FIRED UP AND READY
TO GO. LET'S DO THIS.
You’re eager and willing, but you’re also looking for that secret sauce that’ll take your business to the next level. That’s where we come in. We’ll hook you up with support, tools, and resources – at no cost – so the only place for your business to go is up!
first, WE'LL HELP you FIND new BUSINESS.
Finding new business is a process, but there’s also a technique to close more sales. Your Word & Brown team will help you polish and master your approach!
- A knowledgeable general agency team to gain more clients
- Sales training and techniques on closing the sale
- New business prospecting and targeting methods
- Customized brochures, flyers, and postcards
- Prospect telemarketing lists*
- Prospect telemarketing services*
- Your team will even go with you on appointments!
THen, WE'LL HELP YOU SELL THE BUSINESS.
Our focus is to help you present, quote, close, and enroll new business! We’ll even go with you to client presentations and bring quotes, materials, or just tag along to cheer you on as you close the deal!
- Custom sales presentations and materials
- Run quotes online or have us do it for you
- Run enrollments online or go the paper route, we’ll do both with you
- Our enrollment teams are around to help you with all on-site enrollment meetings
- Whatever you need, whenever you need it
THen, WE'LL HELP YOU KEEP the BUSINESS.
Finding and closing business is tough, but retaining your block is easy if you have the right support system and resources to keep clients happy!
- In-person and online training classes on a variety of topics
- ACA compliance training, tools, and resources
- Library of HR resources, handbooks, job descriptions, and more
- HRIS system to connect benefits and payroll for easy management
- A team dedicated to helping you solve any issues that might arise
They’ve been very generous to me as a new broker – their partnership is just absolutely incredible to our business. ”
—Katie JaimePresident of Magnolia Benefits Solutions
You’re the captain and we’re your team. Let’s go!
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