Don’t Get BOR’d – Stay Relevant with Clients by Using Technology


Group Health Insurance is a very competitive industry. Employers – including some of your current clients – receive calls often from other brokers who are out to steal your business with a new Broker of Record (BOR) letter.

A competing broker may use several different strategies in their outreach to your clients, but one of the most popular is technology focused – combining online enrollment with HR and benefits management.


Use Technology as a Retention Tool

You can build a stronger bond with your clients by staying up to date on available new technology – and by offering your clients access to products and services not available elsewhere. A combination enrollment and HR/benefits management program can be an end-to-end option for employers and their employees.


As a partner with Word & Brown, you have a lot to offer your prospects and clients, including:

  • 100% guaranteed-accurate Small Group quoting
  • WBQuote Lite: the only true mobile Small Group quote in the market
  • MedID: a Medical ID Card on your clients’ smartphones
  • Webinar and seminar training, including HR Certification Institute (HRCI) and Society for Human Resource Management (SHRM) courses for employers
  • IRS annual employer reporting (IRC Section 6056) resources
  • Affordable Care Act (ACA) calculators and an online Compliance Resource Center
  • HRWow: human resources support tools
  • Access to online enrollment, HR, and benefits management platforms for all-in-one solutions that combine onboarding, benefits enrollment, employee records, payroll, and compliance


Beyond technology advantages, as a Word & Brown broker, you can offer additional value-adds, too:

  • Access to Property & Casualty through Berkshire Hathaway GUARD, an A+ rated insurer
  • Available Premium Only Plan (POP), COBRA, and ERISA Wrap services
  • Multilingual enrollers for your clients’ annual open enrollment
  • Access to in-house Compliance experts (not an outsourced vendor)


Don’t risk losing your clients to a competitor. Contact your Word & Brown representative to learn more about all of the advantages of writing your Small Group – and Large Group – business through Word & Brown. If you’re not already partnered with us, visit our new broker web page to get started today.

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