Bor letter template 2025

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The document is an Agent/Broker of Record letter, which formally appoints a specific agent as the sole insurance representative for a company. It includes details about the agent's contact information, the effective date of the appointment, and mentions the potential for compensation related to business with the insurance company. The designation remains in effect until a written notice is provided to revoke it.

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What is a bor letter insurance?

A broker of record letter is a legal document used to set the relationship between then broker, policyholder, and the insurance company.

What does bor stand for?

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 is a bor letter?

The Broker of Record Letter must show the name of the company and include the name of the person signing, his/her title and the date of signature. The letter should show the specific insurance company involved, the policy number(s), and in the case of commercial insurance, be on the insureds letterhead.

Who signs a broker of record letter?

The letter must be signed and currently dated by the producer or brokerage principal/officers listed in the State Fund Brokerage Profile.

What is bor in real estate?

The Broker of Record (BOR) letter is one of the most powerful and abused documents in the insurance industry. Unfortunately, many less than scrupulous brokers convince lay insurance buyers to sign this document without explaining exactly what it accomplishes.