Appointment of Financial Professional (Broker of Record) Form: Fill out & sign online

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What is the difference between an AOR and a Bor?

An Agent of Record (AOR) is generally the same thing as a Broker of Record (BOR). These letters or forms determine who represents your business to an insurance company.

What is a broker of record agreement?

Simply put, a broker of record letter is a letter that states a business intention to work with a specific broker or agent. This agent (like the ones who work here at Berry Insurance) acts as a liaison, handling insurance communications, quotes and policy details on behalf of the policyholder.

What does Bor stand for in insurance?

What is a BOR? Its your Broker Of Record. This is an insurance industry term that many people dont know about, but it could be the most important thing to learn as a business owner. Understanding what a BOR does (and what they cant do) can give you peace of mind.

What are the benefits of a broker of record?

A broker of record letter can be used to accomplish the following: Suspends the rights of the current broker to communicate adjustments with the insurance company on your behalf. Gives rights solely to the new broker to manage your account going forward, including the ability to manage plans with insurance companies.

How long does a broker of record change take?

After you have signed the Broker of Record letters your new broker will send them to your insurance companies. It usually takes 7-10 business days before insurance companies will recognize the new broker as your broker of record. During that time, the insurance company will notify your previous broker.

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