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Increase agency revenues

Sell multiple lines of coverage nationally with our easy-to-use platform, increasing your sales and growing your book of business.

Improve efficiency

Get unlimited live quotes and create proposals in just a few clicks, shaving time and effort from your daily process.

Modernize the customer experience

Deliver a modern digital experience with personal high-touch service to your small business clients, making you stand out.

Key Features

Unlimited live quoting

Get unlimited live quotes for medical, dental, and vision plans

Real-time contribution modeling

Model multiple plan offerings to determine budgets from a single census

Custom client proposals

Generate and share branded proposals with a single click

Easy-to-use dashboard

Search for clients and access information around licensure and elections

Top medical carriers

Offer your clients plans from the top medical carriers across the country

Dental and vision plans

Shop, quote, model, and compare dental and vision products

Voluntary products

With only one census, include voluntary products like telemedicine, legal, and more

Rating confidence

The most accurate group rating based on eligibility and underwriting requirements

What people are saying about us


Wellthie has changed the way we do business. You can tell that a broker was involved in the set-up and this makes the whole process much more efficient.
Mark Schwartz XcelHR / Benefits Manager
We love using the Wellthie system. It's helped us so much this year with securing more clients, as well as in other states around the country. You should definitely use Wellthie to help brokers transition into other markets and other spaces.
Timothy Hillert headshot Timothy Hillert BenXchange / CEO
Wellthie has helped us the most by keeping things well organized, allowing us to more easily manage everything in Q4 - the busiest time of year ever!
Kelly O’Brien American Benefits / Broker