Broker of Record Form

Moving your Broker of Record Form online can improve accuracy and save time because entries are centralized, searchable, and easier to monitor. Instead of relying on handwritten notes or scattered spreadsheets, you get a simple system for capturing dates, status updates, comments, and follow-up actions in one place.

The Broker of Record (BOR) form is a crucial document in the insurance industry, serving as a formal authorization that allows an insurance agency to act on behalf of a client in managing their insurance policies. This document signifies the client’s intent to grant the agency the authority to communicate with insurance carriers, handle policy renewals, and manage claims and alterations to the policy.