DBKS Switching agents is simple.
Send us your current certificate of insurance. We prepare the paperwork, you e-sign it, and we take it from there.
How it works
Four steps. Most of the work is ours.
- Upload your current certificate of insurance. The COI you already hand out works fine.
- We read it and pre-fill your letter. We pull your carriers, policy numbers and effective dates and pre-fill a broker of record letter on your company letterhead. No letterhead? Just your company name works.
- You e-sign it. We send the letter by e-signature (Docusign). No printing, no scanning.
- We take it from there. We send the letter to your carriers and handle the follow-up.
A broker of record letter changes only who services your policies. Your coverage stays the same until renewal.
Sub came up short on limits? We don't just check certificates, we help get the coverage in place as a licensed agency working with our preferred partner, The Nitsche Group. Read the FAQ.
Not ready to switch? Just want a quote?
We'll pass your info to our preferred partner, The Nitsche Group, and someone will reach out.
What the letter looks like
A sample layout. Your details are filled in from your certificate.
[Date]
To: [Carrier name]
Re: Broker of Record
Policy no. [Policy number] · Effective [Effective date]
Please accept this letter as notice that we have appointed The Nitsche Group as our broker of record for the policy listed above, effective immediately. This rescinds any previous broker of record designation for this policy.
Please provide The Nitsche Group with all information they request regarding this policy.
[Name], [Title]
[YOUR COMPANY NAME]
