Authorizes Broker Change Without New Coverage
Transfers representation while retaining current policies.
Free template
Broker of Record Form
A Broker of Record (BOR) Form is a legal document used to authorize a new insurance broker to represent a policyholder and manage their existing insurance policies. It typically includes the policyholder’s name, policy numbers, insurer information, effective date of change, and signatures of both the client and the new broker. This…
Key highlights
Includes Key Policy & Contact Information
Identifies insured, insurer, new broker, and effective transfer date.
Used for Commercial & Personal Insurance
Applicable across auto, health, property, and business lines.
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Frequently asked questions
What is the purpose of a Broker of Record form?
It designates a new broker to manage your existing insurance policies and communicate with your insurer on your behalf.
Does signing a BOR form cancel my current policy?
No, it changes your broker but keeps your existing insurance policy in place.
Is the insurer required to honor the BOR form?
Yes, as long as the form is valid and signed by the policyholder, the insurer must recognize the new broker.
Can I change my broker multiple times?
Yes, but insurers may set limits on how often you can switch within a given policy term.
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