Technology Services as an Add-On for Your Prospects and Clients

The start of the new year in an excellent time to assess what additional services you can offer to your customers to help them with their employee benefits.

Word & Brown has a long history of developing innovative technology to help you and your clients. Back in 1985, when we launched what was then known as Quot-O-Matic®, we set a new standard for Small Group quoting. Today, we offer a diverse roster of quoting and other technology services to help you compete more effectively in a rapidly changing employee benefits marketplace.

Here is a snapshot of technology currently offered by Word & Brown:


Our industry-leading quote engine includes safeguards to help you avoid errors and deliver a guaranteed-accurate quote to your clients. Additional features of WBQuote include:

– Highlighted differences making it easy to compare your client’s current plan(s) with comparable renewal alternatives.
– Accurate rates for new hires based on each carrier’s guidelines in effect on the employee’s planned effective date.
– Integrated Provider Search to ensure your clients get the doctors, medical groups, and hospital they want, while identifying the lowest-cost packages for each carrier.


Multiple OLE Platform Integration

Our partnerships with and Ease make it simple for you to match your clients with the online enrollment (OLE) and benefits management platform that is right for their business and employees – and we offer free set-up and training assistance, too.


Our exclusive mobile app gives your California groups with Aetna, Anthem Blue Cross, Blue Shield of California, and Health Net coverage access to their Medical ID Card information on their smartphones as soon as their case is approved (typically 24-48 hours after carrier approval). There’s no need to wait for the carrier to send an ID Card in the mail.

Integrated Provider Search

Our Medical carriers’ data is built-into our provider search, which means you can see which doctors, medical groups, and hospitals are available with each health plan your clients are considering – ensuring you’ve included those your clients and their employees need and want.

New Hire Worksheets

Because carriers use different calculations to determine an applicant’s age, creating a new hire quote can be confusing. We simplify eligibility and accurately calculate rates based on each selected carrier.


HR Support

Our HRWow program costs your clients nothing, but gives them the ability to ask unlimited questions of an HR professional via phone or email – plus they can also get help with a customized employee handbook, HR forms, and more.

To put all of this technology – and more – to work for your clients, contact your Word & Brown representative or your nearest regional office. The more you can offer your clients, the stronger the relationship you can build with them – helping you compete more effectively and create a bond that will help you keep them coming back to you, year after year.

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