Change of address mid-term endorsement documents for brokers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What proof of address do brokers typically require?

Utility bill, lease, or property tax bill matching the effective window — follow your brokerage and MGA rules. There is no single province-wide proof-of-address form for every endorsement.

Auto and home together?

Treat as separate lines when needed — property risk vs vehicle garaging. Reject mismatched postal codes between what the client uploaded and what you will endorse.

Can CSR complete intake before producer endorses?

Yes — co-agent checklist complete, producer reviews and processes in the BMS within authority.

Does Hivi-X push to Applied Epic?

No — export a PDF package for BMS upload.

Automated reminder for missing proof?

Not shipped — CSR follows brokerage chase process.

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