The Word & Brown Digital Carrier Portfolio makes it easier than ever for brokers to quickly view carrier products, commission structures, renewal details, and key contacts — all in one centralized location.
Think of it as speed dating for carrier partnerships: a fast, organized way to access the information you need to determine which carrier may be the right fit for your client.
What You’ll Find in the Carrier Portfolio
Each carrier page is designed to give you clear, organized access to the information you rely on most — without having to search through multiple systems or documents.
Carrier Contacts and Renewal Details
There’s so much information available to you through these recently launched pages:
- You can view product offerings and commissions.
- You can access carrier contacts, emails, and web links.
- You can get renewal data – like due date and renewal portal.
Everything is organized so you can quickly reference what you need during client conversations.
Filter and Navigate with Ease
The Carrier Portfolio is built for efficiency. Instead of scrolling endlessly, you can narrow your view to what matters most.
You can:
- Filter by carrier.
- Filter by product.
- Toggle between California and Nevada.
This streamlined navigation helps you quickly access relevant carrier information based on your client’s needs and market.
Additional Broker Carrier Guides and Resources
Beyond product and renewal details, you’ll also find valuable tools to support your workflow.
Also available are valuable Guides and Resources, including:
- Small Group Enrollment Kits for Medical, Dental, and Vision (where available)
- Summary of Benefits & Coverage (SBC) and Summary of Dental Benefits & Coverage (SDBC) links
- Provider & Rx Search tools, including local, regional, and out-of-state providers (by product type) as well as prescription drug lists
Find the Right Fit for Your Clients
Use the Carrier Portfolio to efficiently help you determine what carrier and products offer the right solutions to your clients’ needs. We’re confident you can quickly find a good match – maybe even a better one than you might find from speed dating.
If you have any questions, contact your W&B representative.
If you’re not working with us yet, it’s easy to get started. Call 800-869-6989 or register online.
