Irene Herman Insurance -- Agent of Record Form

Agent of Record Request

For your convenience, you can fill one out the form below appointing our agency as your exclusive agent of record. Once we receive your online submission, we will fax you a copy to obtain your signature. Please fax back to us at your earliest convenience.

Date:

Re: Name Insured:

Type of Policy:

Insurance Company:

Policy Number:

Day Phone: Night Phone:

Best Time To Call: AM PM

Dear Underwriter:

Effective I appoint IRENE HERMAN INSURANCE as my exclusive agent of record for the captioned policy and permission is granted to develop underwriting information for our insurance account.

This appointment rescinds all previous appointments and the authority granted will remain in force until cancelled in writing.

Reason(s) for Agent Change:

Customer Moved
Agent Moved
Long Dist and/or Convenience
One agent for all policies
Suggested by Agent
Suggested by Agent of Record Discourteous Agent/Agency
Unsatisfactory Service
Personal Preference
Agent retired or left Company
Suggested by Management
Other (Please explain in remarks)

Remarks:

_______________________________________________
(Signature)

(Print Name)

(Title, if applicable)

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422 Presidio Ave., San Francisco, CA 94115
877-447-4212

Important Note: This website provides only a simplified description of coverages and is not a statement of contract. Coverage may not apply in all states. For complete details of coverages, conditions, limits and losses not covered, be sure to read the policy, including all endorsements.


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