NEWSROOM

To succeed as a new health insurance broker, you need more than a strong carrier portfolio. You also need powerful sales technology tools that help you compete, respond quickly, and build client trust from day one. Here are three essential solutions to get you off on the right foot.

Must-Have Technology for New Brokers

1. A High-Velocity Quoting Engine

If you are still visiting multiple carrier websites to secure quotes for your clients, you’re wasting hours of your life every week. Your clients expect a prompt response when asking you for quotes. If it takes you days to put together a proposal, you’ve already lost the battle to establish trust with them.

Working with Word & Brown (W&B), you can take advantage of our powerful WBQuote platform. It lets you generate side-by-side quote comparisons in minutes. You’ll get a comprehensive coverage analysis, Wrap options, customization features, and the ability to quote both Medical and Ancillary products using one system.

You can generate a quote in your choice of English, Spanish, Chinese, Korean, or Vietnamese. Plus, there are built-in safeguards to help you avoid errors and ensure rate accuracy. Our one-page summary streamlines your client decision making, too. You’ll get a clean, professional PDF that makes you look like a seasoned professional, even if it’s your first proposal.

2. A Mobile-First Provider and Rx Search Tool

Two of the most-frequent questions brokers hear from employers when generating quotes is “Will my employees’ doctors be in-network?” and “Will my prescriptions be covered?” In today’s health insurance market, networks are changing all the time. It’s not just a calendar year issue any more.

You can avoid guessing – or hours searching different carrier websites – with an integrated search tool that looks at multiple carriers at once. W&B’s quoting platform, WBQuote, includes an integrated search tool. In fact, it was the first of its kind when we launched it in 2019.

Gone are the days of visiting individual carrier sites for provider searches. All of our carrier partners are included in your provider search. You can easily see which doctors, medical groups, and hospitals are associated with each plan. And, of course, we update data regularly to ensure your clients have the most current information.

With access to accurate provider and Rx information, you’ll be ready to confidently tell your clients, "Yes, the doctors you want are part of the Gold PPO plan,” and “your prescriptions are covered in the plans we’ve discussed.”

3. A Digital Enrollment Platform

Paper applications are a thing of the past. They often lead to missing signatures, incomplete info, illegible handwriting, and massive delays. Plus, clients expect more today.

Digital enrollments ensure "clean" data. If a field is missing, the system won't allow the employee to move forward and submit. This means elimination of back-and-forth phone calls and missed effective dates. When your enrollments are digital, you spend your time consulting with employees instead of chasing signatures and missing information on apps.

Put Our Tech Tools to Work for You

Talk with your W&B rep about how you can put our tech and other tools to work for you and your clients. If you’re not already partnering with us, call 800-869-6989 or register online today.. We’ll share information about all of the products, tech, and other support available to you as a W&B broker.