One of the many reasons that so many California and Nevada brokers choose Word & Brown as their preferred General Agency partner is we give them unmatched resources to take advantage of streamlined processes and opportunities for increased sales.
Word & Brown’s Sales Support Boosts Sales Commissions
Whether you focus on Small Group Medical, Large Group Medical, Individual and Family Plan (IFP) sales, Ancillary product sales, or some combination, Word & Brown can help you write more business. Our broker support team members work collaboratively to ensure you get all the support you need – from start to finish, quoting to enrollment, post-sale service, and renewal.
Here’s a snapshot of what you can expect from us:
Plan Comparison Shopping: 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 for your customers. Our platform lets you customize your output with your choice of 30 different layout options, including the addition of your agency information and logo.
Quoting on Your Own – or with Help: Whether you choose to build a quote on your own with our online tools or need help from us, you can rest easy knowing you’ll get a winning proposal with highlighted plan differences. We make it easy to show your clients how their current plan looks as compared to possible renewal alternatives. That can help streamline their plan selection and gets you on the path to enrollment even more quickly.
Sales: Whatever products or services your prospects and clients may be considering, Word & Brown’s outstanding roster of carrier and administrator partners includes a broad range of solutions to address their needs. In both California and Nevada, you can rely on us for Small Group and Large Group Medical, Ancillary, Supplemental products, and employer-sponsored and voluntary coverage. Plus, in California, we can help you with Individual & Family Plans (IFP) coverage, too.
Need something else? Our partners offer other products and services like Employee Assistance Programs (EAP), administrative services, and niche products, and more, too. Our value-added extras include free COBRA admin, a Premium Only Plan (POP), and ERISA services for qualified groups. We can help you nurture long-term client relationships – and attract new customers, too.
Enrollment: 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 a click of your mouse. Our partners’ software offers your clients the ability to easily manage their online enrollment, expedite employee onboarding, and better administer their HR and benefits, even payroll. Ask us for details, including the timeline for transitioning existing business from Ease to Employee Navigator in 2025.
Underwriting Expertise: We work directly with our carrier partners to ensure faster underwriting approval of your cases. Our team’s clean case submissions and prompt turnaround ensure approval without issues – and ID Cards more quickly to your groups’ employees. For your Large Groups, we offer a simplified online RFP process. You can easily compile census data and other info for your requested products and carriers. We also negotiate with carriers on proposed Large Group rates for your groups. Ask us for details.
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, and much more. We can help you navigate the uncertainty of changing laws – and how they affect you, your business, your clients, and their businesses.
Our exclusive WBCompliance Wiki, launched in 2023, allows you to explore the world of Compliance with confidence. It’s the one place to easily find the info and forms you need on compliance-related topics. You no longer have to wade through PDFs or scroll through lots of web pages. 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. Our annual Week of Webinars event 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.
Client Experience: Once your group is in force, we offer a range of account management resources and support based on your Word & Brown production tier. Ask your rep about your eligibility and the services available to you.
Product and Bonus Alerts: We’ll keep you posted on potential new products and services to address your clients’ changing needs. That can help you write more, earn more, and drive increased client retention. We will also inform you of available new bonus opportunities offered through our carrier partners.
Of course, that’s not all you can expert when working with Word & Brown. We offer outstanding support, a legendary commitment to Service of Unequalled Excellence, and the gift of time savings you get by working with a trusted business partner like us.
Experience the Power of [&]. If you’re already working with us, contact your W&B rep today to discuss how we can help you increase your sales in 2025. If you’re not already working with us, call us today at 800-869-6989, or fill out our online form to get started.
