The insurance marketplace is constantly evolving. Some market shifts are in response to legislative changes. Think about California’s recent mandate on in vitro fertilization benefits – now set for early 2026. Other changes may result from carrier actions due to the increasing popularity of a specific product. An example might be more Level Funding products for both smaller and larger employers.
How Insurance Sales and Marketing Support Helps You Adapt and Grow
Word & Brown (W&B) is committed to helping you stay on top of these changes – and others – with these tools and resources to support your insurance sales and marketing efforts.
Web and Newsroom Updates: We post frequently to the W&B Newsroom on carrier news, compliance updates, technology, underwriting, insurance industry news, and what’s happening at Word & Brown.
In addition, we help you stay on top of what’s happening in health care and across the insurance industry in W&B’s J&R Report e-newsletter (weekly in California and every other week in Nevada). Our broker blog also features news you can use every day: sales and marketing trends, networking ideas, productivity hacks, and much more.
Plan Comparison Tech: Our quoting platform, WBQuote, is the industry standard when it comes to Small Group quoting. You can instantly search, confirm, and build quotes with the doctors, medical groups, and hospitals clients want. You can generate quotes with side-by-side plan comparisons, so it’s easier for clients to make a final decision. Plus, you can customize your output with your agency info and logo – helping you streamline your insurance sales process.
Compliance Expertise: W&B is still the only General Agency with in-house experts ready to assist you and your clients with compliance-related matters. That includes employer reporting, complex regulations, and more. We make it easier for you to navigate the uncertainty of changing laws – and how they affect you, your business, and your clients’ businesses.
Using our exclusive WBCompliance Wiki, you can explore the world of Compliance with confidence. It’s the one place to easily find the information and forms you need. No more wading through countless PDFs or scrolling through web page after web page. The Wiki search feature allows you to find what you want in seconds.
Sales and Enrollment Assistance: With carriers frequently adding new products and services, you can count on us to help narrow client options, so you can zero in on affordable employee benefits solutions. Our partners deliver all the traditional offerings – like Major Medical and employer-sponsored and voluntary Ancillary. But it doesn’t stop there. We offer alternative options, too – and worksite and supplemental products, administrative services. Your partnership with us means you can offer value-added extras like free COBRA admin, a Premium Only Plan (POP), and ERISA services for qualified groups. It’s all designed to support your insurance sales and marketing goals.
Continuing Education (CE): We help you in other ways, too. Our exclusive Week of Webinars for California brokers awards thousands of CE Credits annually. That makes it easy to earn up to half of the annual credits needed to maintain a California state insurance license. And we offer other training for Nevada brokers. Plus, we frequently present in conjunction with chapters of the California Agents and Health Insurance Professionals or National Association of Benefits and Insurance Professionals (NABIP).
The Right Partner to Help You Succeed
No matter how the market may shift, you can count on Word & Brown to be here to help you adapt and thrive. We’re the general agency partner you need to help you develop and nurture long-term client relationships. Contact your W&B rep to find out more about our tools and resources. If you’re not already doing business with us, it’s easy to get started. Call 800-869-6989 or register online today.
