Pricing That Pays For Itself

Every BenefitMAX account starts with a quick onboarding call. We make sure you're set up right from day one.

Quote Analyzer

For brokers who just need quote comparison.

$100/month

Single user · 25 quotes / month

  • AI-powered quote extraction from any carrier PDF
  • Side-by-side comparisons ready in minutes
  • 25 quotes / month — covers most renewal cycles
  • Document Library to store quotes & SBCs
  • MaxChat & Benefits Guide Creator not included

Pays for itself with one quote saved (2+ hrs at $150/hr)

Subscribe — $100/mo
MOST POPULAR

BenefitMAX Bundle

The full suite for working brokers and small teams.

Starts at
$200/month

Includes 1 internal user.
Additional internal users $100/mo each. Up to 10 total internal users.

Example: 10 internal users = $1,100/mo

11+ internal users → Enterprise

  • Everything in Quote Analyzer, plus unlimited quotes
  • MaxChat — AI answers client questions 24/7 from your plan docs
  • Benefits Guide Creator for open-enrollment season
  • Unlimited client (HR) accounts — no per-seat charge for your clients
  • Team roles & approvals — Owner, Admin, Manager, Staff
  • Email support within one business day

Save 10+ hrs / week on repetitive client questions alone

Subscribe — Starts at $200/mo

Enterprise

For brokerages with 11+ internal users, and wholesalers / general agents.

Custom

Volume pricing · Annual contracts

  • Everything in Bundle, with 11+ internal user seats
  • Volume pricing per seat — talk to us about your headcount
  • Dedicated account manager & white-glove onboarding
  • Custom integrations & data import / migration support
  • SSO, security review, and SLA on request
  • Usage dashboard for ops, billing, and renewal forecasting

Typical Enterprise customer: 15–50 internal users across multiple offices

Talk to Sales

Want to talk first?

No pressure — book a 15-minute demo and we'll walk you through the product before you subscribe. You can also subscribe directly above and get a full refund within 7 days if it's not the right fit.

Book a Demo

7-day money-back guarantee

Full refund within 7 days if BenefitMAX isn't the right fit.

The Math is Simple

2+ hrs

Saved per quote with Quote Analyzer

At $150/hr = $300+ value per renewal

10+ hrs

Saved weekly on client questions

MaxChat handles repetitive Q&A 24/7

$200

Pays for itself in <2 hours

One quote comparison = ROI positive

Frequently Asked Questions

How do I get started?

Click Subscribe on the plan you want, sign up with your email or Google, enter your card on Stripe, and you're in. Total time: about 60 seconds. Prefer a demo first? Book a 15-minute call with us above.

How is Bundle billed?

$200/mo for the first internal user, plus $100/mo for each additional internal user, up to 10 total internal users. So 5 internal users = $600/mo, 10 internal users = $1,100/mo. Your clients (HR contacts) use MaxChat for free — they don't count toward your user total. 11+ internal users moves to Enterprise pricing.

Can I add or remove users later?

Yes — Owners can adjust seats anytime from Settings → Billing. Adding a seat pro-rates the cost immediately; removing one credits the difference to your next invoice.

Can I upgrade from Quote Analyzer to Bundle?

Anytime, from Settings → Billing. The plans swap mid-cycle with a pro-rated charge.

What if I'm not happy?

Full refund within 7 days, no questions, one click in Settings. After that, cancel anytime and you keep access through the end of your billing cycle.

When should I look at Enterprise?

If you have 11+ internal users, are a wholesaler or general agent, run multiple offices, need SSO, or want a custom data-migration plan. Enterprise pricing is volume-based with a dedicated account manager.

Do you offer trials?

No public trial — but every subscription comes with a 7-day money-back guarantee, so you can try the product risk-free for the first week.

Ready to See It in Action?

Book a 20-minute demo and we'll show you exactly how BenefitMAX fits into your renewal workflow.

Terms · Privacy

Note: COBRA Generator and Wrap Document Builder will be available as add-ons in a future release.