FIRST STEPS | A how-to on getting started.

We’ve Got Resources & Support to Help You Do Your Best in Q4

August 29, 2019   |   by Staff Writer

 

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.

No DE 9C Promotion

Owner Only Groups

Participation and Alongside Guidelines

PEO Guidelines

Valid Waivers

Waiting Period Options

New Hire Rating Guide

DE 9C Filing Dates Guide

Payroll Chart Guide

Common Ownership

Husband & Wife Groups

Start-Up Groups

 

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

Customize this checklist to show potential clients what they could be missing by not partnering with you for their employees’ benefits.

 

COBRA/POP Flyer

Offer your clients COBRA administrative services and a free Premium Only Plan for the life of their business, when they choose you (and you choose Word & Brown).

 

Sample Client Letter

Encourage clients to renew early with this customizable letter.

 

2019 Proposal Request Form

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.

California        Nevada

 

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.

BOOK A DEMO

 

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.

SIGN IN AND QUOTE 

 

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.

SEE IT IN ACTION

 

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.

LEARN MORE

*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.

TAP INTO OUR PROS

 

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.

LEARN MORE

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.

VISIT CENTER NOW

 

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!

 

Health Insurance Broker

2020 Salary Guide

For a sneak peek at what you can expect to earn as an insurance agent, get a copy of our “Insurance Broker Salary Guide.”

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HOW MUCH COULD YOU EARN AS A BROKER?

Find out how much using the Health Insurance Broker Salary Guide.

Simply fill out the form and submit for your copy. And, we can help answer your questions, and also help you get started earning and growing your career as a broker.

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