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 Processed, You Will Receive a Confirmation E-Mail →  Then Coverage is Placed. You, Your Client, and Your Operations Team will be Notified

 

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