BROKER AID | New brokers have questions, and we've got answers.

Let Us Take On Some of Your Back-Office Activities

May 2, 2018   |   by Staff Writer

 

As a new health insurance broker, you have a lot to focus on: prospecting for and pitching new clients, providing information and service to current customers, and staying on top of compliance and other changes affecting you, your clients, and their employees.

However, when you work with a General Agency like Word & Brown, you don’t have to go it alone. We can help relieve you of some your back-office activities, so you can focus your time on prospecting and selling. After all, that’s how you make money.

Word & Brown offers a diverse array of support for brokers – whether you’re just getting started in the health insurance business or you’ve been at it for a while.

Here’s some of what you can count on from Word & Brown:

 

Guaranteed Accurate Quoting

We are the only place offering 100% accurate quotes, and we give you the option to run quotes on your own or we’ll run them for you. Our proposals include comparisons of your clients’ current plans and renewal options, including highlighted differences.

 

Presentation Assistance

We’ll provide you with presentation-ready proposals branded with your name and logo – and we’ll present alongside you if you like.

 

Enrollment Support

You can choose one-click online enrollments (with our EaseCentral and CaliforniaChoice integration), paper enrollments, or a combination of the two – it’s your choice. We provide personalized employee worksheets and multilingual enrollers to assist you, too.

 

Underwriting

Our experienced underwriters deliver 24-hour turnaround on most cases and clean case submissions to carriers, ensuring your groups are approved without a hitch.

 

Compliance Expertise

Employer reporting and changing benefits regulations can be a challenge – for you and your clients. You can rely on our in-house team for answers to your questions on evolving compliance rules – plus ongoing updates on health reform, ERISA, and much more.

 

Education and Training

We offer sales training on the latest products and in-person and webinar Continuing Education Courses to help you maintain your license.

 

Marketing Support

Take advantage of our customizable marketing collateral to reinforce your role as a valuable resource to your clients. Talk with your rep about our free online forms and flyers as well as our Business Plan Workbook and Marketing Guide to help you get started.

 

Best of all, you don’t pay a penny for our support. Think there’s a catch? There isn’t! Check out our prior post, Sales Support Available from Your General Agent for more information.

 

If you’re not already a Word & Brown broker, ask us how you can get started today.

 

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