How do I transfer a book of business from one Agent to another?
If you are looking for an easy way to manage your Agents’ business, InsurRate is the perfect tool. Using InsurRate, you can transfer a book of business between agents seamlessly. Follow these simple steps to manipulate the required book of business or contact West Point Insurance Services if you are interested in getting your insurance company set up with the InsurSys™ suite.
Step 1: Enter your portal and go to the Transfer Policies tab.
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.”
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!