Milestones

For more than 35 years, Word & Brown has provided brokers in California and Nevada Service of Unequalled Excellence. Here are some of the milestones and achievements we are most proud of.

  • 1980s
  • When It All Started

    Word & Brown General Agency (formally Word & Brown Insurance Administrators) is founded by John M. Word III and Edward J. “Rusty” Brown, Jr.

    Quot-O-Matic®

    John Word and Rusty Brown launch Quot-O-Matic®, an innovative quoting platform giving brokers the ability to consolidate health insurance quotes from multiple carriers into one easy-to-understand presentation for their small business clients.

  • First COBRA Administrator

    Word & Brown creates a COBRA division, CobraPro, becoming the first company in the nation specializing in COBRA compliance and administration.

    Word & Brown #1

    Word & Brown becomes the nation's largest independent small group health distributor.

  • 1990s
  • Flex Administration

    Word & Brown introduces a Flexible Benefit Plans division, FlexPro, to assist businesses with Section 125 Flexible Benefits administration and disbursements.

  • Private Exchange Introduced

    Word & Brown establishes the first multi-carrier, employee-choice private health exchange, CaliforniaChoice. This exchange is now one of two exchanges operated through CHOICE Administrators, a sister company of Word & Brown.

  • 300+ Employees

    Employment at The Word & Brown Companies, including the Word & Brown General Agency, surpasses 300, with employees working in offices in Orange, Los Angeles, San Diego, and San Jose, California.

  • 2000s
  • Entrepreneur of the Year

    John M. Word III and Edward J. “Rusty” Brown, Jr., co-founders and managing partners of Word & Brown, are awarded “Entrepreneur of the Year®” by Ernst & Young.

    Web COBRA

    Web-based COBRA services are launched by Word & Brown.

  • CONEXIS Launched

    Word & Brown combines its CobraPro and FlexPro divisions to establish CONEXIS, a nationwide employee benefits administrator.

  • Ontario Office Opens

    Word & Brown General Agency expands its service to Inland Empire-area brokers by opening a fifth California office – in Ontario.

  • Employment Surpasses 700

    The Word & Brown Companies surpass 700 employees nationwide

  • Online Quoting

    Word & Brown General Agency updates its Quot-O-Matic quote engine to add website-based quoting, enabling brokers to compare multiple health plans, rates, and benefits and create customized proposals instantly

  • Providence Center Opens

    The new John Word & Rusty Brown Hearing Aid Center opens at the Providence Speech and Hearing Center in Orange, California, in honor of John M. Word III and Edward J. "Rusty" Brown, Jr.

    Prescription Savings Card

    The California Rx Card, a prescription drug assistance program, is introduced. The no-cost card offers Californians savings of up to 80% on prescriptions at more than 50,000 chain and independent pharmacies nationwide. (The Nevada Drug Card is added in 2008.)

  • Client HR Services

    Word & Brown General Agency adds HRWow, an online human resources administration services program to help employers save time and money. HRWow is available to broker clients at no cost.

  • 2010s
  • New GA Leader

    Jessica Word is named president of Word & Brown General Agency.

    Top Work Place in Orange County.

    The Orange County Register recognizes The Word & Brown Companies, including the Word & Brown General Agency, as a Top Work Place in Orange County. The organization is among 20 mid-sized firms and 85 businesses on the newspaper’s 2012 list.

    Word & Brown Medicare Brokerage

    Word & Brown introduces Word & Brown Medicare Brokerage, a field marketing organization.

  • CONEXIS Sold

    CONEXIS, the recognized leader in employee benefits administration, is sold by The Word & Brown Companies to WageWorks, Inc., a leading administrator of consumer-directed benefits.

    Expanded Quoting

    Word & Brown General Agency expands quoting capabilities, giving brokers the ability to quote from anywhere using a desktop, laptop, tablet, or mobile device with WBQuote.

  • National Philanthropy Day Honor

    The Orange County Chapter of the Association of Fundraising Professionals names John Word, Rusty Brown, and The Word & Brown Companies as Outstanding Corporation Honorees for 2015.

    NAHU Leadership

    Word & Brown University Vice President Don Goldmann is elected president of the National Association of Health Underwriters (NAHU).

    General Agency Celebrates 30 Years

    Word & Brown General Agency marks its 30-year anniversary.

  • Charitable Giving Recognition

    The Orange County Business Journal recognizes John Word and Rusty Brown, co-founders of Word & Brown, as standout philanthropists in the publication’s 2016 Giving Guide.

    Rx Savings Exceeds $439 Million

    The California Rx Card celebrates $397,560,001.86 in savings to California cardholders since the program launched in 2007. The Nevada Drug Card celebrates $41,803,844.65 in savings since 2008. Word & Brown General Agency brokers can offer the cards to their customers at no cost.

  • announced sales

    The Word & Brown Companies announce the sale of HealthCompare, Quotit, and a book of Medicare Advantage and Individual & Family Plan (IFP) business written by Word & Brown Brokerage to National General Holdings Corp. (Nasdaq: NGHC)

    GDUSA

    The Word & Brown Companies, including Word & Brown General Agency, earn 12 awards from Graphic Design USA for 2017. The wins include seven GDUSA America Inhouse Design Awards and five GDUSA American Graphic Design Awards.

    Word & Brown Adds Kaiser Permanente to Small Group Quote Offering

    Word & Brown General Agency adds Kaiser Permanente to Small Group quoting, deepening the firm’s roster of leading insurers to give brokers access to all of the top carriers through a single General Agency.

  • GDUSA

    The Word & Brown Companies, including Word & Brown General Agency, earn five awards in the GDUSA American Graphic Design Awards.

    Two new Large Group contracts

    Word & Brown General Agency signs two new Large Group contracts, allowing brokers to write groups of 101 or more employees. Larger UnitedHealthcare cases is available statewide in California. Kaiser Permanente coverage is available to employers in Fresno and San Diego.

  • Word & Brown President Jessica Word Among “CEO Today” 2019 Healthcare Awards Winners

    Jessica Word, president of the Word & Brown General Agency, is named one of CEO Today magazine’s health care award winners for 2019. She is among nearly 100 featured winners and finalists in health, pharmaceutical, biotech, insurance, and other professions from across Africa, the Americas, Asia, Australasia, and Europe.

    New agreement with Sutter Health Plus

    Word & Brown General Agency signs a new agreement with Sutter Health Plus, expanding health plan options for brokers, their clients, and employees in 15 Northern California counties.

    Word & Brown General Agency Achieves HITRUST CSF® Certification

    Selected Word & Brown General Agency and CHOICE Administrators systems earn “Certified” status for information security by HITRUST, the most prestigious certifiable security framework for the health care industry.

    Earned nine awards in two competitions sponsored in 2019

    The Word & Brown Companies, including Word & Brown General Agency, earn nine awards in two competitions sponsored in 2019 by Graphic Design USA. The wins include three GDUSA America Inhouse Design Awards and six GDUSA Health + Wellness Awards.

    Word & Brown General Agency and Anthem Blue Cross

    Word & Brown General Agency and Anthem Blue Cross agree to a new contract that allows brokers to write Medical, Dental, Vision, Life, and Disability coverage for groups of 101-300 employees.

  • 2020s
  • Orange County Top Work Place Award

    The Orange County Register recognizes The Word & Brown Companies, including Word & Brown General Agency, as a Top Work Place in Orange County for 2020. The organization is among just 105 businesses making the elite employer list.

    Earned 21 awards in four competitions

    The Word & Brown Companies, including Word & Brown General Agency, earn 21 awards in four competitions sponsored in 2020 by Graphic Design USA. The total includes five wins in the GDUSA America Inhouse Design Awards, six wins in the GDUSA Health + Wellness Awards, two wins in the GDUSA American Web Design Awards, and eight wins in the GDUSA American Graphic Design Awards.

    Expanding Benefits

    Word & Brown General Agency expands its employee benefit options for Northern California employers and their workers to include Exclusive Provider Organization plans from Cigna + Oscar in Alameda, Contra Costa, San Francisco, San Mateo, and Santa Clara counties.

    Marc McGinnis

    Word & Brown General Agency promotes Vice President of Sales Marc McGinnis to Senior Vice President of Sales and Strategic Client Management, broadening his responsibilities to include strategic oversight of key agency and high-profile partnerships as well as sales.

    Donations during COVID-19

    In response to the coronavirus (COVID-19) pandemic, The Word & Brown Companies donate 20,000 Personal Protective Equipment (PPE) masks to St. Joseph Hospital Orange. The masks will support the physicians, nurses, staff, and visitors at one of the largest and busiest hospitals in Orange County. An additional 25,000 masks are distributed to employees and family members of employees of the Companies, and 5,000 masks are distributed to regional Word & Brown General Agency offices to donate to local communities throughout California and Nevada.

    WBBroker

    Word & Brown General Agency introduces WBBroker, the fastest, easiest, 100%-secure way for brokers to better-manage their Word & Brown business from the palm of their hand. The app combines guaranteed-accurate quoting, doctor searches, and real-time underwriting updates.