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Clients initiate the process through a form letter known as a broker of record (BOR) letter. The industry recognizes this as the vehicle for changing brokers. The client prints the BOR letter on their company letterhead, signs it and forwards it to the new broker.
Schedule a meeting its best to have this conversation by phone, over a video call or even in person. Its more personal and respectful than an email. Be honest. Clearly explain your reasons for leaving.
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.
Yes, you can switch insurance agents for your auto, home, landlord and other policies while keeping the same insurance company. Many times bad service and experiences are the agents fault and not the insurance companys; so customers may want to use a new agent with the same insurance company.
Youll need to provide your insurance policy number, renewal dates, and likely fill out some paperwork. In some cases, you may be asked why youre requesting a change. You should not have to talk to the agent youre leaving.
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