To succeed in a competitive employee benefits marketplace, you need to differentiate yourself and your agency. But how can you do that? One way is to partner with a General Agency like Word & Brown. We offer you unparalleled support – plus our legendary “Service of Unequalled Excellence.”
We know what you’re thinking. Aren’t all general agencies alike? Can’t I get the same services, products, and support through another GA? Frankly, no. Word & Brown is different. We’ve been partnering with brokers for more than 40 years. We understand the employee benefits marketplace. We’re innovators, too. We created the first quoting engine allowing brokers to assemble plans and rates from multiple carriers into one consolidated proposal.
Our ongoing digital transformation includes the development and refinement of digital journeys across the web. It features apps focusing on engagement throughout the customer lifecycle. That includes API integration with our carrier, vendor, and agency partners. Our focus is process efficiency gains, adoption of industry-leading tools, innovative products, streamlining processes, and maximizing opportunities for you.
Ongoing Broker Support
We are here for you from quote to enrollment to renewal. Whatever you need (quoting, enrollment, underwriting, renewal, account management, or compliance assistance), we support you online, on the phone, and in person.
Working with us, you have a dedicated team of sales professionals backing you up. Plus, an entire organization committed to your – and your clients’ – best interests.
- A broad product and service portfolio: We have the carrier and administrator connections you need – locally, regionally, and nationally. Whatever your product focus, we are here to help you write and renew more – whether it’s Small Group or Large Group business. We also offer Individual and Family Plan (IFP) coverage in California. We will help you narrow your clients’ options and find an affordable benefits solution. We give you access to other benefits, too. Those include wellness and Employee Assistance Programs (EAP), worksite and supplemental products, administrative services, and more. And, of course, your partnership with us gives you access to value-added client extras for your clients – like free COBRA admin, a Premium Only Plan (POP), and ERISA services for qualified groups.
- Underwriting Expertise: Our underwriting team works directly with carriers to ensure a faster review and case approval. We are known for our clean case submissions and prompt turnaround. That ensures approval without hassle and quicker ID Cards for enrolling employees. For Large Groups, our simplified RFP process means you can easily compile census data for your requested carriers and products. We even negotiate with carriers on proposed rates for clients.
- Valuable Enrollment Resources: W&B offers enrollers to expedite employees’ enrollments – including multilingual assistance in California. These professionals deliver enrollment materials, explain the benefits of coverage being offered, check paperwork to ensure completeness, and make sure there are no issues that might hold up your groups’ enrollments. Our partners’ software gives your clients the ability to easily manage enrollment online, expedite employee onboarding, and administer HR and benefits – including payroll – through one system. Ask us for details, including the timeline for transitioning business from Ease to Employee Navigator.
- Compliance: Word & Brown is still the only GA with in-house experts ready to assist with compliance-related matters. We help with employer reporting, complex regulations, compliance updates, and more. Navigate the uncertainty of changing laws with ease. Gain a better understanding of how these changes affect you, your clients, and their businesses. Our exclusive WBCompliance Wiki allows you to explore topics with confidence. It’s the one place to easily find the info and forms you need. Using our Wiki search feature allows you to find what you want in seconds.
More Support for Qualifying Brokers
You can tap into even more broker benefits based on your level of production with Word & Brown. For example, you may be eligible to take advantage of:
- Spreadsheet Support: Get Ancillary product spreadsheets for groups of 20+ and expert guidance on PEO solutions.
- Client Experience Assistance: We provide support for billing invoices, deductible credits, and provider/Rx searches to ensure a hassle-free client experience. You could also qualify for priority ticketing and dedicated support for add/terms, claims, commission inquiries, continuity of care, deductible credits, faster turnaround on ID card requests, member-level and employer-level changes, and renewal processing.
- Tech Team Support: Get Ease>Employee Navigator transition updates. Take advantage of “builds” for new groups with medical written through W&B. Tap into our internal QA to ensure your groups’ accuracy. Or request system or renewal support. We’re here to help!
- API Integration: Enjoy direct carrier submission and easier case installation using our Application Programming Interface (API).
- Education: Beyond access to our annual Week of Webinars series of Continuing Education (CE) online training, you could qualify for monthly CE courses plus employer training with SCRM- and HRCI-certified courses.
Ask your W&B rep about the services that you qualify for; the more business we write together, the greater your benefits.
Your Partner for the Long Term
With Word & Brown as your partner, you can develop and nurture long-term client relationships – and attract new customers, too. To learn more, contact your W&B rep today. We can help you address more of your clients’ needs, streamline your processes, and maximize your future sales opportunities.
If you’re not already working with us, it’s easy to get started. Call 800-869-6989 or fill out our online form today.
