Berkley Southwest
Available through CAAIS!
AOR Process & Considerations
• We accept most AMS generated AOR Forms.
• We offer the incumbent agency 10 days countermand from the time it’s received, no exceptions.
• Once approved, the new Agency of Record can begin servicing the Account through our portal or customer service email or phone requests; however, commission is not paid until the first renewal with the new agency.
• The previous agency’s name will continue to remain on policy correspondence until the first renewal with the new agency.
Contacts
NORTH TEXAS:
Dustin Puerner │ 702-743-8202 │ dpuerner@berkleysw.com
Amy Cook │ 501-326-9400 │ acook@berkleysw.com
SOUTH TEXAS:
Katie McDaniel-Kang │ 210-425-0604 │ kmcdanielkang@berkleysw.com
ARKANSAS / OKLAHOMA:
Blake Deck │ 870-335-6659 │ kdeck@berkleysw.com
• Claims
• Payments
Hit Lists
North Texas
South Texas

Berkley Southwest File Library
| Item Name | Posted By | Date Posted |
|---|---|---|
| BSW_TX_and_AR_OK_Contact_List.pdf | Administration | 11/26/2025 |
| BSW_2025_Overall_Hit_List_TX_AR_OK.pdf | Administration | 11/26/2025 |
| Berkley_Southwest_Service_Target_Classes.pdf | Administration | 11/26/2025 |
| Berkley_Southwest_Retail_Target_Classes.pdf | Administration | 11/26/2025 |
| Berkley_Southwest_Manufacturing-Wholesale_Targ.pdf | Administration | 11/26/2025 |
| Berkley_Southwest_Farm_Target_Classes.pdf | Administration | 11/26/2025 |
| Berkley_Southwest_Contractor_Target_Classes.pdf | Administration | 11/26/2025 |
| 2024_BSW_Farm__Ranch_Application__002_.pdf | Administration | 1/29/2025 |
