Understanding Broker/Agent of Record Letters

All courses are scheduled Mountain Standard Time.

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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.