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Agent/Broker Change Request
PLEASE READ THE FOLLOWING CAREFULLY:
To change the agent/broker of record on your policy, provide the information below. For this request to be processed it must be complete and accurate, and it must be signed by the Named Insured or an authorized requestor and by the new agent/broker.
1) You are requesting to change the agent/broker of record on your policy. 2) After your request is processed your current agent/broker will no longer be authorized to service your policy, including making changes to and gathering information about your policy. 3) Changing your agent/broker of record should not be an attempt to reduce premium, and changes made to your policy by the new agent/broker of record are subject to an underwriting review by Progressive that could result in a premium increase.
Name Insured
(Required)
First
Last
Email
(Required)
Policy Number
(Required)
Current Agency/Broker Information
(Required)
Agency/Broker Name:
Coordinated Insurance Services
Agent/Broker Code:
022WD
Producer Name:
Brinton James Fuller
Agent Address:
5788 South 900 East, Murray, UT 84121
Agent Phone Number:
801-568-9800
Signature of Named Insured or authorized requestor
(Required)
Reset signature
Signature locked. Reset to sign again
Print Name
Date
(Required)
MM slash DD slash YYYY
AGENT/BROKER ACKNOWLEDGEMENT:
Per your Producer’s Agreement you have a duty to comply with our Underwriting Requirements and, after acquiring a policyholder, to
immediately obtain all original signed applications, selections and rejections of optional coverages, and all other records relating to the policy.
All records must be maintained pursuant to the Producer’s Agreement and all applicable state laws. If attempts to obtain records from the prior agent/broker are unsuccessful, then you must obtain new signature forms from the policyholder for any coverage rejections, lower limit elections, driver exclusions, and payment authorizations. Failure to do so may qualify as an error or omission by your agency and could result in the termination of your Producer’s Agreement.
Δ
Close Menu
Business Insurance Services
Individual/Family
Trucking
Employer Services
Employee Health Request Form
Request a Quote
Home and Auto
Health
Contact
About Us
Meet the team
Request a Certificate
Make a Change to Your Policy
Electronic Signature
Pay With Credit Card
Pay With Checking Account
Leave Us A Review
Media
Client Portal
Client Portal
(801) 568-9800
twitter
facebook
linkedin