As peak season wraps up, and you begin to think about potential changes you want to make in how you do business in 2026, it may be time to consider partnering with a general agency (GA).
If you don’t already have a GA, Word & Brown (W&B) General Agency should be a top contender. “Why?,” you may ask. There are many reasons.
Industry-Leading Quoting and Enrollment Technology
Quoting: W&B’s industry-leading quoting platforms, WBQuote and WBQuote Lite, make quoting easy. And, if you don’t have time – or you don’t want to do it yourself – we’ll run your quotes for you. It’s your choice.
Our technology provides you with an uncomplicated way to compare carriers, plans, and rates. You and your clients can easily view coverage differences and select the plan(s) that best addresses clients’ needs.
There are built-in safeguards when using our systems, too. These help you avoid errors, ensure quote accuracy, and deliver a proposal that’s easy for your clients to understand. We also highlight plan differences, so comparing a current plan to alternatives is a breeze. Our built-in provider search functionality ensures your customers get access to the doctors, specialists, medical groups, and hospitals they want, too. That way there are no last-minute surprises during enrollment.
And, of course, our API integration means you can start your online enrollment directly from your group quote with just a click of your mouse.
Simplified New Hire Management
After your group’s coverage effective date, if there are new employees hired, it’s easy to add them, their plan choices, and contribution information to create New Hire Worksheets. Plus, you can do it in your choice of languages: English, Spanish, Chinese, Korean, and Vietnamese.
Full-Service Broker Support at Every Stage
You can count on W&B to be here to support you – before, during, after the sale, and at renewal. We offer statewide support – in California and Nevada – including:
Market Expertise
We have sales experts who know the players, plans, and provider networks across California and Nevada. We can help you compare plans and find the right Small Group, Large Group, PEO, or Ancillary products to address more of your clients’ needs. (In California, we can help with your Individual & Family Plan (IFP) sales, too.) We understand demographic and regional trends, too. We’ll help you solve whatever unique challenges your clients may be facing. If you’re not already doing business with a carrier you need for a specific client, we’ll help expedite your appointment and get you on the path to increased earnings delivering the right client-focused solutions.
Multi-Team Assistance
In addition to quoting, in-house underwriting expertise, and unparalleled sales support, we offer superior marketing, group enrollment, and service expertise and assistance. We will present alongside you or in your place – expediting your enrollments and ensuring paperwork is filled out completely, so members get their ID cards promptly.
We offer full-service support and a true “one stop shop” for brokers. We provide personalized assistance you’re unlikely to find elsewhere. We can give you more time in your day. We’ll solve for your pain points. That’s why we’ve built a reputation of “Service of Unequalled Excellence” – a hallmark of Word & Brown for more than 40 years.
Compliance Guidance and Education
Our compliance team can help you and your clients navigate state-specific regulations and avoid costly mistakes. Our WBCompliance Wiki simplifies life for you and your clients. It delivers the info you need to stay on top of changing rules, reporting requirements, and evolving legislation. Plus, we offer in-person and online Continuing Education training including our annual Week of Webinars and courses led by members of our leadership team and other subject matter experts
Value-Added Services at No Cost
Our value-added services help you attract and retain clients. They include a Premium Only Plan (POP) set-up, Cal-COBRA or COBRA administrative services, a prescription drug discount card, industry updates, and more – all available without cost.
Broker Feedback: Real-World Results
Many successful brokers find that partnering with W&B gives them an advantage. Below is a message from a broker who previously worked with Word & Brown, discontinued his work with us, and recently returned after a positive experience with our VP of Broker Success, Jim Pippins.
I wanted to share my recent experience since I have started working with Jim Pippins again.
I used to work with Jim and Word & Brown in the past for a very long time and very closely. Unfortunately, there was a rep I had worked with that made a few mistakes with clients and that had forced me to look for a different GA to work with.
Jim reached out to check in. It was such a warm and nice conversation to have the opportunity to catch up and it reminded me of how great he is to work with and the immense value he brings to the table.
Since returning to working with Jim, we have written I believe four groups in just under two months. Jim has been absolutely outstanding, just as he always was. He is seriously top notch. He is incredibly knowledgeable and professional. I am so proud when I have the opportunity to put him in front of my clients, because he makes us look so great. He truly cares about the people he works with and the business. He always answers, whether after hours, way after hours, and even on vacation, which I feel terrible about, because he truly deserves just a complete break.
He is just like me, where he can’t fully shut off, which I really do appreciate having a partner that shares the same work ethic as myself. It’s pretty amazing how quickly he replies and gets back to me, and it’s so incredibly helpful.
I have worked with a lot of people for the almost 15 years that I have been in this industry and Jim is by far the best I have ever worked with. Jim gives you a great confidence and needless to say, since we began working together again business has just been flowing in. Let’s keep it going!
Jim truly is a valuable player in this market and a treasure to have on your team. I cannot thank Jim enough for all that he does: his friendship, his devotion to the business and clients, his expertise, and his constant availability.
A Strategic Partner for 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 your partnership with Word & Brown doesn’t affect your comp. In fact, because Word & Brown can help you write more business, you can actually earn more by partnering with us.
Our team is as passionate about your success as you are. We are committed to providing you with the tech, resources, tools, and exceptional service to help keep your customers coming back, year after year.
Contact your W&B rep today to learn more about how we can help you streamline your processes, write more new business and renewals, and increase your agency revenue and referrals.
If you’re not already working with us, now’s the time to get started. Let’s join forces to maximize your sales opportunities. Connect with our Broker Success team or register online today.
