Broker on Record

Rest assured that completing the form to designate TheCPAaid as the broker on file for your client's group health insurance will not alter their coverage or costs. This form is solely for administrative purposes and allows us to assist you more effectively during tax season and beyond. Your client can continue enjoying the same level of coverage and benefits they currently have, while you benefit from earning commissions. It's a seamless process that adds value to your client relationship without any impact on their insurance arrangements. Take advantage of this opportunity to enhance your services without any changes to your client's coverage or costs.

Broker on Record Form.doc26.0KB