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What is an agent of record in a life insurance policy?

An agent of record, also known as a broker of record, is a company or individual with legal authority to represent the insured party and manage an insurance policy on their behalf. Companies hire agents of record as service providers to avoid dealing with health insurance themselves.

How do you change the agent of record?

The Nuts Bolts Of How An AOR Works The process of changing the agent of record typically involves submitting a formal request, known as an Agent of Record Letter, to the insurance company. The insurer will review the request and, upon approval, update their records to reflect the new agent of record.

How do I terminate a broker of record?

To get out of your contract you might be able to sign a new BOR with another agent, which will hire that agent and fire the previous. This will terminate your relationship with the agent, but you will still be responsible for any fees you incurred while working with them.

How do I fill out an agent of record change?

A completed Agent of Record change request will include the following information: The Named Insured as it appears on the policy(ies) The policy number(s) Effective and Expiration Dates of the policy(ies) Name of new Agent / Broker. The Producer Code of the new Agent / Broker.

How does agent of record work?

An agent of record (AOR) is an entity (such as an individual or company) that acts on behalf of an insured party. The AOR has the legal authority to manage insurance policies on the other partys behalf. Many companies enlist the help of AORs to oversee health insurance matters.