Get Sample Letter To Change Insurance Agent

Changing your insurance agent is a significant step in managing your insurance effectively. This guide provides a comprehensive walkthrough on how to complete the Sample Letter To Change Insurance Agent online, ensuring that you submit a clear and professional request.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the date at the top of the form. This should mirror the date you are submitting the document.
3. Fill in the insurance company's name and address in the designated fields. Ensure the accuracy of the information to avoid any delays.
4. In the greeting section, address the form to 'Dear Sirs', which is a formal way to acknowledge the insurance company.
5. In the subject line, specify the reference to your policy number(s). This clarifies which policy the letter pertains to.
6. Identify yourself or the individuals granting authorization by writing 'I/We' followed by the names of the individuals involved.
7. Clearly state the name of the new insurance agent, JEM Insurance Group Inc., along with their address, ensuring that it's spelled correctly.
8. Indicate the effective date of the appointment. This is the date from which JEM Insurance Group Inc. will act as your Agent of Record.
9. Acknowledge that this new appointment replaces any prior agreements. You should understand that this authorization will remain active until you formally cancel it.
10. Authorize JEM Insurance Group Inc. to access all necessary information pertaining to your policies, as stated in the document.
11. Review the part of the document that addresses the collection and use of your personal information. Make sure you’re comfortable with how your information will be handled.
12. Sign the document in the provided signature field. Include your name and title to authenticate the request.
13. Once you have completed the form, save your changes, and consider downloading or printing a copy for your records.

Complete your document online today for a smooth transition to your new insurance agent.