Understanding Broker/Agent of Record Letters


This course lasts 1 hour.


As an insurance professional, it is important to understand what a Broker of Record form is.

During this class, the student will investigate the following:

  • Best Practices for a Broker of Record Form
    • Advanced Notice
    • Rescinding/Waiting Period
    • Applications
    • Loss Runs
  • Midterm Broker of Records
  • Personal Lines Broker of Record Process
  • Commercial Lines Broker of Record Process
  • Excess and Surplus Lines Broker of Record
  • Example of an ACORD Broker of Record Form

*This course lasts 1 hour.

Live online events

1 hour, 09:00 AM MST - 10:00 AM MST


  • $19.00 excl. Tax

1 hour, 09:00 AM MDT - 10:00 AM MDT


  • $19.00 excl. Tax