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 #



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.



Your Name


cc:  Steve Shorr

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