BenefitMAX

The Benefits Broker's AI Toolkit

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Simple, Transparent Pricing

Choose individual tools or save with our bundle. No per-seat fees.

BEST VALUE

The BenefitMAX Bundle

Get Max Chat + CRM + Quote Analyzer + COBRA included free!

$200/month
$225 if purchased separatelySAVE $25 + Free COBRA!
Chat with MAX

$50 value

Client CRM

$50 value

Quote Analyzer

$100 value

COBRA Generator

FREE with bundle

3 team user seats includedUnlimited clients get MAX Chat + Library access

Wrap Document Builder available as add-on for $100/mo

Individual Tools

COBRA Generator

$25/month
  • Federal-compliant COBRA notices
  • Instant letter generation
  • Unlimited letters

Chat with MAX

$50/month
  • AI-powered HR & benefits assistant
  • Instant compliance answers
  • Unlimited conversations
  • Document Library included

Client CRM

$50/month
  • Client & contact management
  • Relationship tracking
  • Unlimited clients
  • Document Library included

Quote Analyzer

$100/month
  • AI-powered quote analysis
  • Side-by-side comparisons
  • Unlimited analyses
  • Document Library included

Wrap Document Builder

$100/month
  • ERISA wrap documents
  • SPDs & plan documents
  • Compliance-ready output

Ready to Get Started?

Contact us to set up your account and begin streamlining your benefits workflow.

Email: support@benefitmax.ai

Frequently Asked Questions

Can I start with one tool and add more later?

Yes! Start with any individual tool and add more as needed. Or save with our $200 bundle.

What's included in the bundle?

The bundle includes Max Chat, Client CRM, Quote Analyzer, and COBRA Generator free. Wrap Document Builder is available as a $100/mo add-on.

Are there per-seat fees?

No. All plans are flat-rate pricing regardless of how many users on your team access the tools.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. You'll have access until the end of your billing period.