Glossary · Sales & procurement

Broker of Record (BOR)

A signed designation establishing one broker as the client's exclusive representative for placing and servicing a specific insurance or PEO arrangement.

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Entravia Editorial

The Broker of Record letter is the standard mechanism by which a client transfers servicing rights from one broker to another, or designates a broker initially. PEOs typically require a current BOR before releasing renewal data or quoting.

For brokers running competitive PEO processes, securing a BOR early is operationally important; without it, incumbent PEOs may decline to engage.

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