Process a BOR

Process a BOR

This Process is simply used to submit/track on the Sheet for an Acc Manager. Do not give or share with clients or referral sources, in house use ONLY.

Date*

Date

Agency Name*

enter agency prefix

Producer Name*

Assigned BOR*

Producer Referral Sheet*

Obtained Via*

What is the Ezylynx Client ID

Page URL

Information for the Policies:

Named Insured on the Policy*

As it Appears on Policy

Policy Number*

Policy Premium

What is the Effective Date of the Policy

This must be the effective date for the current term of the policy, not the prior term or the future term, must be current term only.

What is the Expiration Date of the Policy

This must be the expiration date for the current term of the policy, not the prior term or the future term, must be current term only.

Choose the Line of Business*

Which Carrier is the BOR for

* Aegis requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* American Collectors Insurance requires at least 30 days prior to renewal for the policy to be
successfully transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* American Modern does not allow BOR in California.
The policy must be written with a new business application
as to move to another agency.

* Aon Edge requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* ASI requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Assurant (NFIP) requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* AU Gold requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Bamboo requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Bluewater requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Bridge Specialty requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* CATcoverage requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Collect Insure requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* CSE requires at least 60 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Delos requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Distinguished requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* ePremium requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Fair Plan requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* First Cap requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Flood Risk Solution requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

(Bristol West)

* Bristol West requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time for
the renewal and will be effective the following next year/term.

(Foremost Specialty)

* Foremost Specialty requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Guard requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Geovera requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Hartford requires at least 20 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Hagerty requires at least 21 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Heritage requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Hippo requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Honeycomb requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Hudson requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* ICAT requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Infinity requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Ins Helper requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* ISC requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* JC Taylor requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Jewelers Mutual requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* JIBNA requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Kemper Auto requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Kemper requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* KW Specialty requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Lightspeed requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Mapfre requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

(California Auto Insurance)

* California Auto does not allow BOR in California.
The policy must be written with a new business application
as to move to another agency.

* Metlife requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Mile Auto requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Nat Gen requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Nationwide requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Neptune requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Obie requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Pacific Specialty requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Palomar requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Progressive requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Personal Umbrella requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* REInsure Pro requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* RLI Corp requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* RVNA requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Safeco requires at least 15 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Sagesure requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Selective Flood requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* SES requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Special Ins. requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Sterling requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Stillwater requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Travelers requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* US Assure requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* USLI requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* WOWs requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Vacant Express requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Veracity requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

* Wright Flood requires at least 30 days prior to renewal for the policy to be successfully
transferred to the new agency code. Otherwise the BOR may not be processed in time
for the renewal and will be effective the following next year/term.

What is going to be the effective date of the change in Agency

When will we become the new agent