When an existing MetLife customer wishes to change their broker of record designation, the request must be submitted in writing by the Customer. The Broker of Record Change Request Template may be used as a guide for the customer. It is acceptable for the original request from the customer to be forwarded by a broker.
We have improved our Broker Change process to better serve our Broker Community! This improvement will reduce the processing time significantly to ensure commissions are paid quicker once premium is received by implementing a self-service tool.
In order to expedite processing of a broker change request, please click on the link below and complete the request page. You will need to attach the Customer Letter and Producer Appointment Inquiry (PAI) form if the payee is not appointed in Customer Situs State (if you already completed this form in the past, you can attach a copy or provide the necessary Broker/Brokerage codes). Please check all products that are affected as the appropriate departments will receive an email alert with your request. Even if we are paying an agency, we will still need the writing producer information.
Broker of Record Change Request