Broker of Record

Generate your BOR letters.

On your own letterhead, signed, with a separate letter for each carrier, all your details mapped over automatically.

1 · Letterhead

Your company logo appears at the top of every letter. PNG/JPG/SVG.

2 · Company & signer

3 · Signature

Typed here, it renders as your signature. Or leave blank, print, and wet-sign.

4 · Carriers to move

Pick a benefit, choose its carrier, and add the policy number for that line. One letter is created per carrier, choose "Other" to type a carrier we don't list. Policy numbers are optional but help carriers process the change faster.

Standard BOR language for your review. We confirm exact carrier details before anything is submitted. Not legal advice.

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