If you’re like many brokers, your time is divided. Some mornings you’re in your office, and on other days, you’re out meeting with prospects and clients in their offices, over breakfast or lunch, or on the golf course if you’re lucky.
Word & Brown’s next-generation quote engine, WBQuote Lite, makes it easier for you to do your job by delivering flexibility never before available in the marketplace. WBQuote Lite is a faster way for you to build and manipulate quotes, whether you’re in your office or meeting out with a client.
Gone are the days when you have to pack up and return to your office to re-run a quote because of missing information, an incomplete or inaccurate employee census, or a client request to make a change. With WBQuote Lite, you’re empowered to address these requests – and others – instantly, in real-time.
WBQuote Lite makes your job easier because you can:
- Quickly update a census and re-run the quote
- Change an employee’s plan assignment
- Ensure clients get access to their preferred doctors with integrated Provider Search
- Dynamically show changes to employer contribution scenarios
- Quickly run a new hire quote with built-in New Hire Worksheets
WBQuote Lite is a “lighter” version of WBQuote, our full quoting engine. WBQuote offers a comprehensive plan analysis, Wrap options, as well as Ancillary. If you do not need all of the detail, WBQuote Lite is a faster, more streamlined way to quote quickly.
Guaranteed Accuracy and Customization, Too
With WBQuote Lite, it is easy to build a quote in any way your clients want to see it, wherever you are. In addition, WBQuote Lite offers the same 100% accuracy guarantee you have come to expect from Word & Brown.
WBQuote Lite also gives you the ability to create a quote representing you and your brand:
- Add your company logo
- Customize with your company colors
- Export in PDF, Excel, or PowerPoint
Ask your Word & Brown representative about scheduling a WBQuote Lite demonstration, or visit brokerblog.wordandbrown.com/WBQuoteLite to watch a video overview. Put the power of WBQuote Lite to work today for you and your clients.
Health Insurance Broker
For a sneak peek at what you can expect to earn as an insurance agent, get a copy of our “Insurance Broker Salary Guide.”