Now that you have moved your prospective group to a client status, it's now time to complete their profile information and get the ICHRA agreement sent out to be signed
Set Primary Contact
Navigate to the employer's "Enrollment Periods," tab to continue the checklist steps. Click on the blue "Set primary contact" button under the "Set primary contact," on the "Your Next Steps," checklist.
You will select if the person is the "primary contact," (this will be the person responsible for signing the benefitbay ICHRA Agreement) and if the person is an employee or not. If the person is an employee, select them from the drop-down list.
After completing all the information, select the blue "Save" button.
You will be navigated to the employer's contact page.
Once you have added the primary contact, the person will receive a welcome email from benefitbay to sign in to the platform. After logging in, they can sign the ICHRA Agreement. We encourage you to share this article with them to instruct them on signing the ICHRA Agreement.
Set Primary Address
Navigate to the employer's "Enrollment Periods," tab to continue the checklist steps. Click on the blue "Set primary address" button under the "Set primary address," on the "Your Next Steps," checklist.
Enter the following information for the company's primary address:
- Location Name (this will appear on all employer reports)
- Address line 1
- Address line 2
- City
- State (drop-down list)
- ZIP Code
- County (will populate after entering the zip code)
- Set as primary or headquarters- yes/no
After completing all the information, select the blue "Save changes" button.
Sign ICHRA Agreement
This step will need to be completed by the primary contact of the company. They should have received a welcome email from benefitbay when you added them as the primary contact. They can review this article for instructions on logging in and signing the ICHRA Agreement.
THIS STEP MUST BE COMPLETED BEFORE REQUESTING AN ARC ACCOUNT FOR THE COMPANY.