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.
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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.
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Continuous Monitoring
Proactive alerts for your book of business
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
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
Advisor access
Try the Advisor dashboard today
Advisor FAQ
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