Member Engagement and Care Planning for Insurers

Telstra

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

For organisations empowering clients and life transitions

Trusted by 10,000+ families
5/5 rating
Charli, Evaheld AI guide

Charli

Online

AI Assistant
Partner Solutions
Feature

Insurance Services

Secure document management for policyholders

Provide your clients with a secure vault to store insurance policies, beneficiary information, and important financial documents.

Policy StorageBeneficiary RecordsSecure Access
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

Improve Policyholder Engagement With Clarity and Organisation

Charli helps clients store policy information, express care wishes and communicate with familyโ€”reducing confusion and strengthening long-term engagement.

My Story & Legacy

Clients express the meaning behind their coverage choices.

"Save a reflection about your decisions?"

Health & Care

Care wishes, notes and preferences documented clearly.

"Let's outline your care wishesโ€ฆ"

Essentials

Policy documents, statements and important files organised securely.

"Upload a policy documentโ€ฆ"

Connections & Rooms

Financial Room, Family Room, Private Future Rooms.

"Share with family?"

Partnership Benefits

Simple Steps That Improve Policyholder Engagement

Evaheld organises policy documents, clarifies wishes, and strengthens communication across families.

Surface Policyholder Priorities

Charli identifies what matters โ€” coverage notes, personal messages, care preferences โ€” creating meaningful context behind policies.

Policy notesWishesBeneficiary intent

Clients Store Policies Clearly

Clients upload statements, policies, renewal notices and claim documents โ€” reducing future confusion and improving experience.

Family Receives the Information They Need

Clients can share specific policy files with beneficiaries or store future messages.

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HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

Online

AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

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Partner Testimonials

What our partners say

Ready to become a partner?

Join our growing network of partners and help your clients preserve what matters most.

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COLLABORATIONS

Our Partners

Trusted by families, professionals, and care organisations across Australia.

Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.