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Transferring the Broker of Record: Basic information

When you transfer your broker of record to Gusto, it notifies your insurance carrier that we'll be managing your company's benefits moving forward. Your employees won't experience any changes during this time and can continue using their current benefits. After the transfer, you and your employees will be able to view and manage benefits directly within Gusto:

You can transfer your benefits to Gusto if your renewal date is 3+ months away. After your renewal, you can transfer your benefits immediately. 

The person who is on file with the carrier and/or who signed the initial contract will need to sign the transfer documents within Gusto.

See this article for a list of information you'll need before you begin the transfer. 

See this article for steps you'll need to take in your Gusto account while initiating the transfer.