A broker of record (BOR) is the broker authorized to represent a client’s decisions on health plan coverage. As a BOR, you may receive copies of the communications we send to your clients, including quotes, notifications, and policy information. The BOR can receive compensation from Kaiser Permanente and designate additional payee brokers, if applicable.
We've simplified the process for making broker of record changes. Although we’ll continue to accept a signed group letterhead authorizing a change, you now have the option to submit your change with our new Broker of Record Change Authorization Form. Once you submit the form, we’ll verify the information and update our records.
