Broker of Record

Keep your plans.
Upgrade your broker.

You spent years building your coverage. You don't have to tear it down to get a better partner. A simple Broker of Record letter moves your existing portfolio to Think, same plans, same carriers, same rates, and puts our team, technology, and compliance behind it.

What stays the same

Everything about your coverage.

  • Your plans, carriers, and networks
  • Your current rates and renewal date
  • Your employees' coverage, no re-enrollment
  • No gap in coverage, no cost to switch
What you gain

The agency you wish you'd had.

  • A dedicated team that actually answers
  • Benefits-admin technology and data dashboards
  • Compliance owned and calendared for you
  • A real strategy for your next renewal
How It Works

Switching takes one signature, and we do the rest.

A Broker of Record (BOR) letter simply tells your carrier that Think now services your account. It doesn't touch your coverage or your pricing, it just changes who's in your corner.

01

We review

A short call to understand your current coverage, your renewal date, and what's frustrating you.

02

You sign the BOR

We prepare the one-page letter. You sign it. That's the entire lift on your side.

03

We take over

We notify the carriers and assume servicing, usually effective within days, with no coverage gap.

04

You get the upgrade

Service, technology, compliance, and a strategy for your next renewal, starting day one.

Common Questions

No catch. Here's the honest version.

Ready when you are.

Tell us what you carry today. We'll set up a short review, prepare your Broker of Record letter, and handle the transition from there.

Start your switch

No obligation. We'll reach out within one business day.