3 Proven Templates for Changing Insurance Agents

For a smooth agent change process with your insurer, provide clear, concise information using our three formal templates tailored to common scenarios like service dissatisfaction, personal agent recommendations, or relocation needs.

Template 1: Dissatisfaction with Current Service





Subject: Request for Change of Insurance Agent

Dear [Insurance Company Name] Customer Service,

I am writing to request a change in my insurance agent assigned to my policy [Policy Number]. While I value the services provided by [Insurance Company Name], I have encountered several issues with my current agent, [Current Agent’s Name], that have not been resolved satisfactorily. These issues include delayed responses to inquiries, lack of comprehensive advice on coverage options, and overall dissatisfaction with the customer service received.

Given these concerns, I believe a change in my insurance agent is necessary to ensure that my insurance needs are met with the highest level of service and expertise. I request that you assign a new agent to my account who is known for their prompt communication, thorough knowledge of insurance products, and exceptional customer service.

Please let me know the process and timeline for making this change. I am eager to continue my relationship with [Insurance Company Name] and believe that with the right agent, my experience can be significantly improved.

Thank you for your attention to this matter. I look forward to your prompt response and the resolution of my request.

Sincerely,

[Your Name]
[Your Contact Information]

Template 2: Personal Recommendation for a New Agent

Subject: Request to Change to a Specific Insurance Agent

Dear [Insurance Company Name] Customer Service,

I am reaching out to formally request a change of agent for my insurance policy [Policy Number]. Having been a loyal customer of [Insurance Company Name] for [number of years] years, I recently had the opportunity to interact with [New Agent’s Name] at [event or occasion]. I was impressed with their depth of knowledge, professionalism, and the insightful advice provided during our conversation.

Based on this positive interaction, I would like to request [New Agent’s Name] as my new insurance agent. I believe their expertise and approach to customer service align perfectly with my expectations and needs as a policyholder.

Please inform me of the necessary steps to facilitate this change. I am confident that having [New Agent’s Name] as my agent will enhance my satisfaction and engagement with [Insurance Company Name].

Thank you for considering my request. I look forward to a swift response and the continuation of my valued relationship with [Insurance Company Name].

Kind regards,

[Your Name]
[Your Contact Information]

Template 3: Relocation Necessitating a Change

Subject: Change of Insurance Agent Due to Relocation

Dear [Insurance Company Name] Customer Service,

I hope this message finds you well. I am writing to inform you of my recent relocation to [New City, State] and to request a change of agent for my policy [Policy Number]. My move necessitates finding a local agent who can provide in-person assistance and better understand the specific insurance requirements and opportunities in my new area.

Therefore, I kindly ask that you assign an agent based in [New City, State] to my account. An agent with a strong local presence and knowledge of the regional insurance landscape would be ideal, as they could offer the most relevant advice and support for my new circumstances.

Please let me know the next steps in this process and any additional information you require from me to implement this change. I appreciate your assistance in ensuring a smooth transition during this period of adjustment.

Thank you for your continued support and service. I look forward to your prompt reply.

Best regards,

[Your Name]
[Your New Address]
[Your Contact Information]


Each template can be tailored to fit your specific situation, ensuring that your communication is clear, respectful, and effective in facilitating the change of your insurance agent

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