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A Guide to the Agent Experience
The guide to successfully provide the best ICHRA experience to your clients.
New Agent Guide
ICHRA Prospecting
Developing a Contribution Strategy
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®
- How to Create an Employer Contract
- Employer Onboarding: Onboarding Status
- Employer Onboarding: Lead Status and Prospect Status