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.

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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.

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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.

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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.

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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