Section 5: How to Submit Business – Broker of Record Process

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Guidelines

 Payroll to Payroll – Broker of Record changes can be submitted to the following carriers mid-term:

              

**Other carriers accept Broker of Record changes at renewal**

 Direct Bill to Payroll – Broker of Record changes can be submitted 10 – 90 days prior to renewal

 There is a 3 – 10 day waiting period

 To process a Broker of Record change, we need a signed Broker of Record letter, a copy of the client’s current policy, a new

completed application and EFT Form

 

What Happens Next?

 

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