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Insurance broker agency transfer form

Insurance agency transfer form 2025

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The Agency Transfer Form is a document used to appoint AOC Insurance Broker as the servicing agent for an international medical health insurance policy. It confirms that there are no additional costs associated with this change, and the policy terms remain unchanged. The form requires personal and insurance details, and it authorizes AOC Insurance Broker to manage the policy and claims on behalf of the client.

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Click ‘Get Form’ to open the insurance agency transfer form in the editor.
Begin by entering the COMPANY NAME in the designated field. Ensure that this is the name of your current insurance provider.
Fill in your LAST NAME and SURNAME accurately, as these will be used for identification purposes.
Next, input the INSURANCE COMPANY NAME from which you are transferring your policy.
Provide your PLAN & POLICY NUMBER to ensure a smooth transition of services.
Complete your ADDRESS, POSTCODE, CITY, and COUNTRY fields to maintain accurate contact information.
Enter your TELEPHONE, EMAIL, and MOBILE numbers for effective communication regarding your policy.
Sign and date the form at the bottom to authorize AOC Insurance Broker as your new servicing agent.
Finally, send the completed form along with required documents via email to contact@aoc-insurancebroker.com.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to transfer insurance agents?

When a policyholder decides to switch agents, they typically initiate the process by contacting their current agent to request the transfer. The existing agent will assist in transferring the policy to the new agent by providing necessary documentation, policy details, and any relevant records.

Can you change agents in an insurance company?

Yes, you can switch insurance agents multiple times for your auto, home, and other policies while keeping the same insurance company.

What is an acord 36?

The Acord 36 is a standardized insurance form that an insured uses to change their agent or broker for an existing policy. It ends the policyholders relationship with their current agent/broker and appoints a new agent/broker.