Employees Health Insurance · Agent of Record
🔄 Changing Your Agent of Record
✅ Your plan stays the same. Your support doesn’t have to.
Most owners don’t know they can change who services their group plan without changing the plan itself. 📞 When did your current agent last walk you through your renewal? Did anyone compare it with the market? ✍️ An agent of record change is a simple letter, and it puts someone in your corner who actually calls back. I’m Matthew Reilly, a licensed agent serving employers across California.
💬 Overheard in the owner’s office
👩⚕️ “Switching agents sounds like a lot of work.” 📚
👨⚕️ “It’s one signature. ✍️ The real work is the renewal nobody explained to you.”
🧑💼 What is an agent of record?The Basics
The agent of record is the licensed agent the carrier lists on your group account. That agent is who you call for renewals, adding or removing employees, billing questions and claims help.
Who picks up when your team has a question about the plan today?
📅 Pick a Time to Meet Your New Point of Contact✍️ How does the change work?The Process
You sign a short letter on company letterhead naming the new agent, and it goes to the carrier. Your plan, your benefits and your employees’ cards stay the same. Each carrier sets its own processing rules.
What would you want from your agent that you are not getting now?
✍️ Pick a Time to Walk Through the Letter Together💡 Does changing agents cost my business anything?Cost
The change itself does not change your plan or your rates. Agents are typically paid by the carrier, so my help comes at no added cost to you. Once I’m on your account, I can compare your plan with the market at renewal. See why owners benchmark at renewal →
📊 Request a Group Quote to See How Your Plan Compares🤝 The Bench Behind You
👨⚕️ “Behind me is a family-owned General Agency with over 40 years in California group benefits.”
👩⚕️ “You get dedicated sales and service reps, plus underwriting advocacy that pushes tough cases through with carriers. That’s the bench your business gets.”
📅 Meet Your Team: Put Real Support Behind Your Benefits