I have put together an easy to use online system that allows you to create a BOR in a snap! No more looking up carriers addresses, no more errors, and best of all, it doesn't cost anything!
• You will be able to create a BOR in a PDF format, allowing you to email directly to your client
• You will be able to create a letterhead or allow your client to print on their own letterhead
• Most insurance carriers are saved in the system, making it easy to pull up a carrier and their address
• Your agency or your client’s information saves only on your browser and is not captured by our system
I welcome your input and comments, by the way you can access this at http://www.agencyequity.com/broker_of_record_letter
Create a Broker of Record Letter
Moderators: Josh, independent guy
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Create a Broker of Record Letter
http://www.agencyequity.com
The Premier Website for Insurance Agency Principals, Executives, and Producers with Executive-Level Business Needs
The Premier Website for Insurance Agency Principals, Executives, and Producers with Executive-Level Business Needs