Section 5: How to Submit Business - Broker of Record Process
Payroll to Payroll – Broker of Record changes can be submitted to the following carriers mid-term: Travelers, Guard, AmTrust & The Hartford.
**Other carriers accept Broker of Record changes at renewal**
Direct Bill to Payroll – Broker of Record changes can be submitted 10 – 90 days prior to renewal
There is a 3 – 10 day waiting period
To process a Broker of Record change, we need a signed Broker of Record letter, a copy of the client’s current policy, a new completed application and EFT Form
What Happens Next?
Once the BOR is Processed, You Will Recieve A Confirmation E-Mail
Then Coverage is Placed. You, Your Client, and Your Operations Team Will Be Notified