How Do I Transfer A Book of Business From One Agent To Another?

How do I transfer a book of business from one Agent to another?

Step 1: Enter your portal and go to the Transfer Policies tab.

How To Transfer Policies Between Agents

Step 2: Input the ID of the Agent from whom you are transferring the policies and the ID of the agent to whom they are being transferred (it should autofill).

Step 3: Select the effective date on which you’d like the transfer to be completed.

Step 4: Click “Transfer.”

Get InsurRate

As you can see, transferring a book of business from one Agent to another is super quick and easy using InsurRate. If your insurance company is not currently set up with the system, reach out to West Point Insurance Services today!