Accord36 broker of record form 2026

1. Click ‘Get Form’ to open the accord36 broker of record form in the editor.
2. Begin by entering the date in MM/DD/YYYY format at the top of the form. This is essential for tracking the effective date of your changes.
3. Fill in the 'New Agency' section with the name, phone number, and fax number of your new agency. Ensure all contact details are accurate for seamless communication.
4. In the 'Insurance Company Name' field, input the name of your insurance provider. This identifies which company you are working with.
5. Complete the 'Named Insured' section with the name as it appears on your policy, followed by entering relevant policy numbers, effective dates, and expiration dates.
6. Designate a producer by filling in their name and code number. This person will act as your exclusive representative for specified lines of business.
7. Finally, ensure that you sign and date at the bottom of the form to authorize these changes officially.

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