Built for brokers and small employers. Share this page with your clients — it's a tool your whole book can use.
What brokers get
You keep the advisory relationship. ClaimSage handles the operational compliance work your clients no longer need you to babysit.
Earn on every $49/mo ClaimSage subscription from clients you refer. Paid monthly, no minimums.
Percentage negotiable per volumeCo-branded QSEHRA calculators and appeal letters with your brokerage name. Available for partners referring 5+ active clients.
Direct line to your partner manager. Same-day response on referrals and co-sell questions — you're never another ticket in the queue.
Broker time saved
A typical small-employer QSEHRA setup runs 8–12 hours of broker time across templates, notices, tracking, and back-and-forth. ClaimSage consolidates the entire workflow into a single self-serve session.
| Setup task | Manual broker workflow | ClaimSage |
|---|---|---|
| Plan document draft | 2–4 hours with templates | Auto-generated, IRS-compliant |
| 90-day employee notice | 1–2 hours, often missing pieces | Pre-built, sent automatically |
| Employee onboarding | Back-and-forth emails | Self-serve wizard |
| IRS limit tracking | Spreadsheet, manual check | Auto-enforced, alerts at 75%/100% |
| Receipt approval | Email approvals per request | One-click dashboard flow |
| Total broker time | 8–12 hours | ~15 min self-serve on ClaimSage |
What your clients get
Your small-employer clients set up QSEHRA on their own, in their own time — without a 30-minute discovery call every time the IRS updates its limits.
Enter employee count, pay schedule, and your monthly reimbursement budget (up to the 2026 IRS caps). Takes under 2 minutes.
QSEHRA requires a written plan document and a 90-day employee notice. We generate both — formatted for 2026 IRS requirements, stored in your dashboard, ready to sign.
Employees submit health insurance receipts. Approve in one click. We track every dollar against the IRS cap and alert you before any employee goes over.
ClaimSage is an informational document explainer. We help employees read and understand Explanation of Benefits documents, generate appeal letters, and navigate QSEHRA compliance. ClaimSage is not a licensed insurance broker, attorney, or financial advisor. Brokers retain the full advisory relationship with their clients. Nothing on this page constitutes legal, medical, or insurance advice.
Same-day approval on most applications. Direct broker support on every referral.
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