For independent insurance agencies
Win the broker of record change before the call ends.
Photograph the dec page. BOR Desk reads it, writes the letter on the insured's letterhead, fills in the ACORD 36, and gets it signed on their phone. You review it, then it goes to the carrier or distribution partner.
- Insured
- Harbor Point Marine LLC
- Policy
- GL-4410872, Commercial General Liability
- Term
- 12/01/2026 to 12/01/2027
- Send to
- Carrier or distribution partner, agency code on file
- New agency
- Your agency, your producer code
How a BOR goes through
From dec page to signed packet in one sitting
- 1
Upload the dec pages
Drop in several at once, from a PDF, a photo, or an iPhone picture. BOR Desk reads the insured, policy numbers, carriers and dates and fills the form for you. You confirm each field before anything is saved.
- 2
Build the packet
One letter per insured and recipient, on the insured's own letterhead, plus the ACORD 36 filled in for the same policies. Captive carriers, personal lines and New York risks are flagged before you send.
- 3
Get it signed
Send the client a link, or open the "I'm on the call" screen and have them scan a code. They read, sign with a finger or type their name, and it is stamped onto the letter and the ACORD.
- 4
Keep the proof
The signed set is sealed with a certificate of completion: who signed, when, from where, and a fingerprint of every page. Every step goes in an audit trail you can show a carrier.
- 5
Route it Coming soon
BOR Desk prepares a Gmail draft for each recipient with the right attachments. It never sends anything. You read it and press send yourself.
What you get
Built by an agent who files these every week
Recipients that remember
Field office, agency code, BOR inbox and address for each carrier or distribution partner. Set them up once and they fill every letter and form after that.
Policy status you can trust
Draft, Awaiting Clearance, Cleared, Documents Sent, Signed, Routed. The system moves a policy forward as things actually happen.
Meeting notes into the file
Paste a call transcript and the insureds, policies and locations are pulled out for review. The original is kept with the client.
Yours alone
Each agency gets its own private copy behind a login. Your clients, files and signatures are not mixed with anyone else's.
Pricing
One price. No per-signature fees.
Setup
- Your private BOR Desk, live and logged in
- Agency details, letterhead and letter wording
- Your carriers and distribution partners loaded in
- A walkthrough call with a real packet
Monthly
- Unlimited packets and signatures
- Hosting, backups and updates
- Help by email when you get stuck
- Cancel anytime, take your files with you
Today's charge is the $500 setup plus the first month at $250. Payment is handled by Stripe. You will hear from us within one business day to set up your call.
Questions
Before you buy
Does it send email to carriers or distribution partners by itself?
No. Gmail drafts are the last piece being switched on. When they are, it creates a draft in your Gmail with the documents attached. You review it and send it yourself.
What do I need on my side?
A Google account for Gmail drafts, your agency letterhead details, and the carriers and distribution partners you use. We set the rest up with you on the walkthrough call.
Is an electronic signature acceptable to carriers?
Each signer agrees to sign electronically, and every signature carries a timestamped audit trail and certificate. Carrier and distribution partner rules differ, so check the ones you work with. This is not legal advice.
Who owns the data?
You do. Clients, documents and signed packets belong to your agency, and you can take them with you if you cancel.
Does it read my dec pages accurately?
It reads them with AI and shows you every field before saving, with uncertain ones highlighted. Treat it as a fast first draft that you confirm, never as an unchecked source.