3 Tips to Helping Your Clients Find the Best Health Plan

Finding the best health plans

As part of Word & Brown’s commitment to provide our partner brokers with the resources needed to quote and write more business, we’ve developed three useful tools. They are designed to work with one another to streamline your efforts to find the right health insurance plan for each of your clients.

1: Integrated Provider & Rx Searches

Our Integrated Provider Search uses data from the carriers, which means you always have access to the latest information when looking up doctors, medical groups, and hospitals affiliated with each of the plans your clients are considering.

You can make on-the-fly quote adjustments. Just input a new provider (or update a required provider) and immediately see available plans offering access.

If you don’t have time to run searches on your own, we’ll do it for you. Just ask!

2: Plan Comparison

Our industry-leading quote technology allows you to create a customizable side-by-side plan comparison that includes highlighted plan differences. This allows your client to see a current plan (set for renewal) versus an alternative policy replacement.

Your clients can also see automated deductible and Rx updates, so they know when deductibles apply before benefits kick in.

Built-in safeguards alert you when you pair plan packages that cannot be sold together.

There are more than 30 different layout options, including an option to brand quotes with your name and, for qualifying brokers, your agency logo.

Our quote automatically identifies the lowest-cost package with the most contracted providers. If you choose, you can add it to your quote with one click.

For Large Groups, you’ll also get a one-page executive summary featuring carrier comparisons and agency customizations.

And don’t forget we offer output in your choice of languages: English, Spanish, Chinese, Korean, and Vietnamese.

We make it easy to compare plans and select one that best fits your clients’ needs and budget. Contact us for a demonstration.

3: Carrier Connections Through API

Our Application Program Interface (API) allows us to integrate our data and systems with carriers and other partners. That increases efficiency, reduces turnaround time, and streamlines processes for you and your clients. You can more easily transfer new cases for Underwriting approval and inforce policy transaction submissions.

Our quoting platform integrates with vendors and select carriers, so you can start your online enrollment directly from a quote with a simple click of a mouse.

Improved turnaround, faster approvals, speedy ID delivery, and greater accuracy. Get it all with our API.

We’re Here to Help

If you’re already doing business with us, talk with your Word & Brown representative about how our industry-leading technology can help you compare, quote, and enroll business faster. If you’re not a tech guru, don’t worry. We’re here for you.

If we’re not already working together, we make it easy for you to get started. Fill out our online form, or give us a call at 800-869-6989. We’re eager to help you find a plan that meets your clients’ needs.


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.

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