If you are changing agencies as an Agent, what action should you take?

When changing agencies as an Agent, completing a broker and book of business transfer request form is the appropriate action to take. This form facilitates the official transfer of your licensing and client information from your former agency to the new agency. It ensures that all necessary documentation is properly handled and that your clients' information is retained and respected during the transition.

In the context of transferring to a new agency, this process is important to maintain compliance with regulatory requirements and to ensure that clients receive uninterrupted service. This transfer request helps to formally document the change, making it clear that you are moving your business and will continue to assist your clients at your new agency.

Creating another agent account independently is not advisable because it could lead to confusion regarding your licensing and client management, potentially violating policies related to agency transitions. Asking the new Agency Manager to initiate an account is a step that may occur after the transfer, but it doesn't address the necessary protocol for handling your book of business. Similarly, while requesting your former agency manager to transfer your account might seem like a viable option, it does not follow the standard procedure for such transitions, which the designated transfer request form properly adheres to.