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A Guide to the Agent Experience
A Guide to the Agent Experience
New Agent Guide
ICHRA Prospecting
Developing a Contribution Strategy
Onboard a New Client
Employer Group Renewal Process
Agent Resources
Client Management Resources
Compliance
Employers
Enrollment Partners
Employees
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Agencies & Agents Support
A Guide to the Agent Experience
A Guide to the Agent Experience
New Agent Guide
ICHRA Prospecting
Developing a Contribution Strategy
Onboard a New Client
Employer Group Renewal Process
Agent Resources
Client Management Resources
Compliance
Employers
Enrollment Partners
Employees
A Guide to the Agent Experience
The guide to successfully provide the best ICHRA experience to your clients.
New Agent Guide
Agent Platform Overview
How to Update Your Agent Profile
How to Review Employer Clients
Agency Statements
ICHRA Prospecting
How to Introduce ICHRA
How to Add a New Employer
Census File Format
How to Upload a Census
Get your Go/No Go Quote!
See more
Developing a Contribution Strategy
Contribution Conversation
How to Class Employee's by Age
Employee Classes
Testing Affordability (Low Silver Plan)
Adding Preferred Carrier Plans during Modeling
Enhanced Dependent Contributions
Viewing Individual Plan Options from FULCRUM
How to Move an Employer from Prospect to Client
Modeling/Setting up an Employer using the auto class builder
See more
Onboard a New Client
New Employer Check List
How to Lock the Model
Set Primary Contact - ICHRA Agreement Signed
Banking Set Up and Initial Funding
Schedule Open Enrollment Welcome Emails
New Employer Emails with Education and Training
How to Manage Client Enrollment Periods
Employer Preview to benefitbay®
Add & Manage Ancillary Products in benefitbay®
See more
Employer Group Renewal Process
2025 benefitbay® Agent Renewal Guide
Ideon Individual vs. Small Group (ACA) 2025
Ideon PlanWatch Medical (ACA) 2025
