Employer E-Services That Can Help Your Clients

Employer E Services

It’s amazing what kind of information is available online today – and what sort of e-services are available to you, your clients, and their employees as it relates to employee benefits.

Not only does Word & Brown offer a wealth of forms, documents, and services, but our carrier and administrator partners also offer an array of materials and information.

Below is an overview of what you and your clients can find online.

Word & Brown Resources

Quoting: Word & Brown’s WBQuote and WBQuote Lite quoting platforms are the industry standard for Small Group quoting. They give you the ability to easily quote Medical and Ancillary products with customizable output, built-in safeguards, a single-page overview, wrap quoting capabilities, integrated provider search, new hire worksheets, and multilingual translations. Login and start your quote today.

Online Insurance Forms Library: Curated daily by our team, our forms library is the one place you can find Word & Brown and carrier forms to help you enroll your groups and manage your business. It’s easy to filter and sort, so you’re able to zero-in on exactly what you need. Watch our tutorial on YouTube.

Network Comparison Charts: Our Small Group Carrier Comparison shows the network options for each of our health plan partners. Whether your client wants a Full Network HMO, Limited Network HMO, Full Network PPO, or Limited Network PPO, our overview makes it easier to see what providers are in-network for each carrier and plan. Access our Comparison Charts now.

Provider and Rx Search: We offer access to more than 40 links for Small Group and Large Group Medical – plus more than two dozen Dental and Vision provider search links. You can skip going to sites for each carrier by using our consolidated lists.

Summary of Benefits & Coverage (SBCs): We also offer comprehensive links to our carrier partners’ online Medical Summary of Benefits & Coverage (SBC) and Summary of Dental Benefits & Coverage (SDBC), links to the Department of Labor’s Uniform Glossary of Health Coverage and Medical Terms, and instructions and a “cheat sheet” on when to provide an SBC or SDBC. Check out the links now.

Broker Appointment Forms: When you work with us, we make it easy for you to get a broker appointment with the carriers you and your clients want. PDFs and Word documents are organized by carrier. If you don’t readily find what you need, you can search the Online Forms Library.

Quick Reference Guides: Our Quick Reference Guides summarize the things you need to know, so you can more effectively manage your business, answer your clients’ questions, and get cases approved quickly. Choose from our Account Management Guide, Underwriting Quick Reference Guide, or two Affordable Care Act (ACA) references: the ACA Quick Reference and ACA Affordability Guide.

ACA Compliance Collateral: Our Compliance Team is committed to developing and offering you a range of ACA Compliance Collateral to help you and your clients navigate the uncertainty of state and federal laws affecting you, their businesses, and their employees. Sign in and download our collection of ACA Calculators, including:

If you have questions about any of Word & Brown’s resources, call or email your Word & Brown rep or contact your nearest office.

Aetna Resources

If your clients offer their employees’ health coverage from Aetna, a variety of forms and guides are offered online by Aetna.

Visit the Aetna site, select your group size, state, and the category for your search: Administrative, Aetna HSA, Aetna PayFlex, Claims/Reimbursement, Enrollment, or Network Information.

Employers can also pay their bill online or make administrative changes. Members can search online for a doctor or hospital.

Anthem Blue Cross Resources

Anthem’s website offers a wealth of information and resources for employers – segmented by group size (Small Business, Large Group, or National Accounts) and type of coverage (Medical, Dental, Vision, etc.).

The site also offers information on Anthem’s Personalized Support services, including:

Sydney HealthSM: Anthem’s Artificial Intelligence (AI)-driven mobile app delivers a smarter, simpler, and more personal health care experience. It allows access to benefits information, claims, and health reminders. It’s easy to connect to customer service from anywhere, too.

Anthem Health Guide: Anthem’s concierge service connects members with experts who can help with health care decisions, offer appointment reminders, and find resources.

EmployerAccess: Employers can use EmployerAccess to manage their employee benefits. It includes a convenient dashboard to navigate tasks, news, and support tools like live chat, FAQs, reporting, and more.

Visit the Anthem website using this link.

Blue Shield of California Resources

The Blue Shield of California site offers a range of useful tools including a provider search for doctors, specialists, facilities, dentists, vision care, mental health, pharmacies, urgent care, alternative care, and more.

The Blue Shield of California mobile app is available for download through the App Store and Google Play.

Using the app, members can view their ID card, search for doctors, track claim information, better understand their benefits, and more. The Blue Shield of California app offers enhanced 24/7 service and ease-of-access to the information that matters most.

Among other resources offered by Blue Shield of California is access to NurseHelp 24/7. Just call 877-304-0504, anytime, day or night. Registered nurses are available to answer any of your health questions, including concerns about:

  • Symptoms being experienced
  • Minor illnesses and injuries
  • Chronic conditions
  • Medical tests and medications
  • Preventive care

There is also an online NurseHelp service that members can access after logging in or creating an account for a one-on-one dialogue with a registered nurse.

Employers can log in to Blue Shield’s Employer Connection or create a new account.

CaliforniaChoice Resources

The CaliforniaChoice multi-carrier, employee-choice exchange offers you a personalized dashboard to manage your employee benefits, pay your bill, order ID cards, and so much more.

Login at calchoice.com and you can view your:

  • Group’s benefits
  • Pending requests
  • Payment and invoice information
  • Recommended activities
  • Broker contact information
  • Employer announcements

If your group is currently going through enrollment or renewal, you can monitor the status of your employees’ enrollment and quickly identify those who need to complete an application.

You can login and sign up to pay your bill online – once – or set up Auto Pay for ongoing monthly payments. You can update your contact or billing information online. Plus, it’s easy to order replacement ID Cards for employees, download forms for Life Event changes, or request other materials.

You and your employees can use an online Plan Comparison Tool ahead of your initial enrollment or at renewal – making it easy to find the health plan that works best for your health care needs and budget.

It’s easy to get online HR support, visit the HSA Resource Center, access ACA Calculators and HR Calculators, or download the Employer Mandate Reporting Guide.

If you’re looking for other resources, you can contact your broker or CaliforniaChoice Customer Service at 800-558-8003, or send an email to CustomerService@CalChoice.com. Website Technical Support is available by phone at 877-440-9469, or by sending an email to HelpDesk@CalChoice.com.

Health Net Resources

By visiting Health Net’s website, employers can learn about pharmacy benefits, register to access Client Administration and set communication preferences, get health resources and support, get answers to benefit inquiries, contact account services, and learn about Special Enrollment opportunities.

You and your employees can use Health Net’s ProviderSearch to look up doctors and other providers by:

  • Location type
  • Address and radius
  • City
  • County
  • State
  • Name
  • License number
  • Plan type
  • Network

You can also learn more about Health Net wellness programs and resources, mental and physical wellbeing, and vaccinations.

You can submit member or employer inquiries online or by telephone as shown below:

  • Health Net Small Group Plan: 1-800-522-0088
  • Health Net Group Plans, Hearing and Speech Impaired (TTY): 1-800-995-0852

Kaiser Permanente Resources

When you visit the Kaiser Permanente website, after selecting your region (California – Southern or California – Northern), you and your employees can search for primary care physicians, urgent care facilities, and pharmacies.

Employers can make online premium payments; members can view and make medical treatment payments or set up a payment plan.

The Kaiser Permanente mobile app allows members to:

  • Contact their doctor’s office or Member Services with non-urgent questions
  • Schedule, view, and cancel routine appointments
  • See information about past visits
  • Fill or refill most prescriptions, check the status of a prescription order, and see a list of medications
  • View medical history, including allergies and immunizations, ongoing health conditions, and lab test results
  • Choose a doctor by browsing online doctor profiles
  • Find facilities and pharmacies
  • Get care in a way that works for you — online, by phone, or in person
  • Access a digital membership card to check in for appointments, pick up prescriptions, and more
  • Get personalized reminders and health information as soon as they’re available

Download the mobile app through the App Store and Google Play.

If you and your employees need care while traveling, you can learn more about out-of-network care here.

Member Services contact numbers are as follows:

  • 1-800-464-4000
  • 1-800-788-0616 Spanish
  • 1-800-757-7585 Chinese

Sharp Health Plan Resources

At the Sharp Health Plan website, you are just clicks away from a roster of resources, including:

For other matters, Sharp Health Plan members can talk to a real person by calling 1-858-449-8300 or, toll-free, 1-800-359-2002. Emails can be sent to customer.service@sharp.com.

UnitedHealthcare Resources

UnitedHealthcare offers a variety of communication resources for employers and members through its website: www.uhc.com.

These include:

To contact UnitedHealthcare by phone, call 1-866-801-4409 or sign into myuhc.com.

Western Health Advantage Resources

MyWHA offers employers and members easy access to tools, including:

  • Online bill pay
  • Invoice and payment history
  • Doctor change
  • Replacement ID cards
  • Eligibility information
  • Service cost estimator
  • Address change
  • Order printed materials

If you’re not already registered, sign up here.

Member Services can be reached at 916-563-2250 or, toll-free, at 888-563-2250. The toll-free general line for Sharp Health Plan is 888-227-5982. Faxes can be sent to 916-568-0126.

Other useful numbers are as follows:

  • Nurse Advice Services: 877-793-3655
  • Pharmacy Department, Fax: 916-568-5280
  • Behavioral Health Services, Optum Behavioral Health: 800-765-6820
  • Premium Billing: 916-563-2206 or 888-442-2206
  • Automated Payment System: 866-203-3303


If you have questions about any of the links shared or information for other Word & Brown carrier and administrator partners , contact your Word & Brown rep or our nearest office.

How Much Can You Earn as an Insurance Broker?

Find out what you can be earning as an insurance agent in our handy, up-to-date salary guide. Produced by our in-house experts, this resource is bound to help you in advancing your career.

Word & Brown Salary Guide