Wholesale broker of record letter pdf

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30 Apr 2013 SAMPLE BROKER-OF-RECORD LETTER. DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Wholesaler Broker of Record, for the workers' compensation insurance coverage for the We request that (Name of the Carrier) recognize this Broker of Record. Sample Letter. Prepare on Insured's Letterhead. To (Insurance Carrier Name) : Policy Type (Pkg/WC/Etc) : Policy Number (s) : Policy Period : BOR Effective Date 1) What is a Broker of Record letter? • Operating as a wholesaler, “Broker of Record letter” means a different thing to RPS than our Markets or. Retailers. 10 Aug 2018 Sample Letter. Prepare on Insured's Letterhead. To (Insurance Carrier Name): Policy Type (Pkg/WC/Etc): Policy Number (s): Policy Period: another wholesale agency / broker to place coverage for an insured, we may be blocked This is accomplished via a properly completed Broker of Record letter dated and signed BOR Insured - Retail Agent & NPM (version 09-10-14).pdf Fill Broker Of Record Letter Sample, download blank or editable online. Sign, fax and printable from PC, iPad, tablet or mobile with PDFfiller ? Instantly ? No (To Be on Client Letter Head). (Sample). Broker of Record Letter. Date. CDPHP. 500 Patroon Creek Blvd. Albany, NY 12206. Group ID:Broker of Record or Agent of Record (BOR / AOR) Letter Checklist: • We will not accept a BOR/AOR from any wholesale broker. • We will not accept a BOR / AOR When should a Broker of Record Letter be used? Only when an insured has decided to appoint another agent to handle his account. It should not be used if the