Wellthie Announces Partnership with Conference Associates

With Wellthie, CAI’s brokers will be able to exponentially grow their business, distinguish themselves from the competition, and solidify their position as a trusted strategic partner.”

Wellthie – an insurance technology company offering leading broker and carrier sales technology that simplifies insurance distribution for small businesses – has announced a partnership with Conference Associates (CAI), one of New York’s first and largest group insurance administrators. The partnership will provide all of Conference Associates’ brokers with access to the industry’s latest technology to help support their small business clients with a modern insurance shopping experience.

Wellthie’s innovative quoting and selling platform allows brokers to close more sales faster across multiple product lines and channels. With Wellthie, CAI’s brokers have their own digital storefront to streamline insurance decisions for small businesses, tout their benefits expertise, save valuable time and generate more sales.

This partnership represents CAI’s continued commitment to innovation and strengthened broker partnerships in New York. With Wellthie, CAI’s brokers will be able to exponentially grow their business, distinguish themselves from the competition, and solidify their position as a trusted strategic partner to their clients.

Key features of Wellthie’s platform include:


  •     Unlimited, live quoting for all New York carriers in one platform
  •     Instant contribution modeling, either by percentage or dollar amount
  •     Professional custom-branded proposals, generated in less than 2 seconds
  •     Easy enrollments, including quick access to carrier requirements to complete an enrollment
  •     Comprehensive broker dashboard,…

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