Benefit 01
No Employee Disruption
Keep current plan structure while improving broker support.
Seamless Transition
Broker of Record Switch
Move your benefits strategy to JM Benefits without disrupting your current plans or employee coverage.
Why Switch
Upgrade Service Without Plan Disruption
A BOR switch updates your broker relationship, not your current carrier contracts. We take over strategy, support, and service while your existing plan setup stays in place.
Benefit 02
Strategic Service
Get proactive renewals, compliance guidance, and plan design help.
Simple Process
BOR Switch in 3 Steps
Step 01
Current Plan Audit
We review your existing benefits structure, service gaps, and renewal strategy opportunities.
Step 02
BOR Documentation
We prepare and submit the required broker-of-record paperwork with your carriers.
Step 03
Launch & Support
JM Benefits becomes your active advisory team for strategy, renewals, and employee support.
What We Handle
White-Glove BOR Transition Services
Carrier Communication
Direct coordination with carriers and administrators for fast processing.
Renewal Optimization
Plan benchmarking, cost-control recommendations, and negotiation support.
Employee Experience
Enrollment support, communication strategy, and claims advocacy.
No Guesswork
Clear Transition Timeline
You’ll know exactly what we are doing, when, and why.
Ready to Switch
Start Your Broker of Record Transition
Share your current setup and we’ll map out a seamless transition plan.