Nine Services to Offer as an Employee Benefits Broker

Lean on your General Agency to help build offerings of popular services


To compete more effectively as an insurance broker in today’s marketplace, it’s important to offer services your prospects and clients want – and need. This article presents highly desirable programs and services you may want to consider.

1 : Shop the Market

Everyone wants to know they are getting the most value for their health care premium dollar. You can use technology – like Word & Brown’s WBQuote platform –to show your clients a comparison of available plans. Our proprietary quote engine helps you compare their current plan(s) against different renewal options. We even highlight plan differences, so your clients can see how plans stack up against one another.

Because there is a broad portfolio of products on the market, it’s easy to tailor a program to fit each of your groups’ needs. Consider what’s available for Small Group and Large Group Major Medical, Dental, Vision, Disability, and Life, as well as Voluntary and Worksite products, Employee Assistance Programs, administrative services, and other programs and services. These are offered through a range of regional and national carriers and administrators.

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