Broker of Record transfer

Switch your broker without disturbing your policy.

A Broker of Record (BOR) transfer moves servicing rights to Bindly Insurance without changing the policy itself. Your coverage, your premium, and your carrier all stay the same — only the producer on the account changes. Works for any commercial line: property, general liability, commercial auto, BOP, workers' compensation, umbrella, professional liability, cyber, or specialty E&S placements.

Once you submit, we'll email a one-click signing link to the signer. Review and sign in the browser — no print, scan, or fax — and we'll handle the rest with your current insurer.

Generate your BOR letter

We'll email a one-click signing link to your signer within a minute.

Your company

Legal name *

DBA (if different)

EIN (optional)

Street address

City

State

ZIP

The policy this BOR is for

Current carrier *

If your policy is placed through a wholesaler or E&S market, pick "Other / not listed" and type the carrier shown on your COI or declarations page.

Policy # (optional)

Skip if you don't have it — carriers can identify the policy by your business name, the carrier, and effective date.

Current broker or agency (optional)

Effective date (optional)

Expiration date (optional)

Reason for switching

Why are you switching? *

The signer

The signer must have authority to bind the named insured on producer-of-record decisions — typically an owner, officer, manager, or named member of the entity.

Signer name *

Title

Signer email *

Signer phone

Signing authority confirmedThe signer named above has authority to designate brokers on behalf of this company. No coverage, premium, or carrier changes are being requested — only the producer of record changes.

We email the unsigned draft to the signer for review. We do not send anything to the carrier until you sign.