Precision Intelligence for
Life Insurance & Wealth Planning.
Receive tailored advice that aligns with your financial goals, ensuring informed decision-making.
Monitor spending across departments and categories with easy-to-use expense tracking and reporting tools.
Set savings targets and track your progress with reminders and tips from Penny to reach milestones.
Access articles, guides, and tutorials to enhance your financial knowledge and make informed decisions.
Welthra automates tasks like invoicing, expense tracking, and report generation, allowing your team to focus on strategic activities.
Say goodbye to manual work, just ask Welthra for instant results, saving hours. With Welthra managing repetitive tasks, your team can drive financial growth more efficiently.
Welthra is available around the clock, ensuring you have constant, real-time access to crucial financial data whenever you need it, day or night.
Regardless of the time of day, Welthra enables you to access key insights and reports on demand, keeping you informed and allowing for quick decision-making whenever necessary.
Welthra safeguards your sensitive financial data with encryption and multi-factor authentication. It complies with the highest security standards, ensuring your financial information is always protected.
With real-time monitoring and alerts, Welthra keeps your data secure and compliant with regulations like GDPR.
Welthra ensures that financial calculations, reports, and insights are free of human error, providing precise, real-time data for decision-making. It cross-checks information to ensure accuracy across all systems.
By relying on Welthra, you eliminate manual mistakes and gain the confidence that your financial data is not only reliable but also empowers you to make informed decisions with assurance.
Welthra grows with your business, handling increasing complexity without losing performance. Whether you’re expanding or handling more transactions, Welthra adjusts to manage the workload seamlessly.
This ensures your financial management system scales alongside your business, keeping pace with your growth.
"The automation has saved us countless hours, allowing our team to focus on strategic initiatives rather than repetitive tasks. I can't imagine managing our finances without it! Welthra has become an indispensable part of our workflow and enhancing our overall productivity."
"Our team has seen a 50% reduction in the time spent on financial reporting since we started using Welthra. It’s intuitive, efficient, and has made our workflow so much smoother!"
“With Welthra, we have reduced our operational costs by 30%. The integration with our existing systems was seamless, and the support team has been fantastic! Welthra has truly transformed our financial operations!”
"Implementing Welthra was one of the best decisions we've made. The real-time insights have been invaluable for our strategic planning, and the ease of use has made onboarding our team a breeze!"
“Welthra has been a game-changer for us. The real-time reporting feature allows us to make informed decisions quickly, and the accuracy has significantly reduced our financial discrepancies! We can confidently navigate complex financial landscapes and respond to challenges as they arise.”
"Welthra has not only improved our reporting speed but also the quality of our financial insights. We can now make data-driven decisions confidently! The enhanced clarity of information has empowered our team to identify new growth opportunities."
"We were able to tailor it specifically to fit our unique business needs, ensuring that every aspect aligned with our financial processes. This level of personalization has not only streamlined our operations but also resulted in extraordinary time savings, allowing our team to allocate more resources toward strategic initiatives."
"Since implementing Welthra, our cash flow management has become so much more efficient. The insights are actionable and have greatly improved our financial goals."
“Our financial team can now focus on higher-level strategic planning rather than getting bogged down by routine tasks and manual processes, leading to more impactful decision-making and improved business outcomes."
Perfect for agents who want to write high-quality policies in minutes, not hours, while eliminating mistakes, improving compliance, and delivering a premium client experience.
Instant Policy Creation & Recommendations
Carrier-Specific Requirements & Accuracy Checks
Compliance Guardrails & Risk Protection
Premium Calculations & Projection Estimates
Client Fact-Finder Automation
Proposal Builder
Sales Scripts & Objection Handling
Real-Time Chat Support (AI)
Secure Document Upload for Fast Analysis
Wealthra’s Co-Pilot fully embedded into a CRM built exclusively for insurance sales, giving you complete visibility, automation, and control across the entire policy lifecycle.
Wealthra-Integrated CRM (Built for Insurance Agents Only)
Full Policy Lifecycle Tracking
Automated Case Management
AI-Driven Follow-Up and Task Management
Advanced Client Financial Profiles
Integrated Appointment Scheduler + Reminders
Automated Documentation & Note Sync
Performance Dashboard (KPIs Powered by Wealthra)
Priority Support
Wealthra Educational Library
Welthra Co-Pilot is an AI-powered assistant built exclusively for insurance agents. It helps you structure policies, run premium calculations, detect compliance issues, generate proposals, and eliminate guesswork, allowing you to write high-quality, accurate cases in minutes.
Yes. Welthra is carrier agnostic.
It helps with suitability, case structure, premium estimates, product comparisons, and compliance guidance.It does not replace official carrier software but it makes your entire process faster and more accurate.
Welthra will tell you which illustration to run and why that structure is best, and it can summarize uploaded illustrations for client communication. This reduces illustration time dramatically.
Welthra Co-PilotDesigned to help you write policies faster and more accurately.Welthra Co-Pilot plus CRM
Everything in Co-Pilot plus a complete CRM designed specifically for insurance agents.
Includes full policy lifecycle tracking, automated case management, financial profiles, commission forecasting, and complete organization for your entire book of business.
Welthra runs on a fully private, in-house AI server, not third-party cloud systems like GPT.
Your client data never leaves our secure environment, is never shared, and is never used for model training.With Welthra, you get:
✅ Private servers
✅ No third-party access
✅ No data training
✅ High-end hardware for maximum intelligence and speed
This gives you far stronger privacy and control than any public AI platform can offer.
Yes.
Welthra reads documents, extracts important data, summarizes the content, and connects insights to the case. On the CRM plan everything is automatically organized inside each client profile.
If you choose the Co-Pilot plus CRM tier, yes.
Welthra is designed to replace generic CRMs that are not built for insurance sales.
Yes.
Welthra can generate pitch explanations, compliant descriptions, proposals, email templates, and objection responses tailored to your client type.
Yes.
Welthra supports IUL, Term, Whole Life, Final Expense, MYGA, FIA, and many more product categories.
No.
Welthra is billed monthly and you can cancel or upgrade at any time.
Yes.
Agencies with five or more agents can access team dashboards, manager controls, and enterprise support. You can request custom pricing inside your account.
Very.
New agents use Welthra to avoid mistakes, understand products faster, stay compliant, and improve their first ninety days dramatically.
We offer a seven day satisfaction window. If Welthra does not help you work faster and more accurately we will make it right.
Instantly.
Create an account, log in, and begin using Welthra within one minute.
