Wellthie Small Group Overview

Wellthie Small Group is an insurance agency software tailored to help brokers and agencies manage group health insurance plans for small businesses. The platform streamlines the entire insurance process, from quoting to enrollment, helping insurance professionals save time and reduce administrative overhead. With Wellthie Small Group, brokers can generate customized health insurance quotes based on employee demographics and company size, making it easier to present the best options to clients. The software integrates with multiple insurance carriers, ensuring that agencies have access to a wide range of plans to meet their clients’ needs. Wellthie Small Group also offers a self-service portal, allowing employees to compare plans, enroll, and manage their benefits independently. The platform’s analytics tools help agencies monitor client engagement, plan performance, and renewal rates, ensuring that brokers can make data-driven decisions and deliver excellent customer service. Ideal for small group insurance brokers, Wellthie Small Group simplifies the benefits administration process.

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Contact Details

  • Vendor Name Wellthie
  • Founded
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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Wellthie Small Group Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

Wellthie Small Group Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$50 Per Month

Wellthie Small Group FAQs

Wellthie Small Group is an insurance agency software tailored to help brokers and agencies manage group health insurance plans for small businesses. The platform streamlines the entire insurance process, from quoting to enrollment, helping insurance professionals save time and reduce administrative overhead. With Wellthie Small Group, brokers can generate customized health insurance quotes based on employee demographics and company size, making it easier to present the best options to clients. The software integrates with multiple insurance carriers, ensuring that agencies have access to a wide range of plans to meet their clients’ needs. Wellthie Small Group also offers a self-service portal, allowing employees to compare plans, enroll, and manage their benefits independently. The platform’s analytics tools help agencies monitor client engagement, plan performance, and renewal rates, ensuring that brokers can make data-driven decisions and deliver excellent customer service. Ideal for small group insurance brokers, Wellthie Small Group simplifies the benefits administration process.

  • No, Wellthie Small Group does not offer a free version.

  • Yes, Wellthie Small Group offers a free trial.

  • No, Credit Card details are not required for the Wellthie Small Group trial.

  • Wellthie Small Group offers the following pricing plans & packages:

    Basic

    $50 Per Month

  • Wellthie Small Group supports the following payment frequencies:

    • Monthly Subscription

  • No, Wellthie Small Group does not offer an API.

  • Wellthie Small Group offers support with the following options:
    • 24x7 Support , Chat

  • Wellthie Small Group offers training with the following options:
    • Live Online , Webinar , Documentation

  • Wellthie Small Group supports the following languages:
    • English

  • Following are the typical users of the Wellthie Small Group:
    • Self-Employed , Small-Business , Midsize-Business

  • Wellthie Small Group supports the following deployment:
    • Cloud Hosted

  • Wellthie Small Group supports the following devices and operating systems:
    • Web-Based