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Welcome back, {{ meFirstName }}

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{{ myClaimsCount }} Claims submitted
{{ mostRecentClaimStatus }} Most recent claim status
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{{ meCompany }} Insured by

Recent claims

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Quick actions
{{ myClientsCount }} My clients
{{ openEnquiriesCount }} Open in inbox
{{ myAssignedEnquiriesCount }} Assigned to me
{{ activePoliciesCount }} Active policies

Client portfolio

Policy Client Premium Status
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No policies on file yet.
Grow your book

Run a coverage estimate for a client and see AI-suggested add-ons to mention.

Quick actions

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You work with {{ meCompany }}
Licensed in {{ licenseProvinceLabel }}
Tips for you
  • Reference the client's last claim before responding for context.
  • Use Policy Comparison to show side-by-side coverage instantly.
  • Escalate anything involving a denied claim straight to the insurer.
Recent inbox items
{{ q.avatarInitials }}
{{ q.name }} {{ q.topic }}
{{ q.assignee }}
{{ companyClaimsTotal }} Total claims
{{ companyClaimsPending }} Pending / under review
{{ companyClaimsProcessed }} Processed
{{ approvalRateDisplay }} Approval rate

Claims pipeline

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No claims on file yet.
Keep policy tasks moving

Open handoffs and follow-ups are waiting on your team.

Quick actions

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Your company {{ meCompany }}
Tips for your team
  • Escalate high-risk flags to a senior adjuster within 24 hours.
  • Export CSV before any compliance review.
  • Open a policy task right after approving anything needing follow-up.
Company stats
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Claims volume — last 7 days

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Recent activity

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My Policy

Your coverage at a glance

Insured by
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Have questions about what's covered or need help with a claim? Talk to an advisor for a plain-language explanation of your policy.

Tips
  • Submit claims within 90 days of service for the fastest processing.
  • Use in-network providers to reduce your out-of-pocket costs.
  • Keep digital copies of receipts and referral letters on hand.
You might also like
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Find an Advisor

Search advisors by location

Browse Wehealt's national network and reach out directly.

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{{ a.name }} {{ a.city }}, {{ a.province }}
{{ tag }}
{{ a.yearsExperience }} yrs · ★ {{ a.rating }} ({{ a.reviewCount }})

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No advisors match that search.

Showing advisors in Wehealt's national network. Availability may vary by region.

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Message sent

We'll connect you shortly.

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Insurance Advisor

Get in touch

{{ meCompany }}
{{ meCompany }} You don't have a dedicated advisor assigned yet — send a message to your insurer's advisory desk below.
Message sent

An advisor will follow up at {{ meEmail }}.

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Claims AI

Submit a claim

What kind of claim is this?
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Provider information

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{{ claimResult.id }} submitted

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{{ claimResult.confidence }}% confidence · {{ claimResult.recommendation }}
Your claims

Track your submitted claims

ClaimTypeStatusAmount
{{ c.id }} {{ c.type }} {{ c.status }} ${{ c.payout }}

You haven't submitted any claims yet.
Coverage Navigator

Find your coverage options

Tell the Navigator a bit about yourself and get estimated coverage options across Canada's leading insurers.

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1880
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Just meFamily of 6
$
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{{ row.initials }}
{{ row.name }} {{ row.badge }}
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{{ row.priceDisplay }} est. / month
Get official quote →

Figures shown are Wehealt estimates for side-by-side comparison only, not official quotes. Actual premiums depend on underwriting, health history, and each insurer's own rates.
Claims Queue

{{ meCompany }}'s claims

Claim ID Claimant Date Status Payout
{{ c.id }} {{ c.claimant }} {{ c.date }} {{ c.status }} ${{ c.payout }}

No claims match your filters.
Pending Claims Queue

Requires manual review

{{ p.id }} — {{ p.claimant }}

{{ p.type }} · flagged as {{ p.status }}

Queue is clear, nice work.
Policy Tasks

Team handoffs and follow-ups

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No policy tasks yet.
Company Stats

{{ meCompany }} at a glance

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Inbox

Pending requests, all channels

Type Name Topic Date Assigned to
{{ q.typeLabel }} {{ q.name }} {{ q.topic }} {{ q.date }} {{ q.assignee }}

Inbox is clear.
My Clients

Your book of business

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{{ c.contactLine }}

{{ pb }}

No clients yet — add your first one.
Look Up a Policy

Find a client by policy

For privacy, you need the exact policy number and the client's last name — you can't browse by name alone.

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{{ lookupResult.clientName }}

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Policy

{{ lookupResult.policy.policyNumber }}

Company

{{ lookupResult.policy.company }}

Plan

{{ lookupResult.policy.planType }}

Premium

${{ lookupResult.policy.premium }}/mo

Linked claims
{{ cl.id }} — {{ cl.type }} {{ cl.status }}

No claims linked to this policy yet.

No policy found matching that number and last name.
Cross-sell

Run a coverage estimate

Enter a client's profile to see ranked coverage options and AI-suggested add-ons to mention.

AI tips
  • {{ tip }}
    •
{{ row.name }}
{{ row.name }} {{ row.badge }}
{{ row.priceDisplay }}

Run an estimate to see ranked options.

New policy task

Profile settings

Email {{ meEmail }}
Account type {{ roleLabel }}
Licensing {{ licenseSummary }}

Complete your advisor profile

Add your licence number so clients and insurers know you're a licensed professional. This is self-attested — Wehealt doesn't verify it against a regulator.

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Add new client

First policy (optional)

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Banking details

Used for claim payouts. This is a sandbox environment — no real transfers occur.

On file: {{ bankingMaskedName }}, account ending {{ bankingMaskedLast4 }}

{{ bankingError }}

{{ myClaimDrawer.id }}

Type

{{ myClaimDrawer.type }}

Amount claimed

${{ myClaimDrawer.payout }}

Description

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Provider

{{ myClaimDrawer.providerName }}
Facility

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Smart analysis

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Confidence
{{ myClaimDrawer.confidence }}%
Recommendation

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📄 View document