Word & Brown is Revolutionizing the Modern Broker Experience

Word & Brown is Revolutionizing the Modern Broker Experience

To be a successful broker in today’s evolving marketplace, you need to be using innovative, technology-driven tools and apps. That’s not an issue when you partner with Word & Brown.


Word & Brown has been known for its industry-leading quoting and Service of Unequalled Excellence for nearly 40 years. The general agency introduced Quot-O-Matic in 1985 and revolutionized the way brokers could create a consolidated employee benefits proposal comparing quotes from multiple small business insurers. For the first time, starting in the 1980s, Quot-O-Matic gave brokers the ability to quicky and accurately find the right insurance plan for their small business clients – with guaranteed quotes.

In the past 39 years, Word & Brown has made its quoting platforms even better. Today, brokers can use WBQuote to easily compare carriers and plans, view rate differences, and select the coverage that best fits their clients’ specific needs. For brokers on the go, WBQuote Lite offers mobile quoting capabilities. You can now generate a quote at your client’s location or wherever you happen to be.

Both WBQuote and WBQuote Lite include built-in safeguards to help you avoid errors, ensure your quotes are accurate, and keep your customers happy. And, of course, Word & Brown’s diverse product and service portfolio includes the carriers and administrators your clients are looking for.

Quote output includes highlighted plan differences, making it easy for customers to compare their current plan(s) with proposed, comparable renewal alternatives.

Quoting Integrations

WBQuote integrates with Ease and CaliforniaChoice, so you can start your groups’ online enrollment directly from your quote – with just the click of a mouse. In addition, Word & Brown offers other Application Program Interface (API) integration with other partners.

Integrated provider search ensures your clients, their employees, and dependents get access to the doctors, medical groups, specialists, and hospitals they want in all of the plans being discussed.

Quoting Assistance

If you don’t have time – or you just do not want to do it yourself – Word & Brown’s team will prepare quotes for you. Ask your Word & Brown rep for information on turnaround times.

More Apps + Tools

Beyond quoting, you can count on Word & Brown for other technology to set you apart from your competition – and to enhance your customer service.

  • W&B Website and Online Resources: There’s a wealth of information to help you better serve customers on the W&B website – plus our online Insurance Forms Library with the latest carrier documents and forms, enrollment kits, and W&B Quick Reference materials. Get what you need, when you need it – on your schedule, 24/7.
  • WBCompliance: We are the only General Agency with a team of in-house experts to assist with compliance-related matters, employer reporting, and complex regulations. Our new WBCompliance Wiki gives you and your clients a place to easily – and quickly – look up compliance-related topics to get the answers you need. Avoid wading through PDFs and web pages, use our search feature to find exactly what you’re looking for in seconds.
  • Online Enrollment and HRIS: Through your partnership with Word & Brown, you can gain access to a powerful benefits enrollment solution that speeds up your enrollments and helps clients better-manage their onboarding and benefits administration.
  • IRS Reporting: We’ll help you and your Applicable Large Employer and other impacted clients with mandatory Affordable Care Act (ACA) reporting. We host webinars for brokers and employers to prepare for required annual IRS reporting.

In addition to these valuable tech tools and resources, when you work with Word & Brown, you enjoy a range of added support, including:

  • Statewide assistance in California and Nevada from dedicated insurance professionals who can aid you with quoting, presenting, enrolling, and closing the deal – plus renewal and retention support;
  • Underwriting by experienced underwriters who provide prompt turnaround and clean case submissions – ensuring your groups are approved without a hitch and get their ID cards faster;
  • Product, carrier, and compliance training and education, including Continuing Education (CE) courses during our annual Week of Webinars and at industry-sponsored events – making it easier for you to maintain your state license;
  • Value-added services like free COBRA or Cal-COBRA administrative services plus set-up of a Premium Only Plan (POP) for qualifying groups;
  • A Client Experience team dedicated to helping you respond to opportunities, troubleshoot client issues, and deliver answers to everyday questions to keep you and your clients happy.

The Right Partner Makes a Difference

We know you have a lot of options when it comes to where you place your business. We believe that when you partner with Word & Brown, you not only get outstanding technology and tools to help you do your job better, but you get an entire back-office team committed to you, your business, and your clients.

If you’re already doing business with us, talk with your Word & Brown rep about how we might help you write more and earn more in 2024. If we’re not working together yet, call us at 800-869-6989 or get started by completing our online form

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