Stop managing COBRA manually. COBRA Guide automates notices, tracks every deadline, and gives your employer clients a self-service portal — so you can focus on growing your book.
Platform Capabilities
Purpose-built for insurance brokers. Every feature maps directly to a real compliance workflow.
COBRA Guide automatically generates and tracks all required notices — initial rights, election, and premium — with built-in delivery confirmation and audit logs. Stay compliant without the manual overhead.
See it in the appThe platform monitors every election window, premium due date, and coverage end date across your entire book of business. Proactive alerts keep you and your clients ahead of every deadline.
See it in the appEach employer group gets a clean, intuitive dashboard to view their COBRA participants, payment status, and coverage details — reducing inbound calls to your team.
See it in the appGenerate DOL-compliant reports, premium collection summaries, and participant histories in seconds. Export to PDF or CSV for client presentations and regulatory reviews.
See it in the appWhy Choose Us
Designed from the ground up for how brokers actually work — not adapted from generic HR software.
Built to meet DOL, ACA, and ERISA requirements. Every notice template, every deadline calculation, and every audit log is designed to keep your clients compliant — every time.
What used to take hours now takes minutes. Automate the repetitive work and focus on growing your book of business.
Not a generic HR tool. Every workflow is designed around how insurance brokers actually manage COBRA for their employer clients.
Real humans who understand COBRA. Our compliance specialists are available by phone, chat, or email — not just a generic help desk. We speak broker.
Illustrative workflow perspectives
Sample testimonials shown for illustration only. They are not customer reviews or endorsements.
“COBRA Guide gives our team a clearer way to manage deadlines and keep every COBRA task moving.”
M. Reynolds
Benefits Broker
“The workflow makes it easier to stay organized across clients without losing sight of important compliance steps.”
J. Patel
HR Consultant
“Having one place to track notices and next actions would make our process far more consistent.”
A. Morgan
Benefits Administrator
Pricing
Start free, upgrade when you're ready. No hidden fees, no long-term contracts.
Full access to all COBRA Guide tools. View and create documents — printing and downloading available when you subscribe.
No credit card required
Full access including printing, downloading, and PDF export. Everything you need to serve your employer clients.
Billed monthly · cancel anytime
The complete broker platform. COBRA Guide plus CRM, ERISA Guide, PlanForm 125, and every future tool — one flat rate.
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Join 500+ insurance brokers who've replaced manual COBRA tracking with COBRA Guide. Start your free 14-day trial — no credit card required.