Smart Insurance Advisor
Smart tools for insurance professionals to analyze profiles, compare policies, and optimize coverage for clients.
Profile Analysis
Policy Comparison
Plain-Language Explainer
Continuous Monitoring
Cost Optimizer
Profile Analysis
Tailored coverage in seconds
Enter a few client details for an intelligently generated coverage suggestion and risk assessment.
Policy Comparison
Coverage, exclusions, and pricing side by side
| Basic | Standard | Premium | |
|---|---|---|---|
| Monthly premium | $120 | $210 | $340 |
| Deductible | $3,000 | $1,500 | $500 |
| Specialist visits | Not covered | Covered, $40 copay | Covered, no copay |
| Out-of-network care | Not covered | Partial | Full |
Plain-Language Explainer
Turn jargon into a client-ready sentence
Pick a term below to see how Wehealt would explain it to a client.
Continuous Monitoring
Proactive alerts for your book of business
Example alerts shown below. Live monitoring against your own clients isn't connected yet.
Client R. Alvarez's policy renewal is 30 days out, premium increasing 8%.2 hours ago
New state regulation affects out-of-network coverage for 14 of your clients.Yesterday
Client T. Nakamura added a dependent, coverage gap detected.2 days ago
Cost Optimizer
Savings opportunities, surfaced automatically
Example savings shown below. This isn't running against your actual clients yet.
Save $840/yr
Switch client R. Alvarez to Standard, usage doesn't justify Premium copays.
Save $310/yr
Bundle dental with existing medical plan for client T. Nakamura.
Save $1,200/yr
Consolidate two policies for client family group under one household plan.
"My clients trust me more because I can show them the comparison, not just tell them."
Yasmin Torres · Independent Advisor
Pricing
