The complete operating system for benefits brokers. AI-powered client Q&A, quote analysis, and professional benefit guides — all in one integrated platform.
A single renewal case with 4-5 carriers means 20+ pages of dense PDFs to decipher, re-type, and format. It's tedious, error-prone, and steals time from what actually grows your business.
Manually typing rates, deductibles, copays, and benefit details from carrier PDFs into spreadsheets. Every. Single. Time.
One wrong number can mean thousands in miscalculated costs. Manual entry multiplies risk with every keystroke.
Juggling multiple tools that don't talk to each other. Answering the same client questions over and over. Data lives everywhere.
Max Quote Analyzer uses AI-powered extraction to instantly transform insurance quote PDFs into organized, professional comparison tables.
Drop in Medical, Dental, and Vision quotes from any carrier. Our AI handles the rest.
Watch as rates, plan designs, deductibles, copays, and benefits are extracted in seconds.
Generate polished, client-ready comparisons that print beautifully. Close the deal.
Powerful features designed specifically for benefits brokers who value their time and their clients.
Upload carrier PDFs and watch as AI automatically extracts rates, plan designs, deductibles, copays, and benefit details. What took 30-60 minutes per carrier now takes under a minute.
Create custom comparisons across carriers with automatic cost difference calculations. Clients immediately see Horizon vs. Cigna vs. Aetna with +$5,230/month or -12.4% at a glance.
Group plans into packages, mark as CURRENT or RENEWAL, set baselines, and duplicate for "what-if" scenarios — all without touching a spreadsheet.
Every field is editable inline. Adjust rates, enrollment counts, carrier names, or plan names directly. Changes automatically recalculate totals across the board.
See how Max Quote Analyzer transforms a 4-6 hour process into minutes of insight.
| Task | Traditional Method | Max Quote Analyzer | Savings |
|---|---|---|---|
| Extract 5 carrier quotes | 2-3 hours | 5 minutes | ↓ 97% |
| Build comparison spreadsheet | 1-2 hours | Instant | ↓ 100% |
| Format for presentation | 30-60 minutes | Already done | ↓ 100% |
| Total Time | 4-6 hours | Under 10 minutes | ↓ 97% |
Everything you need to serve clients better, starting at $200/month. All tools work together seamlessly.
Let AI answer client questions 24/7 from your plan documents.
● AI ActiveUpload quotes, get side-by-side comparisons in minutes.
● AI ActiveTurn your quotes into polished enrollment guides with one click.
Join brokers who've transformed their practice with BenefitMAX. Start your free trial today — no credit card required.
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