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How to use or fill out Sample: Agent Of Record Letter with our platform
- Click ‘Get Form’ to open the Sample: Agent Of Record Letter in the editor.
- Begin by entering the date at the top of the letter. This is crucial for record-keeping and should reflect the current date.
- Fill in the Broker of Record section with the broker's name, address, city, state, and zip code. Ensure accuracy as this information identifies your appointed broker.
- In the 'Re:' section, specify any relevant subject matter related to this appointment for clarity.
- Indicate the renewal date and group number associated with your coverage to maintain proper documentation.
- Draft a notification message stating that you have appointed the specified broker. Include their agency name and business address for verification.
- Conclude with your name and title, ensuring it reflects your authority to make this appointment.
- Lastly, add any carriers and products included in this BOR at the bottom of the letter for comprehensive coverage details.
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