Section 5: How to Submit Business - Broker of Record Process

Guidelines

  • 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

Contact Us:

Call Us: 888-493-2667

Text Us: 925-400-6930

Email Us

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