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Special ProgramsUse the templates below to request a release from your current upline. The release must come from your “top-of-hierarchy” agency. Don’t know who that is? Call the carrier directly and ask.
Email Examples
Version 1:
I would like to formally request a release from [List carriers]. While I have enjoyed working with your organization, I’ve decided to go in a different direction. It’s just a business decision, and I thank you for your support, time, and prompt attention.
Respectfully, [Your Name]
Version 2:
[Upline Name],
I hope you're doing well - I am writing to request the release of [Agency Name] and all associated agents from [List of carriers]. We have appreciated our partnership with [Upline Name], but after careful consideration, we have decided to move on.
We understand that this may come as a surprise, but please know that our decision is final. We kindly request that you facilitate a smooth transition process for [Agency Name] and its agents, effective immediately.
Thank you for your understanding and cooperation in this matter. We look forward to your prompt response and a positive resolution.
Sincerely, [Your Name]
Carrier-specific forms
[If you are requesting a release for any of the carriers below: Aetna, Mutual of Omaha, or Cigna, attach their specific forms to the bottom of the email and ask the release be completed on them. Ask them to include your NPN].
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