Agent of record letter sample 2025

1. Click ‘Get Form’ to open the agent of record letter sample in the editor.
2. Begin by entering the current date at the top of the document. This is essential for establishing the timeline of your notification.
3. Next, fill in the recipient's details, including 'ABC Insurance Carrier', followed by their street address, city, state, and zip code. Ensure accuracy to avoid any communication issues.
4. In the subject line, specify 'RE: ABC Policy # 12345' to clearly identify which policy this letter pertains to.
5. In the body of the letter, indicate the effective date when Broad Reach Benefits, Inc. will be appointed as your Broker of Record. This is crucial for clarity.
6. Conclude with a statement that this designation will remain until further written notice and that it replaces any previously appointed broker.
7. Finally, add a signature line along with your title as a company official to authenticate the document.

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