Broker of Record Information

Curi Holdings, Inc.’s subsidiary insurance companies (collectively “Curi”) do not encourage Broker of Record (“BOR”) changes; however, Curi recognizes that it is part of the business, and it does happen on occasion. Policyholders may want to change their BOR for various reasons.

As a result, Curi permits policyholders to choose their preferred Curi Broker. We have made updates to our BOR. These updates include:

• Curi recognizes a BOR at the premium indication stage for new business.  We follow a “first in” approach when it comes to honoring who the BOR is for new business whereby whomever submitted the required underwriting information/documentation/application for an indication request will be treated as the BOR.
• Binding new business will constitute a BOR for the upcoming policy term. Curi will allow and honor a BOR letter no later than the policy’s effective date. The broker on the effective date is the BOR, the servicing producer, and will receive commissions for the policy term.

Access Curi’s BOR Guidelines and sample request letter

Please submit any BOR change via email requests to BOR.requests@curi.com.

For additional information, review our BOR FAQs.