When you work in insurance sales, having a good team behind you can make a dramatic difference. Word & Brown’s teams deliver unparalleled support to help brokers grow their careers from rookie to true industry professional.
We provide the tools, technology, resources, support, and people you need to be more successful. For 40 years, we’ve been helping brokers differentiate themselves in a competitive marketplace. That’s why so many California and Nevada brokers choose us as their preferred partner.
It doesn’t matter what part of the insurance market you focus on – Small Group, Large Group, Medical, Ancillary, Worksite, Supplemental, or some combination, we can help you write and earn more.
With us, you get not only a dedicated team of sales professionals behind you, but an entire organization working with your (and your clients’) best interests in mind.
Here’s what you can expect from us:
Plan Comparison Shopping: Instantly search, confirm, and build quotes with your clients’ preferred doctors, medical groups, specialists, and hospitals. We’ll help you easily put together the best scenario with the most-attractive rates. Our platform even lets you customize your output in your choice of 30 different layout options, including your agency information and logo.
Quoting on Your Own – or With Our Help: Whether you choose to build a quote on your own or with help from us, you can rest easy knowing you’ll get a winning proposal with highlighted plan differences. Show your clients how their current plan looks as compared to possible renewal alternatives. That will help streamline their plan selection and put you on the path to enrollment even more quickly.
Sales Assistance: Whatever products or services your clients are seeking, we’ll help you narrow their options and find an affordable employee benefits solution. Our carrier and administrator partners deliver all the traditional offerings – like Major Medical and employer-sponsored and voluntary Ancillary. We’ll also give you and your clients access to Employee Assistance Programs (EAP), wellness, chiropractic and acupuncture, worksite and supplemental products, administrative services, and more. And, of course, your partnership with us means you can offer clients value-added extras like free COBRA admin, a Premium Only Plan (POP), and ERISA services for qualified groups. We’ll help you develop and nurture long-term client relationships – and attract new customers, too.
Underwriting Expertise: Our underwriting team works directly with our carrier partners to ensure faster approval of your cases. We’re known throughout the industry for our clean submissions and prompt case turnaround – ensuring prompt approvals without issues and quicker ID Card distribution to employees.
For Large Groups, we offer a simplified RFP process. You can easily compile census data and other info for your clients’ requested carriers and products. We also negotiate with carriers on proposed rates for your clients. Ask us for details.
Technology and Innovation: This team leads Word & Brown’s initiatives aligned with our evolving digital technologies transformation. That includes the development and refinement of digital journeys across the web, apps focusing on customer engagement throughout the customer lifecycle, and API integration initiatives with our carrier, vendor, and agency partners. Our focus is ensuring process efficiency gains, adoption of industry-leading tech tools, launching innovative products, streamlining enrollment and other processes, and maximizing broker opportunities.
Compliance: We’re 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, compliance updates, and more. We will help you navigate the uncertainty of changing laws – and how they affect you, your business, your clients, and their businesses.
Our exclusive WBCompliance Wiki allows you to explore the world of Compliance with confidence. It’s the one place to easily find the info and forms you need. Stop 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.
Our WBCompliance team also helps you stay in the know with valuable Continuing Education (CE) Courses – locally, regionally, and nationally. Word & Brown’s exclusive Week of Webinars for California brokers awards thousands of CE Credits annually – making it easy to earn up to half of the annual course credits needed to maintain your California state license.
Enrollment Resources + Enrollers: We offer enrollment worksheets in your choice of languages: English, Spanish, Chinese, Korean, or Vietnamese. Plus, our Application Program Interface (API) integration means you can quickly start your online enrollments directly from your quote with just one mouse click.
Our partners’ software gives your clients the ability to easily manage online enrollment, expedite employee onboarding, and administer HR and benefits – including payroll – through one system. Ask us for details, including the timeline for transitioning existing business from Ease to Employee Navigator.
Beyond the tools, you can count on Word & Brown enrollers to be available to help you with your groups’ enrollments. We’ll deliver enrollment materials, explain the benefits of the coverage being offered, check paperwork to ensure completeness, and make sure there are no issues that might hold up your enrollment.
Client Experience: Once your groups are in force, we offer a range of account management resources and support based on your Word & Brown production tier. Ask about your eligibility and available services.
A Partner for Your Long-Term Success: We know you have many choices when it comes to selecting a general agency – or going it alone, without a GA. What’s important for you to know is that your partnership with Word & Brown doesn’t affect your comp. In fact, because our teams can help you write more business, you can actually earn more by partnering with us.
Contact your Word & Brown rep today to learn more about how we can help you streamline your processes, maximize technology, write more new business and renewals, and increase your agency revenue and referrals. If you’re not currently working with us, call 800-869-6989 or fill out our online form to get started.
Experience the Power of [&]® through Word & Brown.
