Your All-In-One Dashboard For Health Insurance Agents
Your All-In-One Dashboard For Health Insurance Agents
Your All-In-One Dashboard For Health Insurance Agents
Streamline your workflow, improve client relationships, and simplify your day with Cherafy
Streamline your workflow, improve client relationships, and simplify your day with Cherafy
Get Started
Get Started
Get Started
Watch Demo
Watch Demo
Watch Demo
14 Day Free Trial
Unlimited Document Sends
4.9 Star Rating
From Industry Experts
Trusted by
Trusted by
Trusted by
Licensed Agents Who Work With:
Licensed Agents Who Work With:
Licensed Agents Who Work With:
Pro Tools for Insurance Agents 🛠️
Pro Tools for Insurance Agents 🛠️
Pro Tools for Insurance Agents 🛠️
Explore Cherafy's Suite of Features
Explore Cherafy's Suite of Features
Client Insights
Client Insights
Client Insights
In-Depth Analysis
Document Management
Document Management
Organized Files
Document Management
Organized Files
To-Do List
To-Do List
Stay On Track
To-Do List
Stay On Track
Analytics Dashboard
Analytics Dashboard
Growth Metrics
Analytics Dashboard
Growth Metrics
Available in Spanish
Available in Spanish
Bilingual Support
Available in Spanish
Bilingual Support
Dedicated Assistance
Dedicated Assistance
Professional Support
Dedicated Assistance
Professional Support
FEATURES
FEATURES
FEATURES
Empower Your Workflow with Cherafy’s Best Features
Empower Your Workflow with Cherafy’s Best Features
From secure storage to paperwork-free processes, Cherafy equips you with tools that simplify tasks, enhance efficiency, and keep you ahead
From secure storage to paperwork-free processes, Cherafy equips you with tools that simplify tasks, enhance efficiency, and keep you ahead
From secure storage to paperwork-free processes, Cherafy equips you with tools that simplify tasks, enhance efficiency, and keep you ahead
Unlimited ACA Document Sends
Share ACA documents with clients as often as needed, hassle-free.
Centralized Book of Business
Manage all your client records and information in one secure location
Paperwork-Free Workflow
Say goodbye to stacks of forms with streamlined digital processes
Professional Efficiency
Elevate your workflow and operate like an industry expert
Secured Storage
Secured
Storage
Safely store documents for instant access now or even 10 years later
METRICS
METRICS
METRICS
You Can Count on Cherafy
You Can Count on Cherafy
You Can Count on Cherafy
96%
96%
96%
Agent satisfaction rate
Agent satisfaction rate
Agent satisfaction rate
10K+
10K+
10K+
Policies tracked seamlessly
Policies tracked seamlessly
Policies tracked seamlessly
20+
20+
20+
Features designed for efficiency
Features designed for efficiency
Features designed for efficiency
Empowering Agents with Tools That Drive Success
Empowering Agents with Tools That Drive Success
Empowering Agents with Tools That Drive Success
On-the-Go
Anytime, Anywhere Access
Cloud-based design means you can manage clients and policies from any device, anytime.
Save Time
Comprehensive Dashboard
Access a clear, real-time overview of clients, policies, and revenue projections.
Centralized Data
Effortless Client Management
All client information is centralized, allowing you to build stronger, more personalized relationships.
Live Updates
Powerful Policy Tracking
Stay in the know with instant access to policy statuses, renewals, and updates.
Agent Testimonials
Trusted by Insurance Professionals
Discover how Cherafy is already making a difference for insurance professionals.
Agent Testimonials
Trusted by Insurance Professionals
Discover how Cherafy is already making a difference for insurance professionals.
Agent Testimonials
Trusted by Insurance Professionals
Discover how Cherafy is already making a difference for insurance professionals.
Emma Johnson
Capable has truly transformed my social life. I've connected with amazing people and discovered new interests. Highly recommended!
David Wilson
Capable’s features are fantastic for both meeting new people and staying connected with existing friends. It’s a must-have app.
John Doe
The intuitive design and smart features of Capable made it easy to find meaningful connections. It's become my go-to app.
Laura Martinez
I’m amazed at how Capable’s advanced privacy controls and customizable features have enhanced my online social experience. Truly innovative.
View All Testimonials
Emma Johnson
Capable has truly transformed my social life. I've connected with amazing people and discovered new interests. Highly recommended!
David Wilson
Capable’s features are fantastic for both meeting new people and staying connected with existing friends. It’s a must-have app.
John Doe
The intuitive design and smart features of Capable made it easy to find meaningful connections. It's become my go-to app.
Laura Martinez
I’m amazed at how Capable’s advanced privacy controls and customizable features have enhanced my online social experience. Truly innovative.
View All Testimonials
Michael Brown
The automated workflows in Cherafy help me stay on top of tasks. I’m more productive than ever.
Emily Johnson
Cherafy transformed how I manage policies. I can track renewals and updates with zero hassle!
John Doe
With Cherafy, I save hours each week. Client management has never been this easy and organized.
Emma Johnson
Cherafy’s intuitive design and streamlined features have made managing clients effortless. It’s my daily essential.
Olivia Anderson
With Cherafy’s all-in-one dashboard, managing clients and tasks feels simple and seamless.
James Taylor
Cherafy’s secure storage and e-signing features are perfect for handling authorizations efficiently.
Laura Martinez
I love the real-time updates and policy tracking on Cherafy. Staying organized is finally easy!
David Wilson
Thanks to Cherafy, my clients get a more personal experience. It’s a game-changer for my business.
Pricing Plans
Pricing Plans
Pricing Plans
Choose The Perfect Plan For Your Needs
Choose The Perfect Plan For Your Needs
Monthly
Yearly
Agency
Team tools for small, growing agencies.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
Essential tools for solo insurance agents.
Individual
Save 20% on Yearly
$39.99
/monthly
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Enterprise
Custom solutions for large organizations.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
Monthly
Yearly
Agency
Team tools for small, growing agencies.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
Essential tools for solo insurance agents.
Individual
Save 20% on Yearly
$39.99
/monthly
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Enterprise
Custom solutions for large organizations.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
Monthly
Yearly
Agency
Team tools for small, growing agencies.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
Essential tools for solo insurance agents.
Individual
Save 20% on Yearly
$39.99
/monthly
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Enterprise
Custom solutions for large organizations.
Coming Soon
What’s included
Document Management
Authorization Tracking
Secure Cloud Storage
Notification System
Client Insights Dashboard
Coming Soon
FAQ
FAQ
FAQ
Got Questions?
We’ve Got Answers
Got Questions?
We’ve Got Answers
Got Questions?
We’ve Got Answers
What is Cherafy?
Cherafy is an advanced platform designed to simplify life for insurance agents by centralizing client data, providing secure e-signing, and ensuring effortless compliance.
How does Cherafy work?
Is there a version in Spanish?
Can I try Cherafy for free?
What makes Cherafy different?
Is my information secure on Cherafy?
Do you have plans for agencies?
What is Cherafy?
Cherafy is an advanced platform designed to simplify life for insurance agents by centralizing client data, providing secure e-signing, and ensuring effortless compliance.
How does Cherafy work?
Is there a version in Spanish?
Can I try Cherafy for free?
What makes Cherafy different?
Is my information secure on Cherafy?
Do you have plans for agencies?
What is Cherafy?
Cherafy is an advanced platform designed to simplify life for insurance agents by centralizing client data, providing secure e-signing, and ensuring effortless compliance.
How does Cherafy work?
Is there a version in Spanish?
Can I try Cherafy for free?
What makes Cherafy different?
Is my information secure on Cherafy?
Do you have plans for agencies?
Your Partner for the Future of Insurance
Cherafy aims to be the only tool an agent will ever need. By collaborating with insurance companies and marketplaces, we’re continually evolving to bring you smarter features and seamless workflows.
Your Partner for the Future of Insurance
Cherafy aims to be the only tool an agent will ever need. By collaborating with insurance companies and marketplaces, we’re continually evolving to bring you smarter features and seamless workflows.
Your Partner for the Future of Insurance
Cherafy aims to be the only tool an agent will ever need. By collaborating with insurance companies and marketplaces, we’re continually evolving to bring you smarter features and seamless workflows.