Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning vault for insurance clients
A secure policyholder vault for policies, beneficiaries, care wishes and essential family documents
Charli
Online
Insurance partners can extend protection into preservation, helping clients keep essential documents, wishes and family messages ready alongside their cover.
One Platform. Connected.
How Evaheld Supports Insurance Providers
Improve customer experience and loyalty with a secure digital vault for policies, claims information, future wishes and family-sharing tools.
Insurance Services
Provide your clients with a secure preservation vault to store insurance policies, beneficiary information, and important financial documents.
Charli
Online
Your Digital Vault
Improve Policyholder Engagement With Clarity and Organisation
Charli helps clients store policy information, express care wishes and communicate with family—reducing confusion and strengthening long-term engagement.
Partnership Benefits
Simple Steps That Improve Policyholder Engagement
Evaheld organises policy documents, clarifies wishes, and strengthens communication across families.
Two Powerful Platforms,
One Seamless Ecosystem
The Evaheld Consumer Experience
Charli
Online
Transform How Your Clients Preserve Their Legacy
Inside the guide:
Instant PDF download • No spam, ever
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
Our Partners
Trusted by families, professionals, and care organisations across Australia.
Partner Questions
Find out more about how Evaheld collaborates with different partners.