SWITCHING · KEEP YOUR CARRIER
Already insured? Keep your policies. Switch your broker.
A one-page broker of record letter moves servicing to Worklio. Your carriers, coverage, and ID cards stay exactly the same, and eligible comp policies can move to pay-as-you-go billing.
STEP 01 · UPLOAD DECLARATIONS PAGES
STEP 02 · SIGN BROKER OF RECORD LETTER
We'll pre-fill one letter per carrier from your uploads. You e-sign once; we send them.
Review and e-signSTAYS THE SAME
- Your carriers
- Coverage and limits
- Policy numbers and ID cards
- Renewal dates
WHAT YOU GET
- A named advisory team
- Monthly carrier bill audits
- Pay-as-you-go comp, where eligible
- COIs and claims in one dashboard
- Does switching cost anything?
- No. Broker compensation comes from the carrier and is disclosed to you up front.
- How long does it take?
- Most carriers process a broker of record change within 5–10 business days.