My agency is taking over as a BOR for a client. How would that factor into placing the business through Pathpoint?
Edited

It depends. If the prior agency placed the business with any carriers, we would place it through another wholesaler. We can only move the business at the time of renewal.

If the business is not with any of our current carriers, as long as you can provide evidence you are the Broker of Record, we can work to place the account.