Why Brokers Are Thankful for Word & Brown Sales Tools


For more than 35 years, Word & Brown has been helping you write more business and address more of your clients’ diverse needs. We’ve earned a reputation as a “true partner” to health insurance professionals, and we’re known for our legendary Service of Unequalled Excellence.

From the very beginning, when John and Rusty launched the business, we’ve focused on developing innovative sales tools and an industry-leading quoting system that help you deliver the best health plan options to your  clients.

Today, whatever your market niche, we offer you a broad product and service portfolio and an array of tools for which many brokers are thankful, including:

WBQuote: The successor to our breakthrough Quot-O-Matic® quoting technology introduced in the 1980s, WBQuote is the most advanced quoting engine in our industry. It gives you an easy way to compare carriers and plans, view highlighted rate differences, and select the plans that best fit your clients’ – and their employees’ – needs.

Our mobile-friendly WBQuote Lite platform lets you quote anytime, anywhere. You can also customize your output to reflect you and your brand – adding your logo and company logos. You can export in PDF, Excel, or PowerPoint.

WBBroker: Now you can carry your entire Word & Brown portfolio in your pocket. WBBroker combines guaranteed-accurate quoting, medical provider searches, and real-time underwriting updates to help you better manage your business – all in one powerful program. You can learn more on the Word & Brown website or by watching the WBBroker video on YouTube.

Integrated Provider and Rx Search: Instantly search, confirm, and build quotes with the doctors, medical groups, and hospitals most wanted by your clients. Our integration uses the latest carrier data, so you have the most up-to-date information when looking up providers available with the plans your clients are considering. You can even add a new provider for a new hire or updated need.

Online Enrollment and HRIS: To help you expedite your groups’ enrollments, we offer Online Enrollment (OLE) tech from Ease – plus Human Resource Information System (HRIS) technology to enable your clients to manage their payroll, HR, and benefits. Ask us about scheduling a demo.

Our tech doesn’t stop after your sale and enrollment. We offer resources to benefit your clients, their businesses, and their clients – and for which they can be thankful, too.

WBMedID: This exclusive mobile app gives your California groups with coverage from Aetna, Anthem Blue Cross, Blue Shield of California, or Health Net the ability to access their Medical ID Card information right on their smartphones.

Mineral HR: Offer your clients free Human Resources support from Mineral (formerly Mammoth/ThinkHR). Easily make census data changes, including adding or deleting employees and dependents, changing an address, and more. Mineral includes a complimentary suite of powerful online tools.

Individually, these broker and client resources offer valuable benefits that you can use to set yourself from competing brokers in your community. Collectively, these and other resources from Word & Brown can help you write more business, earn more income, and keep your clients coming back year after year.

Thankful for our Partnership

All of us at Word & Brown are proud of our decades-long service commitment to brokers. We are thankful to those of you who have chosen us as your partner in serving the insurance needs of individuals, business owners and managers, and their employees and dependents.

As a long-term employee myself, recently celebrating my 25th anniversary with The Word & Brown Companies, I especially appreciate the trust so many of you have placed in us for decades. We are working every day to continue to earn your business and your trust. If there’s anything we can do to help you, or your clients and their employees, don’t hesitate to reach out to your Word & Brown representative or one of our six regional offices across California and Nevada.





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