Dear [Insurance Company Name],

I am writing to inform you that I am appointing [New Broker Name] as my new broker of record for all my insurance policies with your company. Please consider this letter as formal notification of the change, effective [Effective Date].

Sincerely,

[Client’s Name]

To Whom It May Concern,

I hereby authorize [New Broker Name] to act as my broker of record for all insurance policies held with your firm. This change is effective immediately. Thank you for your attention to this matter.

Best regards,

[Client’s Name]

Hi [Insurance Company Name],

This letter is to inform you that I have chosen [New Broker Name] as my new broker of record for all insurance policies. Please update your records accordingly. The effective date of this change is [Effective Date].

Regards,

[Client’s Name]

Attention: [Insurance Company Name]

I am writing to designate [New Broker Name] as my broker of record for all insurance policies with your company. This change will be effective as of [Effective Date]. I appreciate your prompt attention to this matter.

Warm regards,

[Client’s Name]

[Insurance Company Name] Management,

This letter serves as formal notification that I have appointed [New Broker Name] as my broker of record. I kindly request that all future communications regarding my insurance policies be directed to them. The effective date of this change is [Effective Date].

Thank you,

[Client’s Name]

Dear [Brokerage Firm Name],

I am writing to inform you that I have decided to appoint a new broker of record for all my insurance policies. After careful consideration, I have chosen [New Broker Name] to represent me moving forward. I kindly request that you facilitate the transfer of all relevant documents and information to [New Broker Name] at your earliest convenience.

To Whom It May Concern,

After much deliberation, I have made the decision to switch brokers and appoint [New Broker Name] as my broker of record. I appreciate the service and support provided by your team thus far and trust that the transition process will be seamless. Please assist in transferring all pertinent files to [New Broker Name] promptly.

Attention: Brokerage Department,

This letter serves as notification of my intention to change brokers and appoint [New Broker Name] as my broker of record. I am confident in their abilities to handle my insurance needs effectively and look forward to a fruitful collaboration. Kindly coordinate with [New Broker Name] to ensure a smooth transfer of all relevant documents.

Dear [Current Broker Name],

It is with mixed emotions that I inform you of my decision to select [New Broker Name] as my new broker of record. While I have appreciated the support and service provided by your team, I believe that a change is necessary at this time. I trust that you will assist in transitioning my policies smoothly to [New Broker Name].

Dear Sir/Madam,

After careful consideration, I have decided to appoint [New Broker Name] as my broker of record. I have been impressed with their expertise and dedication to serving their clients and am confident in their ability to meet my insurance needs. I kindly request your cooperation in transferring all relevant documents to [New Broker Name] promptly.

Attention: Broker of Record Department,

This letter is to notify you of my decision to appoint [New Broker Name] as my broker of record. I appreciate the service provided by your team thus far and am grateful for your assistance in this matter. Please work with [New Broker Name] to ensure a seamless transition of all necessary information.

To Whom It May Concern,

I am writing to inform you that I have chosen [New Broker Name] as my new broker of record. I believe that their expertise and dedication will serve me well in handling my insurance policies. I kindly request your cooperation in transferring all relevant documents and information to [New Broker Name] as soon as possible.

Dear [Insurance Company Name],

I am writing to inform you that I am appointing [Broker Name] as my broker of record for all of my insurance policies effective immediately. This decision is made after careful consideration and I believe that [Broker Name] will provide me with the best service and coverage options.

To Whom It May Concern,

With this letter, I hereby designate [Broker Name] as my broker of record. I trust that [Broker Name] will act in my best interests and provide me with excellent insurance solutions. I look forward to a successful partnership.

Attention: Insurance Department,

I am writing to advise you that I have selected [Broker Name] to serve as my broker of record going forward. I believe that [Broker Name] has the expertise and experience to handle my insurance needs effectively. Thank you for your attention to this matter.

Dear [Insurance Company Name] Team,

I am excited to announce that I have chosen [Broker Name] as my broker of record. I have full confidence in [Broker Name]’s ability to represent me and provide me with top-notch insurance services. I am looking forward to a successful partnership with your company.

Attention: Broker Department,

This letter serves as notification that I am appointing [Broker Name] as my broker of record, effective immediately. I trust that [Broker Name] will handle all my insurance matters professionally and efficiently. Thank you for your attention to this matter.

To the Insurance Department,

I am writing to inform you that I have chosen [Broker Name] as my broker of record. I believe that [Broker Name] will provide me with the best insurance solutions and customer service. I am excited about the prospect of working with [Broker Name] and your team.

Dear [Insurance Company Name] Representatives,

I am pleased to inform you that I have appointed [Broker Name] as my broker of record. I have confidence in [Broker Name]’s abilities and look forward to a successful partnership. Thank you for your attention to this matter.

Dear [Current Broker’s Name],

I hope this letter finds you well. I am writing to inform you that I have decided to switch insurance brokers. I kindly request that you release all information pertaining to my policies to my new broker of record, [New Broker’s Name]. Thank you for your assistance in this matter.

To Whom It May Concern:

I am reaching out to officially appoint [New Broker’s Name] as my broker of record. I request that you cooperate with them and provide all necessary documents and information to facilitate a smooth transition. Your prompt attention to this matter is greatly appreciated.

Dear [Current Broker’s Name],

After careful consideration, I have decided to make a change in insurance brokers. Please consider this letter as my authorization for [New Broker’s Name] to act as my broker of record moving forward. I thank you for your services thus far and appreciate your cooperation in this transition.

[Current Broker’s Name],

I am writing to inform you that I have chosen [New Broker’s Name] as my new broker of record. I trust that you will work with them in transferring all necessary information to ensure a seamless transition. Your professionalism throughout this process is valued.

To the Insurance Brokerage Team:

Effective immediately, I am appointing [New Broker’s Name] as my broker of record. I kindly request that you provide them with access to all relevant policy information and assist them in any way necessary. Thank you for your cooperation.

Dear [Current Broker’s Name],

As I embark on a new chapter in my insurance needs, I have selected [New Broker’s Name] as my broker of record. I trust that you will work with them to ensure a smooth transition and provide all necessary documentation promptly. Your cooperation is greatly appreciated.

To Whom It May Concern:

This letter serves as official notice that [New Broker’s Name] will now act as my broker of record. I kindly request that you assist them in obtaining all pertinent information regarding my policies. I thank you for your attention to this matter.

Dear [Insurance Company Name],

This letter is to inform you that we have elected to appoint [New Broker Firm Name] as our new broker of record for all insurance placements effective [Effective Date]. We appreciate the services provided by [Previous Broker Firm Name], but after careful consideration, we believe that [New Broker Firm Name] will better meet our insurance needs going forward.

Sincerely,

[Your Name]

To Whom It May Concern,

I am writing to inform you that we have chosen to designate [New Broker Firm Name] as our broker of record for all insurance matters moving forward. This decision was made after thorough evaluation and we believe that [New Broker Firm Name] is best suited to handle our insurance needs.

Thank you for your understanding.

Best regards,

[Your Name]

[Insurance Company Name]

[Insurance Company Address]

City, State, Zip Code

Dear Sir/Madam,

I am writing to officially notify you that we are appointing [New Broker Firm Name] as our broker of record for all insurance services. We have full confidence in their abilities to represent us effectively and efficiently.

Warm regards,

[Your Name]

Greetings,

This letter serves as notice that we are selecting [New Broker Firm Name] as our new broker of record. We have found their expertise and dedication to be exemplary and believe they will serve us well in all future insurance matters.

Thank you for your attention to this matter.

Regards,

[Your Name]

Attention: [Insurance Company Name]

Subject: Appointment of Broker of Record

Dear [Insurance Company Name],

We are pleased to inform you that we have chosen [New Broker Firm Name] as our broker of record. We believe that this decision will lead to improved service and better insurance coverage for our company.

Best wishes,

[Your Name]

Example: Your current broker is not meeting your needs, and you decide to switch to a new broker who offers better services. You would use a broker of record letter to make the change official and protect your interests.

Example: You are a business owner and want to consolidate all your insurance policies under one broker for convenience. A broker of record letter can help streamline the process and ensure all your policies are in one place.

Example: You have found a broker who specializes in a specific type of insurance that is crucial for your business. By using a broker of record letter, you can transfer that specific policy to the new broker while keeping the rest with your current broker.

Example: Your current broker is retiring or closing their business, and you need to appoint a new broker to take over your policies. A broker of record letter can help facilitate the transition smoothly and protect your coverage.

Example: You are unhappy with the customer service or communication from your current broker and want to switch to a more responsive broker. Using a broker of record letter can help formalize the change and ensure a better experience with the new broker.

Example: You have multiple insurance policies with different brokers and want to consolidate them under one broker to simplify your management. A broker of record letter can help you make this transition smoothly and ensure all your policies are handled by the same broker.

Example: You have found a broker who offers better coverage options or more competitive rates than your current broker. By using a broker of record letter, you can switch to the new broker and take advantage of the improved terms while maintaining your current policies.

1. Company Logo: Include your agency’s logo at the top of the letterhead to establish brand recognition and credibility.

2. Company Name: Clearly display the name of your agency in a prominent position on the letterhead for easy identification.

3. Contact Information: Include contact details such as phone number, email address, and physical address to make it easy for the recipient to reach out.

4. License Number: Display your agency’s license number to add legitimacy and compliance to the broker of record letter.

5. Date: Make sure to include the date on the letterhead to indicate when the broker of record letter was issued.

6. Design Elements: Choose a professional and visually appealing design for the letterhead to enhance the overall look of the document.

7. Personal Touch: Consider adding a personal touch to the letterhead, such as a handwritten signature or a short message, to make the broker of record letter more memorable and engaging.