This guide was created with Scribe in 3 minutes. Sign in and create your own!
How to do an AOR
Kristin Franklin |
0 step |
3 minutes
Navigate to [https://renegadeins.zendesk.com/hc/en-us](https://renegadeins.zendesk.com/hc/en-us)
2
Click the "Search" field.
Zoom Saved
3
Type "acord forms [[enter]]"
4
Click "ACORD 36 - AOR (agent of record)"
Zoom Saved
5
Click "Acord Form 36 - Agent-Broker of Record Change BOR.pdf"
Zoom Saved
6
Click the "Search" field.
Zoom Saved
7
Type "cheat sheet [[enter]]"
8
Click "The state that applies to your AOR"
Zoom Saved
9
Click "Click here to access"
Zoom Saved
10
Switch to tab "PL Carrier Cheatsheet (10222022).xlsx"
11
Click here "obtain the agent code for the corresponding carrier"
Zoom Saved
12
Copy and Paste the agent code into the acord form
Zoom Saved
13
Fill out the entire AOR form
Zoom Saved
14
Once you have completed the AOR you will need to submit the Acord to the carrier directly. Using the email provided on the cheatsheet...
Zoom Saved
15
Once you have submitted the AOR to the carrier, you will then need to upload the signed AOR, signed dec page along with any required trailing docs i.e exclusions, UM form
Want to make guides like this in seconds? Yes, it's really that fast.
Show Me How
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe