WealthRight builds financial tools for advisors and insurance companies. MEDIC is their B2B analytics product, a white-label dashboard sold to insurers across India.
We designed the platform from scratch. CXOs went from compiling spreadsheets to reading one screen.
Trend Analysis Speed Increased
+ 54%
Risk Identifications Increased
CXO Review Time Reduced
- 50%

Picture this.
A Chief Business Officer at an insurance company wants to know why last month's numbers dipped. The sales data lives in one spreadsheet. Agent performance is in another. Lead pipeline is in a third. Expense data comes via email. By the time everything is compiled, the month is over and a new problem has started.
Now multiply that across every insurance company in India.
We didn't start with screens. We started with questions.
We sat with CXOs from multiple insurance companies and asked: what decisions are you actually trying to make? Not what data do you want. What do you need to know to act?
Four questions kept coming up. How's our pipeline? How's the sales team doing? What's the quality of what we're selling? And what's it all costing us? Those four questions became the four sections that structure every screen in MEDIC.
One platform. Every level of the company.
A CXO sees the full picture. A VP sees their zone. A branch manager sees their branches. An agent manager sees their agents. Same platform, same visual language, different depth. And if a CXO spots something off in the numbers, they can drill down four levels to the individual agent without leaving the screen.
An AI insights panel sits at the edge, flagging what the data is showing that you might have missed. Not replacing your judgment. Just making sure nothing slips through.
Why this worked
We designed for decisions, not for data.
The information architecture came from CXO conversations, not from a list of available metrics. Every screen answers a question someone actually needs answered.
We built one visual language.
Bar charts mean comparisons. Line charts mean trends. Colour-coded labels mean instant status checks. Learn it once, read it everywhere.
We made it white-label from day one.
Neutral enough to carry any insurer's brand. Multiple insurance companies are now looking to deploy it internally.










