MediFi

MediFi is the all-in-one platform for health insurance and investment management. Designed for financial advisors, brokers, and their clients, MediFi puts everything you need at your fingertips. FOR BROKERS & ADVISORS • Create and manage insurance illustrations with real-time financial projections • Present interactive charts and scenarios directly to clients in presentation mode • Manage client onboarding from start to finish — personal info, health statements, documents, and compliance • Track accounts, dependents, and beneficiaries in one place • Access marketing materials and product documentation instantly • Work with multiple clients and advisors from a single dashboard FOR CLIENTS • Track your onboarding progress and review submitted documents • View your insurance accounts and policy details anytime • Secure access with biometric authentication (Face ID / fingerprint) BUILT FOR QUALITY & EASE OF USE • Clean, intuitive interface — find what you need in seconds • Available in English, Spanish, and Portuguese • Dark mode support • Secure authentication with biometric login • PDF generation for illustrations — share with clients instantly • Works seamlessly across iPhone and iPad MediFi — Healthcare, Protected.