2.01 Assign Broker

Last updated on May 1, 2026
  1. Word & Brown employees with the roles of Admin or Staff can search for a broker using the Broker Name, Broker License Number, or Broker ID.
  2. You have the option to search for a broker or choose your Agency to assign the quote to yourself.
  4. To search for a Broker, begin entering the broker’s name.
  5. You need to enter at least three characters.
  6. The results will appear automatically.
  7. Click on a Broker; the Broker details, including Agency Name, are displayed.
  8. To change the broker, click the “X” to the right of the sales representative’s name to remove the broker.
  9. The Agency will show an error message until you select either a broker or an agency.