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Documentation needed to transfer the broker of record

You'll need the following information to complete the broker of record transfer. You can find this information on your personal insurance card or on invoices sent by your current carriers.

  • Names of all your current health insurance carriers. Examples include Blue Shield, Anthem, and Aetna. 
  • Policy ID numbers associated with each carrier.
  • Effectives dates of each policy.

Payroll, benefits, HR and more.