Coalition supports Broker of Record (BOR) designation, so a company may only have active Coalition quotes from a single broker at any one time.
Based on the company name, domain(s), and address you enter while quoting, you may receive a BOR notification (we use "fuzzy" matching to account for differences in information entered for the same company). This means another agency has entered a submission for this company.
In order for Coalition to transfer the BOR to your agency, please obtain a signed BOR letter from the company and contact us. Typical information included with a BOR letter include:
- Company name
- BOR effective date
- Policy number (if applicable)
- Statement appointing firm as exclusive insurance broker
Coalition grants a five day grace period to allow the current BOR to respond. Following this grace period, Coalition will assign the BOR to you.
If you believe the BOR notification was received in error, please contact us and we will work with you to resolve any issues.