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Get Agent Of Record Letter - Select Health - Selecthealth
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How to fill out the AGENT OF RECORD LETTER - Select Health - Selecthealth online
The Agent of Record Letter is a crucial document that designates an agent to represent a client with respect to insurance products from SelectHealth. This guide provides clear, step-by-step instructions for filling out the form online, ensuring all necessary information is included accurately.
Follow the steps to fill out the Agent of Record Letter successfully.
- Press the ‘Get Form’ button to access the form and open it in your preferred editor.
- Enter the date at the top of the form in the designated format: Month/Day/Year.
- Fill in the recipient's name, Mrs. Janica Blackhurst, along with the address provided for SelectHealth.
- Provide the name of the company that is designating the Agent of Record.
- Specify the effective date of the designation, ensuring the format is clear.
- Enter the name of the agent who will be acting on behalf of the client.
- Include a statement confirming the agent's appointment and the understanding of commissions or fees.
- List the responsibilities of the Agent of Record, which may include soliciting insurance proposals and reviewing them.
- Include the agent’s name, phone number, agency name, address, city, state, and ZIP code in the designated areas.
- Ensure that the employer signs and dates the document in the appropriate sections.
- The agent must also sign and date the letter at the bottom, confirming acceptance of the designation.
- Finally, save the changes made to the document. You may then choose to print, download, or share the completed form as needed.
Complete your Agent of Record Letter online to ensure your coverage arrangements are properly managed.
An agent of record, also known as a broker of record, is a company or individual with legal authority to represent the insured party and manage an insurance policy on their behalf. Companies hire agents of record as service providers to avoid dealing with health insurance themselves.
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