Features How It Works Pricing Get Access
The Agent AI Operating System

Your Entire
Insurance Business.
One System.

Convert leads faster, control your pipeline, and scale agent performance — with an AI operating system built exclusively for life insurance.

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Command Center
New Leads
47
Pipeline
$284K
Issued
12
94%
Show Rate
Pipeline
Booked
J. Smith
R. Patel
U/W
M. Chen
Issued
A. Davis
Built for high-volume agent lead flow Speed-to-lead ↑ Show rate ↑ Issue Paid ↑
The Problem

Agents Don't Fail
Because They're Bad.
The System Is.

Generic CRMs were built for everyone — which means they work for no one. Insurance needs a system designed around how policies are actually sold.

×
Leads go cold. Speed-to-lead is too slow. Agents fumble through inboxes while prospects move on.
×
Follow-up is chaos. No sequences, no system, no accountability. Prospects slip through the cracks.
×
Pipeline isn't real. No clear next action. Deals sit and rot with no visibility.
×
Every call is improvised. Scripts aren't standardized. Objections handled differently every time.
×
Managers are blind. No visibility into who's working, who's coasting, or what to fix.
The Solution

One System. Every Stage.
Total Visibility.

Welthra is the AI operating system built exclusively for life insurance agents. It turns lead flow into revenue with discipline — and makes performance visible.

01
Convert
Instant lead capture, speed-to-lead enforcement, AI-generated openers, and automated follow-up sequences. Lead to appointment — fast.
02
Close
Insurance-native pipeline from Contacted to Issued Paid. AI copilot for scripts, objections, and next-best-action. Pipeline to policy — clean.
03
Control
Agent scorecards, red/yellow/green KPIs, manager dashboards, source attribution, cost-per-issued tracking. Performance — visible.
Core Features

Everything Agents Need.
Nothing They Don't.

⚡
Speed-to-Lead Enforcement
Timers, alerts, and AI-generated first messages fire the moment a lead hits. No more cold leads from slow response.
◆
Insurance-Native Pipeline
Real stages: New Lead, Contacted, Booked, Showed, Fact Find, Illustration, App Submitted, Underwriting, Issued Paid.
✨
AI Copilot
Next-best-action, live objection handling, script prompts while calling, follow-up variations — embedded in the UI, not a chatbox.
⇄
Automated Follow-Up
Multi-channel sequences across SMS, email, and voicemail drops. Consistent outreach with safety rails. No manual work.
▣
Agent Scorecards
Speed-to-lead, dials, contacts, appointments, show rate, apps, issue paid — tracked with red/yellow/green indicators.
◐
Attribution + Reporting
Source attribution, lead quality tagging, cost-per-booked-call, and cost-per-issued-paid. Know exactly what's working.
Product Preview

Your Command Center

One dashboard. Every metric that matters. Built for clarity, not clutter.

app.welthra.com
■ Dashboard
☆ Leads
∥ Lead Stages
◉ Active Clients
☑ Tasks
▮ Policy Pipeline
⚙ Automations
✨ AI Copilot
▤ Analytics
☰ Settings
Total Leads
347
Appointments
89
Policies Issued
24
Commission
$48.2K
Lead Conversion Funnel Last 30 days
New
87
Contacted
64
Booked
41
Showed
36
App Sub
28
Issued
24
How It Works

Four Steps to a Machine

01
Connect Sources
Plug in lead vendors, web forms, and referral sources. Leads flow in automatically.
02
Route + Respond
Instant routing with speed-to-lead enforcement. AI fires the first message in seconds.
03
AI Follow-Up
Multi-channel sequences. AI copilot handles scripts, objections, and next actions in real time.
04
Score + Scale
Scorecards track every metric. Managers see performance. Attribution shows ROI.
Pricing

One Plan. Full Power.

Per Agent Seat
$197
/month

Full CRM, AI copilot, pipeline management, automated follow-up, scorecards, attribution, and manager dashboards. Everything. No tiers. No upsells.

Get Access

Stop Guessing.
Start Closing.

Welthra gives your agents the system, the AI, and the visibility to turn lead flow into issued policies — consistently.

✓ Book more appointments ✓ Close more policies ✓ See everything
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