Stop Spreadsheeting.
Start Closing.
It's an hour before the meeting. Another quote just came in. With BenefitMAX, you'll analyze it, compare it, and update your proposal in seconds — not hours.
Your team is drowning in spreadsheets.
A single renewal case with 4-5 carriers means 20+ pages of dense PDFs. Someone has to decipher them, re-type every number, format the comparisons, and pray nothing got copied wrong.
Meanwhile, your phone is ringing. Clients are waiting. But your best people are trapped at their desks, doing data entry instead of closing deals.
What if that one employee calls in sick? What happens to your renewals?
4-6 Hours
Lost per renewal case
to manual data entry
We've all been there.
You're in the meeting. Big client. You hand out your spreadsheet, start walking through the numbers, and then you see it...
"$20 Copay After Deductible"
But it's not. The copay doesn't apply to the deductible."$500 Hospital Admission"
But it's $500 per day, not per admission."In-Network Deductible: $1,500"
That was last year's plan. This year it's $2,000.The room gets quiet. You correct yourself. But the damage is done.
Did you make your recommendations based on wrong data? Can they trust you at all now? Is another broker showing the same plan — without the errors?
Sleep at night. Win during the day.
MAX doesn't just save you time — MAX makes you money. Every hour you're not buried in quotes is an hour you could spend finding your next client.
Advisor, Not Data Entry
Spend your time deciding on the best solutions for your clients — not reading through 50-page quotes for hours.
Time Is Money — Literally
That hour you used to spend reading quotes? Spend it on the phone finding new clients. With MAX, you'll have the time.
Peace of Mind
No more 3am worries about typos in tomorrow's presentation. MAX has your back — every detail, every time.
"BenefitMAX doesn't just save time. MAX will make you the best broker in the room!"
— Be the benefits superstar you always wanted to be!From PDF to Presentation in Seconds
Upload. Extract. Present. It really is that simple.
Upload Any Carrier Quote
Drop in Medical, Dental, Vision, Life, Voluntary Life, LTD, STD — MAX does it all. Your own personal AI agent reads the documents just like your best analyst would — except MAX is insanely accurate, never calls in sick, and works 24/7 to make you a success.
Side-by-Side Comparisons
Instantly see Horizon vs. Cigna vs. Aetna with automatic cost difference calculations. Your clients see exactly what they need to make a decision — no spreadsheet gymnastics required.
Voluntary Life Comparisons? Easy.
When's the last time you compared 10 different carriers' Voluntary Life rate tables? Is age 40-44 the same for every carrier? Spoiler: it's not. MAX lines them all up side by side so you can actually see the differences.
Print-Ready Presentations
No more fighting with Excel formatting before client meetings. Generate polished, professional comparison sheets that make you look like the expert you are.
Reclaim 4+ Hours Per Case
Time you can spend on what actually grows your business.
Before BenefitMAX
With BenefitMAX
Ready to Become a Benefits Superstar?
Stop spreadsheeting. Start closing. Your clients — and your team — will thank you.
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