FIRST STEPS | A how-to on getting started.

Making Q4 Easier: Working With Word & Brown to Ease the Crunch

October 17, 2019   |   by Staff Writer

 

The fourth quarter can the busiest time of year for many brokers. Sometimes, it can be a challenge to keep up with all of your responsibilities. So, let’s take a look at what you can do to help ease the crunch.

 

Plan Your Renewals

If you want to get a jump-start on Q4, it’s a good idea to take a look at all of your business that will be coming up for renewal during the quarter. If you are a Word & Brown broker, you can view renewals 60 to 90 days in advance.

If you think your clients will want to review their current plan, you can count on your Word & Brown team to help you by:

  • Running plan and rate comparisons
  • Assembling and delivering enrollment kits
  • Scheduling your enrollment meeting – and booking a bilingual enroller (in California) if you and your client want one

 

Order Materials in Advance

Word & Brown’s library of state-specific carrier forms and tools is available online 24/7. Plus, you can get instant answers to frequently asked questions. Or, visit our Terms Library to look up unfamiliar words and phrases. There are also customizable health reform guides and other helpful resources, too.

When you have a client-specific, scenario-based Affordable Care Act or Department of Labor question, you can also reach out to directly to our WBCompliance team for answers on how different rules work together and their potential impact on your clients and their businesses.

 

Consider Ancillary and Voluntary

If you want to expand your revenue opportunities, and enhance your client’s employee benefits – without, necessarily, increasing their costs – don’t forget to talk with your groups about Ancillary and Voluntary coverage options.

Word & Brown works with a roster of Dental, Vision, and other carriers and administrators, so you’re sure to find just what your clients are looking for to help them attract and retain employees. Click here to download an overview of our product and service partners.

 

Visit Our Q4 Website

Word & Brown’s Q4 website offers you immediate access to many of the tools and resources you need to work more effectively in peak season. You can access the site here.

When you’re there, you’ll find:

  • Top document downloads, including DE 9C promotions and filing date information, participation guidelines, new hire rating guides, and much more
  • Underwriting specials and bonus details
  • Customizable broker resources like a broker comparison checklist, proposal request, COBRA/POP flyer, sample client letter, and ACA Quick Reference.

 

Here to Help You Succeed

Brokers have been turning to Word & Brown since 1985 to help them be more successful. Call or email your Word & Brown representative for more information, or contact any of our six regional offices in California and Nevada. We are here to make life easier for you and your clients – not just during Q4, but all year long.

 

Broker Workbook

Business
Builder

Learn to organize your business model by developing a clear and concise plan of action.

×

Take YOUR BUSINESS TO THE NEXT LEVEL!

Our Business Plan Workbook can be a useful tool to help you create a formal business plan.

Simply fill in the form below and download your copy.

Back to Top
READY TO GET YOUR BROKER GAME ON?
START HERE.

Choosing us as your partner can make it easier to get started in your new career. Fill out the form and we'll be in touch with you.