Agencies & Agents Support

Back to home

Agencies & Agents Support

A Guide to the Agent Experience

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 Review Employer Clients

How to Update Your Agent Profile

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

Employee Classes

How to Class Employee's by Age

Testing Affordability (Low Silver Plan)

Adding Preferred Carrier Plans during Modeling

Enhanced Dependent Contributions

Viewing Individual Plan Options from FULCRUM

Auto-Class Building

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

How to Manage Client Enrollment Periods

New Employer Emails with Education and Training

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

See more

Employer Group Renewal Process

2026 benefitbay® Agent Renewal Guide

Ideon Individual vs. Small Group (ACA) 2025

Ideon PlanWatch Medical (ACA) 2025

Building a 2026 Projection Model