When you’re starting out as an insurance sales professional, it’s important you align yourself with the right experts who will support you, your business, and your customers. Many brokers choose to partner with Word & Brown.
Below are five of the reasons why we’re a great partner for new brokers:
1: Comprehensive support and unparalleled expertise: Word & Brown was founded nearly 40 years ago, and our focus has always been on providing brokers, your customers, our carrier partners, and each other with Service of Unequalled Excellence. It has been our promise for decades.
You can rest easy knowing we are as passionate about your success as you are. We are committed to providing you with the tools, technology, training, and other resources you need to serve the broad – and evolving – needs of your prospects and clients.
2: Diverse product portfolio: No matter what your prospects and clients may be looking for, we have an outstanding roster of carrier and administrator partners with solutions to address those needs. Whether your focus is Small Group or Large Group; Medical, Ancillary, or Supplemental; employer-sponsored or voluntary, we can help. In California, we offer Individual & Family Plans (IFP), too. Our partners also offer other products and services, like Employee Assistance Programs (EAP), administrative services, and niche products. Plus, our value-added extras – like free COBRA admin and a Premium Only Plan for qualified groups – will help you nurture your client relationships for a long-term connection.
3: Innovative technology: Our proprietary quote platform helps you build a winning proposal with highlighted plan differences to make your clients’ plan selection easier. You can instantly search, confirm, and build quotes with your clients’ preferred doctors, medical groups, and hospitals. You can easily put together the best scenario with the most-attractive rates. You can tailor your quote with your agency information and logo – or customize the layout so your proposal stands out. Our WBCompliance Wiki gives you one place to easily find the info and forms you need on compliance-related topics. You won’t have to wade through PDFs or scroll lots of web pages anymore. The search feature lets you find what you want in seconds.
4: Expert underwriting: Our experienced underwriting team works directly with our carrier partners to get a faster approval of your cases. Our clean case submissions and prompt turnaround ensure approval without a hitch and ID cards to employees more quickly. For Large Groups, we offer a simplified online RFP process, helping you easily compile census data and other information for your requested products and carriers. We’ll also negotiate with carriers on proposed Large Group rates.
5: Enrollment services: We offer enrollment worksheets in your choice of English, Spanish, Chinese, Korean, or Vietnamese. Our APIs enable you to quickly start your online enrollments directly from your quote with just a click of your mouse. Plus, our partners offer a variety of tools and resources to help your clients manage their online enrollment, streamline employee onboarding, and better administer their HR, benefits, and even payroll. Ask us for details, including the timeline for transitioning business from Ease to Employee Navigator in 2025.
A Proven Record of Success
When you work with Word & Brown, not only do you have a dedicated team of sales professionals behind you, but you also have an entire organization working with your (and your clients’) best interests in mind. Start to finish, we are here to help you strengthen existing client relationships and prospect for new ones.
If you’re already working with us, contact your Word & Brown rep about how we can make your Q4 and 2025 even more successful. If we’re not yet working together, call us today at 800-869-6989, or fill out our online form to get started. Let us prove our value to you and show you what the Power of [&] can mean for you and your agency.
