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Learn more about Bing search results hereOrganizing and summarizing search results for youTo write a letter to an insurance company for a change of agent, follow these steps:- Introduction: Start by introducing yourself and providing your policy number.
- Request for Change: Clearly state your request for a change of agent.
- Policy Details: Provide detailed information about your insurance policy and the coverage you require.
- Timeline for Change: Specify when you want the change to take effect.
- Closing: Conclude the letter politely.
Alternatively, if you want to change agents, you can use an Agent of Record letter (AOR).
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For an in-house change of agent, a letter of instruction signed by the principal of the agency can be submitted. Registered principal of the firm: NASD registered person with series 24 or series …
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