Insurance · Quoting & Underwriting
Broker of record templates
Standard letter templates a client signs to name a new broker or agent as the official representative on their insurance policies.
What it usually contains
- Policyholder name, address, and policy numbers
- Effective date of the broker change
- Naming of the new broker or agency of record
- Statement revoking prior broker authority
- Signature and date lines for the insured, plus carrier submission instructions
What the assistant uses it for
Use to answer how a client formally switches brokers, what details a broker of record letter must include, and how long the change takes to take effect with the carrier.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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