Use This Template

Broker of Record Form

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.

Broker of Record Form

Use our Broker of Record (BOR) form template to have your clients authorize you to handle their insurance.