In instances where a Policyholder wishes to transfer their policy from one Broker to another, either a letter directly from the Policyholder or new Broker needs to be provided and emailed to agency@commercialexpress.co.uk
The letter will need to contain the following information:
- Full name and address of the policyholder
- Policy number
- The name and address of the Broker they would like to transfer to
- Policyholder’s signature or in the case of a business the letter should be signed by a director or business owner. If there is an outstanding premium on the Policyholders account, confirmation of which Broker will be responsible for settlement of that premium
If you have a client that wishes to transfer their policy to your brokerage, however you do not currently hold an agency with us and would like to, please complete our Agency Application form that can be found at the following link www.commercialexpress.co.uk/register or by accessing our website as shown below:
