Technology and Other Support for Insurance Brokers

Word & Brown is committed to helping brokers in Q4 and throughout the year. We offer a variety of broker support services, including industry-leading quoting, an innovative mobile app, online documents and forms, unparalleled compliance support, online enrollment capabilities, and more. We have what you need to set yourself apart from your competitors – and take your client service to the next level.


We offer both desktop and mobile quoting platforms, allowing you to deliver a customized quote wherever you and your clients may be.

More powerful than ever, WBQuote is the industry standard for Small Group quoting. It gives you the opportunity to easily quote Medical and Ancillary products using a single platform, and includes wrap quoting and other valuable features.

WBQuote Lite allows you to quote on your mobile device. It lets you say goodbye to running back to the office to re-run a quote because a client made a census mistake or hired a new employee. With WBQuote Lite, you can run a quote to match your client’s needs . . . no matter where you are.


With WBBroker, you can carry your entire Word & Brown portfolio in your pocket, combining the tech you need into one powerful, hand-held program.

Quoting: get a Summary Quote (quick estimate) or open WBQuote Lite to start a guaranteed-accurate quote on each of the plans for which your group’s employees are eligible.

Real-time Updates: keep track of how your cases are working their way through Underwriting, including selected coverage, enrolled employee count, and more.

Provider Searches: ensure each of your quotes includes the plans that offer your clients and their employees access to the doctors, hospitals, and medical groups they want.

Improved Business Management: View a summary of your inforce business, including group names, coverage, effective dates, policy numbers, quote dates, payments, etc.


Get the documents and forms you need all in one place. Our Insurance Forms Library offers the latest carrier collateral and other materials online 24/7.

Improved search and filter functions make it easier than ever before to find just what you need.

Our online library includes Word & Brown’s exclusive state- and market-specific Health Plan Reference Guides – your one-stop resource for info on health reform, underwriting, eligibility, plan comparisons, and more.


We are the only General Agency with a team of in-house experts to assist you and your clients with compliance-related matters and changing regulations.

Employer Reporting Assistance: Help your clients with vital Internal Revenue Service (IRS) reporting and compliance-related services like mandated employer letters, ERISA Wrap documents, ACA reporting and Form 5500 preparation and filing, and more.

HR Support and TPA Services: We offer a range of human resources-related assistance and third-party administrative services, including an HRIS system with Online Enrollment solutions, COBRA administration, Premium Only Plans, and Flexible Spending Accounts.

Business Development and Retention: We’ll help you build — and retain — more business when you’re able to help clients stay ahead of trends, changes, and updates. You have full access to our in-house Compliance team and ACA support resources at no cost.


Our WBMedID app gives your California clients access to their Medical ID Cards on their smartphones. It’s easy to add ID Cards for Dental, Vision, and other coverage, too – or family members’ ID cards, so they’re all in one place.

WBMedID meets HIPAA requirements, so health information is always secure.

Your customers can also use the app to schedule an in-office or in-home doctor’s visit at a cost of $99 or less. Members with PPO coverage from Aetna, Anthem Blue Cross, or Blue Shield of California pay only the health plan co-pay.


Our team of Account Managers provides on-demand assistance to help you respond to opportunities, troubleshoot client issues, and keep your customers happy.

Turn to us for whatever you need, including:

  • General questions: get answers to any questions regarding your group, or coverage and plan information.
  • Technology: We have your back on technology-related matters — from questions concerning Online Enrollment, HRIS and Benefits Administration, API connections, and other tools.
  • Account questions: When billing, claims, commissions, or other account-related questions come up, we’re standing by to do the necessary research and deliver answers.
  • Maintenance: all year long, you can count on us to help make whatever changes you and your clients need.


We also offer a range of additional resources for your insurance business needs:

Enrollment Kits: Quick access to carrier enrollment forms to speed up the group enrollment process. Our partnerships with tech providers like Ease mean you have access to broker-friendly online enrollment and benefits management tools.

Provider Search: Submit a provider search request to us, and we’ll research plans to help ensure your clients get access to their preferred providers in the plans they’re considering.

Sales and Marketing Tools: We offer customizable resources for you to use in Q4 in your outreach to prospects and customers – in addition to valuable sales and marketing tools to benefit you and your clients throughout the year.


No other General Agency offers the expertise, products and services, and sales and technology support that come with our 35+ years of innovation. Visit our website for the address and phone number of the Word & Brown office nearest to you.

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