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BROKER OF RECORD LETTERS
Instructions:
This letter will enable JZA to take over handling your current insurance policies. One letter must be sent to each company writing coverage for you. In each letter, be sure to include the policy number of your current policy. If you can identify the policy period or policy term on the declarations page of the policy, that is also helpful. Please print it on your letterhead; sign and mail.
If you have questions about the use of this form letter, please call Mary Anne Hughes-Creech at JZA 301-664-9487.
Sample Letter
[Date]
[Insurance Company Name]
[Address]
Re: [Policy Numbers and type of coverage]
[Policy period or policy term]
Gentlemen:
Please be advised that effective [date] we have appointed The P. Allen Haney Company (JZA, Inc.) as our agent and broker with regard to insurance and bonding requirements. This letter also constitutes your authority to furnish the representative of The P. Allen Haney Company with all information they may request regarding our insurance contracts, schedules, worksheets, bonds, or other data.
Sincerely,
[Name]
[Title]
Instructions: This letter will enable JZA to take over handling your current Hartford policy. Be sure to include the policy number of your current policy. If you can identify the policy period or policy term on the declarations page of the policy, that is also helpful. Please print the letter on your letterhead; sign and mail.
If you have questions about the use of this form letter, please call Mary Anne Hughes-Creech at JZA 301-664-9487.
Sample Letter
[Date]
The Hartford SCIC
5525 Albemarle Rd.
Charlotte, NC 28229
Re: [Policy Numbers and type of coverage]
[Policy period or term]
Gentlemen:
Please be advised that effective [date] we have appointed The P. Allen Haney Company (JZA, Inc.) as our agent and broker with regard to insurance and bonding requirements. This letter also constitutes your authority to furnish the representative of The P. Allen Haney Company with all information they may request regarding our insurance contracts, schedules, worksheets, bonds, or other data.
Sincerely,
[Name]
[Title]
Instructions: This letter will enable JZA to take over handling your current Travelers policy. Be sure to include the policy number of your current policy. If you can identify the policy period or policy term on the declarations page of the policy, that is also helpful. Please print the letter on your letterhead; sign and mail.
If you have questions about the use of this form letter, please call Mary Anne Hughes-Creech at JZA 301-664-9487.
Sample Letter
[Date]
Travelers Select
Ms. Karen King
14048 Park East Circle
Chantilly, VA 20151
Re: [Policy Numbers and type of coverage]
[Policy period or policy term]
Dear Ms. King:
Please be advised that effective (date) we have appointed The P. Allen Haney Company (JZA, Inc.) as our agent and broker with regard to insurance and bonding requirements. This letter also constitutes your authority to furnish the representative of The P. Allen Haney Company with all information they may request regarding our insurance contracts, schedules, worksheets, bonds, or other data.
Sincerely,
[Name]
[Title]
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last updated:
01/31/08
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