The Word & Brown Companies Tech Stack
Health insurance broker and benefits exchange operator for small businesses and individuals
Word & Brown operates three insurance businesses—a general agency, a multi-carrier health exchange, and ancillary benefits platforms—across California and Nevada. The tech stack is almost entirely Microsoft (Defender, Sentinel, Azure, Dynamics GP, Office suite) with Salesforce bolted on for CRM, suggesting a traditional enterprise infrastructure focused on security and compliance rather than custom platform development. Active projects center on ERP implementation, Salesforce integration, and cloud security strategy, paired with pain points around data loss prevention and real-time incident response—a hiring and roadmap pattern typical of insurance operators modernizing legacy environments.
Tech Stack 17 technologies
What The Word & Brown Companies Is Building
◆Challenges
- Improving finance processes
- Preventing data loss
- Real-time incident response
- Employee relations issues
- Compliance with laws
- Benefits administration challenges
▲Active Projects
- Erp implementation
- Salesforce integration
- Red team/blue team exercises
- Security monitoring and alerting solutions
- Cloud information security strategy deployment
- Develop strategies to increase member loyalty
- Schedule partner meetings for education and training
- Employee relations program development
- Audit employee relations issues
Hiring Activity
Department
Seniority
Notable leadership hires: Human Resources Director
