For Agents and Brokers
Agent of Record Policy
One clear set of rules for every producer. This policy puts in writing how SafeLease handles Agent of Record letters and competing submissions, so you always know where you stand.
How to Submit
Send AOR letters, countermands, and new business designations to: aorrequests@safelease.com
What to include:
- ✓A signed letter on the insured's letterhead, or a signed ACORD 36
- ✓The policy number(s) the change applies to
- ✓The signer's printed name and title
- ✓Signer must be an owner, officer, partner, or managing member of the insured
What happens next:
- 1The current agent of record is notified within 1 business day
- 2A 10-business-day countermand period follows; the current agent can acknowledge the change by reply and waive the remainder, finalizing it sooner
- 3The new agent of record receives confirmation when the change is final
Ready to submit an AOR request, or have a question about the policy or a submission? Email aorrequests@safelease.com and our team will respond promptly.
