One of the reasons so many brokers choose Word & Brown as their General Agency partner is so they can take advantage of the streamlined sales processes offered by our broker support teams. Each has a specialized focus, but they work collaboratively to ensure you get the support you need. Whether you are quoting, submitting new business, enrolling, servicing, or renewing your groups, we deliver the support you need to expedite sales.
Here’s an overview of how W&B teams can assist you:
Shopping, Comparing, and Quoting: 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 clients’ preferred doctors, medical groups, and hospitals. Easily put together the best scenario with the most-attractive rates. Tailor your quote with your agency information and logo – or customize the layout to help your proposal stand out from your competitors.
Sales: 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. Looking for something else? Our partners offer other products and services like Employee Assistance Programs (EAP), administrative services, and niche products. 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.
Underwriting: Our experienced Underwriting team works directly with carriers 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 also negotiate with carriers on proposed Large Group rates.
Enrollment: 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, 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.
Compliance: Word & Brown is the only General Agency with a team of in-house experts to assist you and your clients with compliance-related matters, employer reporting, and complex regulations. We’ll help you navigate the uncertainty of how changing laws affect you, your business, your clients, and their businesses. Among the Compliance resources is our exclusive WBCompliance Wiki, launched in 2023. It allows you to explore the world of Compliance with confidence. It’s the one place you can easily find the info and forms you need on compliance-related topics. You don’t have to wade through PDFs or scroll lots of web pages anymore. The search feature lets you 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 awards thousands of CE Credits annually to California brokers, making it easy to earn up to half of the annual course credits needed to maintain your state license.
Client Experience: 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.
More: Of course, that’s not all you can expert when working with Word & Brown. We offer outstanding renewal expertise, value-added benefits for your eligible clients like Premium Only Plan (POP) set-up and COBRA administration, our legendary commitment to Service of Unequalled Excellence, and the gift of time savings you get by working with a trusted business partner.
We are as passionate about your success as you are. Experience the Power of [&]TM. Contact your W&B rep today to discuss how our teams can streamline your processes, help you better manage your business, and drive you toward greater income. If you’re not already working with us, call us today at 800-869-6989, or fill out our online form to get started.
