How Do I Change the Agent of Record or Broker of Record On a Policy?

We are happy to assist in a change to the Agent or Broker of Record on a policy.

Agent of Record (AOR)

An Agent of Record change changes the agent listed on the policy to another agent within the same agency. The policyholder will be assigned a new agent, but the policy will reflect the same agency’s information/agency code.

There is no waiting period for an Agent of Record change.

To process one, the Agent Experience Team needs the following information:

  • The customer’s name
  • The policy number
  • The new agent’s name
  • The effective date of the change

The request must be from the current agent or the agency principal/owner.

 

Broker of Record (BOR)

A Broker of Record change is changing the Agency listed on the policy to another Agency. The new agency is requesting the policy be placed under their brokerage. The policyholder will be assigned a new agent, and the policy will reflect the new agency’s information/agency code.

A 10-day waiting period is required to allow for a rescindment request from the policyholder. To submit a cancel request, the policyholder must send the request via our webform.

Commissions will honor the effective date on the BOR. If the effective date of the BOR is after the effective date of the policy term, the previous agency will receive the commission, and the current agency will earn a commission on any new activity. For further information about commissions, read our article, How Do I Find Out Information About Commissions?

To process one, the Agent Experience Team needs the following information filled out in the Acord Form attached below:

  • The new agency name
  • The policy number
  • The new producer’s name
  • The new agency’s code
  • The effective date of the change
  • The customer's address, signature, and date


Send either type of request to us via our webform.

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