For Brokers
Add engagement to your client offering
Weltrio partners with brokers to provide engagement services that enhance client outcomes
Why brokers work with Weltrio
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Benefits brokers provide essential strategic advice. But most brokers don't offer employee engagement services. Weltrio fills this gap—giving you a solution for the engagement layer your clients need.
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See where your benefit plan is leaking
Find out what gaps exist — and what you can do without changing your plan.
We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.
- Gap analysis based on your actual plan structure
- Clear findings you can share with your broker
- Recommendations that layer on — no disruption required
Client Value Enhancement
Your clients get better outcomes when employees are engaged. Weltrio provides engagement you don't have to build yourself.
No Compensation Conflicts
Weltrio isn't an insurance product. No commission conflicts. Clean referrals that serve client interests.
Results You Can Point To
Measurable outcomes demonstrate your value as advisor. Clients succeed; you look good.
Easy Partnership
Simple referral relationship. We handle engagement; you handle everything else.
What Does Weltrio Offer Brokers?
Weltrio provides employee engagement services that complement—not compete with—traditional broker services.
Brokers handle plan design, carrier negotiation, and strategic advice. These are essential. But they don't change how employees use healthcare.
Weltrio changes employee behavior through dedicated coaching and navigation. When your clients add Weltrio, they get better outcomes. Better outcomes make you look good and keep clients longer.
Why Should Brokers Refer Clients to Weltrio?
Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.
The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.
A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.
How It Works
Broker partnership is straightforward.
Identify Fit
Identify clients who could benefit from employee engagement—frustrated with costs, seeking innovation, or open to new approaches.
Introduction
Introduce Weltrio. We handle assessment and recommendation. You stay involved throughout.
Implementation
We implement services coordinating with you throughout. You maintain client relationship.
Ongoing Coordination
We coordinate on renewals, reporting, and strategic discussions. You remain primary advisor.
When Should Brokers Consider Weltrio for Clients?
Consider Weltrio when clients:
• Have rising costs that plan changes haven't fixed
• Want something different from traditional approaches
• Value employee engagement and support
• Are open to innovative solutions
• Ask about employee navigation or advocacy
Where Do Weltrio Services Fit?
Weltrio fits alongside traditional broker services:
• Your services: Plan design, carrier relationships, strategic advice
• Weltrio services: Employee engagement, navigation, coaching
• Together: Comprehensive solution that produces results
Who Should Brokers Refer?
Various client types fit Weltrio:
• Small businesses with 10+ employees (Engage)
• Growing companies with 25-200 employees (Guardian)
• Self-funded employers wanting optimization (Weltrio One)
See What Our Customers Are Saying
"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"
— Sue D.
“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”
— Cayuse CEO
Everything You Need to Know
At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.
Is this the same as telemedicine?
No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.How many nurses will be assigned to our company?
Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.Who answers calls in the middle of the night?
Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.What protocols do nurses use for triage?
Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.How much does an unnecessary ER visit actually cost?
Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.
