Broker of Record Letter
Employer Group Health Plans
We can be your Broker – Servicing Agent and here’s over a dozens why it’s beneficial for you on an existing policy – coverage, if you simply write to the Insurance Company and ask them.
Just put this letter on your letterhead and email to us, [email protected]. We will do the rest.
Your Letterhead
Today’s Date:
To: Name of Insurance Company
Subject: Change of Broker
Policy #
Gentlemen,
We would like to have Steve Shorr CA DOI License #0596610 as our broker on this policy.
We understand that the rates, benefits, policy terms and renewal provisions will remain the same.
Sincerely,
Your Name
Title
cc: Steve Shorr
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