Win new clients. Keep the ones you have.

Medefy finds the leak, deploys the fix, and proves the result in your clients’ own claims.

Medefy helps you win clients—and keep them.

Our  intuitive and centralized benefits platform will help your clients cut costs, save time, and boost productivity. Finally, a fully personalized app that creates a healthier, more productive workplace for your client, while boosting their bottom line.

Want to see Medefy in action?

Talk to sales
Real advisors enjoying real results.

Empowering Advisors to Drive Client Success.

You bring the strategy.
We bring the system.

You already choose the right plan design. Medefy finds where the plan leaks, puts the right mix of tools to work, and proves the save in your clients' own claims data. The same system helps you win the next group and keep the one you already have.

Schedule a call today

The plans run. You optimize.

You already decide what belongs in the plan. Medefy shows exactly where the plan is leaking dollars, so cutting or renegotiating becomes a decision backed by data instead of an estimate or an aggregate. Every result proves out in the client’s own claims, the same proof defending a renewal and winning the next client.

Talk to sales

Empty promises aren’t our thing. See the numbers behind our claims.

Others simply promise a higher ROI. We have the relevant, quantified metrics to back up our claims. Whether it's increased member utilization, better health outcomes, or increased company savings, we’ll show you the figures that prove the unmatched value of your investment.

Get a detailed report sent to your email.

See the exact number before you make the call. We'll send a short summary straight to your inbox.

There’s a reason advisors keep choosing Medefy. Find out why.

Medefy has completey freed my HR team. We no longer think about benefits management and this is a huge lift on our productivity.”

Kevin, Benefits Advisor

I've used the Medefy app multiple times and everyone I've dealt with has been extremely helpful and quick to get me the info I need. Plus it has saved me so much money! A huge thanks to Chad for getting everything squared away for my daughter's procedure. Will continue to use!"

Member, Alabama

Questions benefits consultants ask

What is a healthcare cost containment system?

A cost containment system runs your health plan instead of adding one more tool to it. Most plans carry dozens of point solutions and nothing coordinating them. Medefy aligns the three power players, the benefits consultant, HR, and the member, on the same cost problem. Then it proves the savings in your clients' own claims.

How does Medefy work?

Medefy finds the cost, acts on it, and proves it. It surfaces where your plan is leaking, routes the action to the benefits consultant and HR, guides the member to the lower-cost choice, and tracks the result in the claims. The benefits consultant plans, HR communicates, the member acts, and Medefy coordinates every turn.

Does Medefy replace my clients' point solutions?

No. Medefy unites the point solutions your clients already have and surfaces each one at the right moment for the member. It never retires them. Your clients get more use out of the tools they already pay for, and you can see what to keep, what to cut, and what to renegotiate.

How can a benefits consultant prove savings to clients?

You walk in with proof, not a projection. Medefy surfaces where the plan is leaking, moves members to the lower-cost choice, and shows the savings in the client's own claims. That proof keeps you in the account all year, and it helps you win the next one. Gateway First Bank reached 9x ROI in two years.

See how Gateway reached 9x ROI

What does Medefy cost?

Medefy pricing depends on your client's plan and population. Reach out and we will put together a quote that fits the organization.

Ask for a quote

How does Medefy compare to other cost containment companies?

Most cost containment companies manage one piece, a navigation app, an analytics dashboard, or a single point solution. Medefy runs the whole system. It aligns the benefits consultant, HR, and the member on the same cost problem, then proves the result in the client's own claims instead of a benchmark. Clients stay at a 98% retention rate.

See client results

Does Medefy fit into a benefits consultant's existing workflow?

Yes. Medefy surfaces ranked avoidable spend and proof in the client's own claims, built to sit alongside the renewal and reporting work you already do. You do not add a new system for your team to learn. You add proof you can bring to the client.

What types of employers and industries does Medefy work with?

Medefy works across industries and company sizes, from 200-plus employee organizations to multi-state enterprises and large public-sector plans. Clients span state government, financial services, energy, trucking, retail, and manufacturing. Across the client base, Medefy manages $16.3 billion in annual health spend for more than 1,300 employers and benefits consultants.

See client results by industry