For many if not all brokers, the fourth quarter represents the busiest time of year. That’s because it’s the peak season for renewals and new business, with many employers shopping for coverage during this time.
As you think about how you can make the most of your new business prospecting and your upcoming renewals, it’s worthwhile to consider how Word & Brown can make things easier for you – and your clients. We are your Q4 headquarters. You can count on us for the tools and resources to help you earn more during Q4 and throughout the year.
Our Q4 website is a great place to get started.
TOP DOCUMENT DOWNLOADS
We offer links to frequently used documents and tools to help you get your groups the coverage they want and need, with minimum paperwork.
Participation and Alongside Guidelines
UNDERWRITING AND BONUS SPECIALS
Our carrier partners are offering a variety of underwriting and bonus specials, which means fewer hoops for your clients to jump through – and more income for you. Below are a few highlights; click here for complete information.
CUSTOMIZABLE BROKER RESOURCES
You can download our customizable broker resources, add your name, and use them in your outreach to prospects and clients.
“How Does Your Broker Compare” Checklist
Encourage clients to renew early with this customizable letter.
Use this easy-to-complete form to get started on your clients’ request for proposal.
ACA Quick Reference Guide – August 2019
Offer Affordable Care Act services to your clients with our customizable brochure.
UP-TO-DATE CARRIER MATERIALS
Choose your preferred carrier, then click on the latest materials and forms for your presentations and enrollments. Ask your Word & Brown representative – or Underwriting – for information on the latest case turnaround times.
TOOLS AND TECH TO SUPPORT YOU
Word & Brown’s industry-leading technology and innovative tools can simplify your Q4 quoting, enrollments, and provider searches – and make things easier for your clients and their employees, too. Click on each link below to learn more.
INTEGRATED PROVIDER SEARCH TOOL
Ensure clients get their preferred medical groups, doctors, and hospitals with our Integrated Provider Search tool. It saves you time upfront and on the back end – making your proposal more complete for your clients.
COMPARISON QUOTING
Get side-by-side plan comparisons showing current, renewal, and recommended alternatives. Built-in safeguards prevent errors and make it clear when a deductible applies. Plus, we offer 100% accurate quoting for Small Groups.
MOBILE-FRIENDLY QUOTING
WBQuote Lite is a lighter version of Word & Brown’s industry-leading WBQuote technology. It’s perfect for quoting on the go or making on-the-fly changes with clients, like census updates.
ONLINE ENROLLMENT
API integration makes it easy for you to go from quote to online enrollment with just one click. Partners like Ease and GoCo offer your clients a better way to manage their employee benefits online.
EXCLUSIVE WBMEDID
Give your clients and their employees free access to Medical ID Card info on their smartphones when their coverage begins.* Members can easily add other coverage or book a “house call” using Heal.com.
*Immediate proof of insurance is available for California groups 24-48 hours after group case installation is approved for coverage issued by Aetna, Anthem Blue Cross, Blue Shield of California, and Health Net.
LARGE GROUP EXPERTISE
Word & Brown can help you get into – and conquer – the Large Group market. We offer carriers clients want, a simplified RFP process, customized presentations, value-added extras, and presentation assistance to close the deal.
IFP EXPERTISE
Word & Brown isn’t just your source for group coverage. We have the in-house expertise you need to expand your Individual & Family Plan (IFP) sales, too.
COMPLIANCE RESOURCE CENTER
We’ll help you stay up to date on health care reform with our Compliance Resource Center, where you’ll find tools to help clients understand their options to make the right decisions.
EVERYTHING YOU NEED TO SUCCEED
For more than 30 years, brokers have turned to Word & Brown to help them be more successful – during Q4 and all year long. Visit our Q4 web page for more Q4 buzz. Or, contact any of our six regional offices in California and Nevada. We’re here for you!
