AI-powered QSEHRA setup — no broker required

Skip the insurance broker.
Set up QSEHRA in minutes.

Setup in 14 minutes. $49/mo flat. No broker, no $1,500 setup fee, no annual contract — ClaimSage handles the IRS-compliant plan document, limit tracking, and 90-day employee notices.

$0 broker fee
$6,350 2026 single IRS cap (tax-free)
14 min average setup time
Start 14-day free trial → Calculate my savings → See if QSEHRA fits — 2 min quiz →

How much will you save with ClaimSage vs a broker?

Traditional broker annual cost $28,500
ClaimSage annual cost $588
Your annual savings $27,912

Broker + admin estimate: $75/employee/month. Adjust your premium contribution above to match your situation.

Simple pricing

Everything a broker does. None of the markup.

No per-employee fees. No annual contracts. $49/month flat — cancel any time.

Monthly subscription

Everything included

One flat rate. All the compliance tools you need to run QSEHRA without a broker.

$49/mo
  • AI plan document generation
  • IRS 2026 limit tracking
  • Employee onboarding wizard
  • Automated compliance notices
  • Receipt approval workflow
  • Audit-ready exports
  • Cancel anytime
Success-fee option

No-win, no-fee setup

Pay nothing today. We charge $249 one time after your first successful employee reimbursement.

$0 today / $249 on first reimbursement
✓ Only if QSEHRA is live and working
  • AI plan document generation
  • IRS 2026 limit tracking
  • Employee onboarding wizard
  • Automated compliance notices
  • Receipt approval workflow
  • Audit-ready exports
  • One-time $249 charge, not recurring

Compare to broker setup fee: typically $1,500–$3,000 one-time → see full comparison

How it works

Three steps. Zero broker calls.

1

Tell us about your team

Enter employee count, pay schedule, and your monthly reimbursement budget (up to the 2026 IRS caps). Takes under 2 minutes.

2

ClaimSage generates your plan docs

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.

3

Manage reimbursements forever

Employees submit health insurance receipts. You approve in one click. We track every dollar against the IRS cap and alert you before any employee goes over.

What you're actually paying a broker to do — and what we automate

📄

Plan document generation

IRS-compliant written QSEHRA plan doc, updated each year for new limits automatically.

📬

90-day employee notice

Auto-generated annual notice template, ready to email or print — no lawyer needed.

🧾

Receipt approval workflow

Employees upload receipts; you approve in one click with a running YTD total visible at a glance.

📊

IRS cap enforcement

Alerts at 75% and 100% of each employee's annual limit — no over-reimbursement risk.

👥

Employee onboarding

Invite employees, assign coverage classes (FT/PT), and set individual allowances in 2 minutes.

📁

Audit-ready reports

Export full reimbursement history any time — built for your accountant or an IRS inquiry.

ClaimSage vs a traditional broker

  Setup time Monthly cost Per-employee fees Compliance handling Plan flexibility
ClaimSage Under 14 minutes $49 flat $0 Auto-enforced (IRS cap, 90-day notice, plan doc) Any individual plan; class-based allowances
Traditional broker 2–4 weeks ~$250–$500/mo retainer + fees $50–$100/employee/mo broker fee Manual; varies by broker Group plan only; lock-in

Numbers reflect typical small-group broker pricing in the 2–15 employee band. ClaimSage price matches our published $49/mo plan.

Real outcomes

Business owners who skipped the broker

✓ Saved $2,400 in broker fees

"I was quoted $2,400 by a broker just to set up our QSEHRA plan. I did the whole thing on ClaimSage in about 20 minutes. The plan document looked exactly like what the broker showed me."

Rachel T. — 4 employees · Portland, OR
✓ Set up in 18 minutes

"My broker said it would take 2–3 weeks to get the plan set up and compliant. ClaimSage had my plan document and employee notices ready the same afternoon I signed up."

David N. — 7 employees · Atlanta, GA
✓ First reimbursement in 3 days

"I was nervous doing this without a broker, but the compliance docs were all auto-generated. My first employee submitted a receipt three days after we launched. The approval took me 30 seconds."

Priya S. — 2 employees · Chicago, IL

Built for QSEHRA from day one

IRS Notice 2017-67 Compliant

All plan documents, employee notices, and reimbursement workflows follow IRS Notice 2017-67 guidance — the official QSEHRA compliance framework.

QSEHRA Certified Workflow

Written plan document, 90-day employee notice, IRS limit enforcement, and audit-ready reimbursement export — generated and tracked automatically.

Illustrative example · 3-person consulting firm

An illustrative example based on a 3-person consulting firm: switched from a small-group broker plan to QSEHRA + ClaimSage, replacing $310/employee/month in broker and admin overhead with $49/month flat.

Names redacted; figures shown are illustrative.

$12,800 family IRS cap for 2026
100% tax-free to employer and employee
$0 payroll tax on reimbursements

You don't need a broker to do this right.

QSEHRA is IRS-codified under the 21st Century Cures Act. The compliance rules are clear — ClaimSage just enforces them automatically so you don't have to.

Start for $49/mo →

Questions about skipping the broker

Do I legally need a broker to set up a QSEHRA?
No. QSEHRA is an IRS-codified arrangement under the 21st Century Cures Act (IRC §9831(d)); no broker license is required. Employers write their own plan document (ClaimSage generates it) and administer reimbursements themselves.
What if my broker already set up a QSEHRA for me?
You can migrate. Export your plan document and reimbursement history, import your employee list into ClaimSage, and cancel your broker retainer. Setup takes under an hour.
Is the $49/mo billed monthly or annually?
Monthly, no annual contract. Cancel any time — you keep your plan documents.
What's the success-fee option?
Instead of $49/mo, pay $0 today and $249 one-time after your first successful employee reimbursement is processed. Same features, one-time charge. Best for employers who want to try it risk-free.
What are the 2026 QSEHRA IRS limits?
$6,350/year single, $12,800/year family. ClaimSage enforces these automatically for each employee, including prorated limits for employees who join mid-year.
Is this considered legal or benefits advice?
No. ClaimSage generates compliant plan documents based on IRS published guidance. It is not a licensed insurance broker, attorney, or tax advisor. For complex multi-state or 50+ employee situations, consult a licensed benefits advisor.
What does "QSEHRA" actually mean?
QSEHRA stands for Qualified Small Employer Health Reimbursement Arrangement. In plain English: it's a federal, tax-free health benefit for businesses with fewer than 50 employees. Instead of buying a group insurance plan, the employer reimburses each worker for their individual-market premiums and qualifying medical expenses — up to the IRS annual caps ($6,350 single / $12,800 family for 2026). Employees pick any plan they want; reimbursements are tax-free for both employer and employee.
How does ClaimSage handle my data, and can I cancel?
Your employer roster, plan documents, and reimbursement records are stored encrypted in our database. We do not sell or share your data with insurers, brokers, or third-party marketers — see our Privacy Policy for the full picture. You can cancel any time from your dashboard. When you cancel, you keep copies of every plan document and audit-ready reimbursement export you generated while subscribed.

Your broker is charging $2,000+ for a 30-page doc we auto-generate.

Start your 14-day free trial. No credit card required. Cancel anytime.

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