Hines Ball

The Marketplace for Insurance Agency Acquisitions and Resources

CONFIDENTIALLY
LIST YOUR
AGENCY
FOR SALE Visit Our
Startup
Agency
Center

Create a Broker of Record Letter

Please Note: Our system does not capture your client, agency, policy or signature information. For your convenience you may set this up to save on your own browser.

   Check if client will use their own letterhead
Create Letterhead (please input client information)
Name:
Name: (2nd line if needed)
Address:
Address: (2nd line if needed)
City:
State:
Zip:
Phone:
Insurance Company Information
Name:
Enter first few characters to view suggestions
Address:
Address: (2nd line if needed)
City:
State:
Zip:
Insurance Agency Information (new broker of record)
Agency Name:
Agency Code:
City:
State:
Zip:
Policy Information
Policy 1
Policy Type:
Enter first few characters to view suggestions
Policy Number:
Effective Date:

 add more

Signature Line
Name:
Title (if a commercial account, must be owner or officer):

Latest News

Latest News

  • Marsh Completes Acquisition of Accel Holdings
  • Commercial Insurance Market Becomes More Favorable for Buyers Heading Into 2027
  • Washington Insurance Commissioner Fines Insurers, Agencies and Producers $495,200
View all articles

AgencyEquity Guides

  • Guide to Transitioning from a Captive to an Independent Insurance Agency
  • Guide to Transferring Assets After an Insurance Agency Acquisition
  • Guide to Choosing an Insurance Agency Network
View all articles

Agency Management

  • Sponsoring a Police K9 and Put Your Insurance Agency in the Spotlight
  • What Happened to Brooke Franchise Corporation
  • Partnering With a Retired Pro Athlete Could Be as Impactful as a Major Agency Acquisition
View all articles

Agency Products and Services

  • Insurance Networks Alliance Celebrates 10th Annual Meeting and a Decade of Industry Collaboration
  • Convene Risk Partners: Experts in Insurance Agency E&O Coverage
  • Leaving a Captive or Franchise Agency? Why Your E&O Application Deserves More Attention
View all articles

E&O/Legal Cases

  • Surplus Lines Placements Have Led to More Lawsuits Against Insurance Agencies
  • Insurance Agency Chooses a Legal Battle With the Department of Insurance
  • Can an Insurance Agency Sue a Customer for Defamation Over an Online Review?
View all articles
X