Agency Portal

Personalized Broker Marketplace with Total Control

The look and feel of the site is configurable. Use your company’s logo, and choose from a variety of themes with advanced analytics. You are able to keep track of your broker activity, number of subscribers, premiums collected, and upload documents.

Why Welltheos?

Always Up-To-Date

We’re always sending out updates so that everyone has the latest version, and new features are constantly being built out. There is never a charge for upgrades. Since not everyone needs all the bells and whistles, you can toggle features on and off.


Allow your brokers to shop for coverage, compare plans, and enroll through directly from your site. With Welltheos, your NPN is embedded into every application, simplifying the enrollment process.


There’s no need for expensive hardware or support. Everything is stored on our cloud and has the latest security protocols so your sensitive data is always protected.

With constant updates, you will always have access to the latest features, always free of charge. Employing a dedicated support and compliance team, you can be assured that you will always be in CMS compliance. Because we utilize cloud-based technology, there is never a need for expensive hardware or a huge maintenance team. We employ state-of-the-art security protocols and are fully compliant with HIPAA. To sign up, you just need to enter your broker NPN, ensuring that all brokers are fully licensed, trained, and ready to sell. Additionally, you can access state-of-the-art analytic tools so that you can see exactly how many enrollments you have.