Broker on Record Letter

What is a Broker of Record Letter?

A broker of record letter is used to legally establish the relationship between the broker (us), the policyholder (you), and the insurance company. 
Insurance companies require broker of record letters to identify whom the policyholder has selected to act on their behalf to communicate with the insurance carrier for negotiating rates, plan options, claim assistance, etc. 
If you're purchasing an insurance policy from us then you will need to sign a Broker of Record Letter as part of the documents that are required. 

Click here to sign a Broker of Record Letter

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