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