By Allison McGreal, Assistant Vice President, PartnerOne Environmental
When a friend tells you he needs a root canal, you cringe. It sounds just awful. You empathize but are thankful it’s him, not you. Broker of Record (BOR) letters often illicit the same reaction, depending which side you’re on. Are you the broker gaining the account or losing it? (Are you having the root canal or is your friend?)
There are a few steps you can stake to help make this a smooth process.