How to Write a Change of Insurance Agent Sample Letter: A Complete Guide

Are you tired of dealing with an insurance agent who just doesn’t seem to have your best interests at heart? Or perhaps you’ve found yourself in a situation where your current agent is not meeting your needs. Whatever the case may be, it’s normal to question whether or not it’s time for a change. The good news is that if you’ve made the decision to switch agents, we’re here to help. In this article, we’ll provide you with a change of insurance agent sample letter that you can use to notify your current agent of your decision. We understand that this can be a daunting task, but rest assured that it doesn’t have to be complicated. You can find plenty of examples online that you can edit as needed. So don’t wait any longer, let’s get started!

The Best Structure for Change of Insurance Agent Sample Letter

If you’re thinking about changing your insurance agent, it’s important to approach the situation with professionalism and clarity. A well-written letter will not only make the transition smoother for you but also for your current and future insurance agents. Below we outline the best structure for your change of insurance agent sample letter.

Start with a Positive Opening

It’s always a good idea to start your letter on a positive note. Thank your current insurance agent for their services and mention some of the ways that they have been helpful in the past. This opening sets a positive tone and shows that you appreciate their efforts.

State Your Intentions Clearly

The purpose of your letter is to inform your current insurance agent that you will be changing agents. Be clear and concise with your intention and provide a specific date for when the change will take effect. This helps to avoid confusion and ensures that the process moves smoothly.

Provide Reasoning

While you don’t have to provide a detailed explanation, it can be helpful to give a brief explanation as to why you’ve decided to change insurance agents. This can help your current agent improve their services or prevent similar issues from happening with future clients. Keep in mind that it’s best to keep your reasoning professional and objective.

Express Gratitude

Ending your letter with a positive note expressing gratitude is a good way to leave things with your current insurance agent. Thank them again for their services and express gratitude for your time together. It’s important to leave things on good terms for potential future business or referrals.

In conclusion, a change of insurance agent sample letter is an important document that requires structure. Starting with a positive opening, clearly stating your intentions and providing a brief explanation, and ending with expressing gratitude is the best approach. This will ensure your transition to a new insurance agent is smooth while maintaining professionalism with your current agent.

Change of Insurance Agent Sample Letters

Unsatisfactory Service

Dear [Current Agent’s Name],

I am writing to inform you that I have made the decision to switch to a different insurance company. Unfortunately, I have not been satisfied with the service I have received from you and your team. Despite numerous attempts to resolve the issues, I have not seen any improvement in and have decided to seek out a new agent.

Please consider this letter as a termination notice for our current agreement, and kindly provide me with all relevant documents and information necessary to facilitate a smooth transition.

Thank you for your time and your efforts over time. Best regards,

[Your Name]


Dear [Current Agent’s Name],

I hope this letter finds you well. I am writing to inform you that I will be relocating to a different state shortly, and as such, will no longer require the services of your insurance agency. I have enjoyed working with you and your team, and appreciate the level of expertise and knowledge you brought to the table during the course of our association.

As I would like to ensure a smooth transition, I would appreciate it if you could please provide me with the necessary documents and information required to assist me in finding a suitable agent who can meet my insurance needs. Once again, thank you for your excellent service, and if I am ever in the area, I would love to stop by and say hello.

Best wishes for the future,
[Your Name]

Cost Consideration

Dear [Current Agent’s Name],

As your longstanding client, I do not take the decision of changing insurance providers lightly. But after reviewing all of our options, I have found that other insurance companies offer better pricing for their services. As a result, I must inform you of my intention to end our professional business relationship.

I want to thank you for all of your advice in the past, and the high quality of services provided, but for financial reasons beyond my control, I must make this difficult decision. I thank you for your help with all claims and administration services until the end of our classic relationship.

Wishing you all the best,
[Your Name]

Change in Insurance Needs

Dear [Current Agent’s Name],

The purpose of this letter is to inform you of my change of insurance needs. While I appreciate your company and its services, my life has changed dramatically, and unfortunately, your agency is no longer the best fit for me. As such, I have decided to switch to a different insurance provider.

I wish to convey my thanks for your diligent service, which I understand was significant. It has always been reassuring to know that you and your team were standing behind me in times of difficulty and hardship. I appreciate the work you have done for me and wish you luck.

Sincerely yours,[Your Name]

Availability of Additional Services

Dear [Current Agent’s Name],

I recently came across another insurance provider that has services not currently offered by your company that will meet my particular requirements. I am therefore writing this letter to inform you that I will be ending our professional relationship to switch to this new provider.

Thank you kindly for your service, professionalism, and expertise throughout the course of our association. It was a pleasure dealing with you and your team, and I would like to express my gratitude for all of the assistance you have given me over time.

Best of luck with your work,
[Your Name]

Risk Exposure

Dear [Current Agent’s Name],

I would like to notify you of my intention to change insurance providers as the provider I am choosing has decided to provide better cover and protection that is not available under your current plan. I prefer the proposed insurance coverage as this extends the protection afforded to my company and property against risks whilst travelling abroad and for situations like the ongoing pandemic crisis that we are experiencing across the globe.

Thank you for taking care of all of my insurance coverage needs up to this point. I recognize that your assistance was critical in times of need, and it has been a pleasure working with you and the team. I appreciate your professionalism and wish you the best in your future endeavors.

Sincerely yours,
[Your Name]

Personal Remuneration

Dear [Current Agent’s Name],

I am writing this letter to inform you of my decision to change insurance providers shortly. The reason for this decision is that I have been offered an attractive personal remuneration package by my new provider that makes changing a tempting offer. Unfortunately, it is an opportunity I cannot turn down at this time.

Thank you for providing me great customer service during our time as business partners. The knowledge, experience, and helpfulness of your staff have been admirable, and I will miss our interactions. I anticipate that the required transition process will be smooth and easy and hope for our continued friendship after the changeover.

Best wishes for the future,
[Your Name]

Tips for Writing a Change of Insurance Agent Sample Letter

Changing your insurance agent can be a challenging decision. However, if you have decided to make the switch, it is essential that you communicate effectively with your old insurance agent through a properly crafted letter. Here are some tips to help you prepare a change of insurance agent sample letter:

  • Be clear and concise: State the reason for your decision in a clear and concise manner. Avoid using technical jargon that may be difficult for your agent to understand.
  • Express gratitude: Irrespective of your reason for switching to a new agent, it’s important to express your gratitude to your old agent for the service they provided you. Remember, you may still need their services in the future, and you don’t want to leave things on a sour note.
  • Provide important details: Your old agent will need your new agent’s contact details and a date for when they can officially transfer your policy over. Additionally, provide your full name, policy number, and any other important details your agent may need.
  • Double-check for accuracy: It’s important to double-check all the information in your change of insurance agent sample letter before sending it out. Ensure that your name, policy number, contact details, and other information are all accurate and up-to-date.
  • Notify your new agent: After sending your sample letter to your old agent, make sure you notify your new agent that they should expect your policy transfer and any other important details that may be relevant.

Overall, changing your insurance agent may seem daunting, but with a well-crafted change of insurance agent sample letter, it can be made much simpler. By following these tips, you can ensure that the transition is smooth, and that all parties involved are aware of what’s happening.

FAQs about Change of Insurance Agent Sample Letter

What is a change of insurance agent letter?

A change of insurance agent letter is a written document that informs your current insurance provider that you are changing agents or brokers.

Why would I need to write a change of insurance agent letter?

You would need to write a change of insurance agent letter if you are changing your insurance agent or broker for any reason.

What information should be included in a change of insurance agent letter?

A change of insurance agent letter should include your name, policy number, the name and contact information of your new agent or broker, and the effective date of the change.

When should I send a change of insurance agent letter?

You should send a change of insurance agent letter as soon as you have made the decision to change agents or brokers.

How do I send a change of insurance agent letter?

You can send a change of insurance agent letter by email, fax, or regular mail.

Will I need to sign the change of insurance agent letter?

Yes, you will need to sign the change of insurance agent letter to validate the change.

What should I do if I don’t receive confirmation of the change from my insurance provider?

If you don’t receive confirmation of the change from your insurance provider within a reasonable time frame, you should follow up with your new agent or broker to ensure that the change was processed.

It’s Time to Make a Change!

I hope this sample letter has been useful in getting you started on your journey to finding a new insurance agent. Remember, it’s okay to switch agents if you feel you’re not getting the level of service you deserve. After all, it’s your money and your peace of mind. Don’t forget to reach out to your current agent and follow the proper procedures for cancelling your policy. Thanks for reading and good luck with finding the perfect fit for your insurance needs. Come back soon for more helpful tips and advice!