Last Updated 10/30/2024
Submitting a Broker of Record (BOR) change request is straightforward and can only be done at account renewal. Just follow these steps:
- Complete a broker of record change request form and have the policyholder sign it.
Please note, typed names with no audit trail for e-signature is not considered a valid signing.
REQUIRED FIELDS
-New agency name & number
-Previous agency
-All lines of coverage to be moved
-Producer name
-Effective date - Email the signed form to us at hello@coverwhale.com with formal/wet signatures, or if eSignature is being used, please supply the e-signature audit trail.
Once an associate has reviewed your request, we'll get back to you witin five business days.