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Platform Overview & ICHRA Prospecting
The guide to successfully provide the best ICHRA experience to your clients.
- Agent Platform Overview
- Introducing ICHRA to an Employer
- Add a New Employer Group
- Upload a Census
- Get a Go/No Go quote
New Employer Groups
Adding and Onboarding a New Employer Group.
- New Employer Checklist
- Lead Status - Checklist
- Prospect Status - Checklist
- Setup: Onboarding Status Checklist
- How to Create an Employer Contract
Contribution Modeling
Create and edit your client's Contribution Model and ensure affordability and compliance.
- Employee Classes
- How to Class Employees by Age
- Medical Rating Area (MRA) Auto Classing
- Testing Affordability (Low Silver Plan)
- Auto-Class Building
Renewal Employer Groups
Prepare your book of business for another successful year of ICHRA with benefitbay.
- 2026 benefitbay® Agent Renewal Guide
- Ideon Individual vs. Small Group (ACA)
- Ideon PlanWatch Medical (ACA) 2026
- Building a 2026 Projection Model