record Letter to authorize the transfer of my policies to [New Broker’s Name]. I would appreciate it if you could process this request promptly to ensure a seamless transition.
Thank you for your assistance in this matter. If you require any further information or documentation from me, please do not hesitate to contact me at [Your Contact Information].
Sincerely,
[Your Name]
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