Manage all your employer client information in one place!
As you continue to grow your ICHRA book of business, we hope to empower you to manage your client relationships easily. The "Employers" tab on the left navigation bar will provide you with quick access to your clients.
Employers
Features:
- Status filter- view all your clients in each status
- All- view your entire book of business
- Lead- any client in this status has basic business information and contains no census/employee information
- Prospect- any client in this status has business information and a census uploaded to determine if ICHRA is a good fit and define a contribution strategy
- Client- any client in this status has made the amazing decision to move forward with ICHRA and is ready to sign the ICHRA Agreement and prepare for Open Enrollment
- Inactive- any client with this status means they decided ICHRA wasn't a great fit for them and canceled their ICHRA
Let's partner together to ensure none of your clients move to the Inactive status!
- Search Feature
- As your prospect and client list grow, the search option can quickly provide you with the employer you seek. Type in the name of the client you are looking for and click the blue "Search" button, to find the group you're looking for
- Access Employer
- Once you locate the client, click anywhere in the employer information to be navigated to the employer's profile. You will notice the left navigator bar expand to the employer tab options.
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- You now can navigate through the employer tabs to access information specific to that group. We recommend familiarizing yourself with the employer tabs so you can better assist your clients.