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

Multiple Policy Updates Before a Policy is Issued After a Policy is Issued
Agent of Record (AOR)

An Agent of Record change will update 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 and short ID code.

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

If more than five (5) policies need to be revised for either an AOR or BOR change, then submit a request to your Agency Success Manager and include:

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

For five (5) or fewer, the current AOR or a user with Agency Admin privileges can update policies within the Portal. View the tabs above for more information. You can also submit a request with the information listed above via our webform.

Broker of Record (BOR)

A Broker of Record change is updating 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 and agency code.

A ten (10) day waiting period is required to allow the policyholder to submit a rescindment request. The policyholder must send the rescindment request to us via our webform.

To process one, the Customer 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

Commissions will honor the BOR's effective date. If the BOR's effective date 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?

For further assistance, contact us via our webform or Live Chat.

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