Eligibility & Setup
- When should I recommend Smart Rates versus flat rates?
- How do I add a waiting period to an employer’s plan?
- Can employers contribute a different amount to employees with families?
- Is there a cut-off date to roll out the ICHRA?
- How are Smart Rates calculated?
- Can different employees get different contribution amounts?
- What is your cancellation policy?
- Is there a minimum number of employees who need to enroll?
- Client/Employer Stuck in Onboarding After Signup: What Agents Should Check
- What does the onboarding process look like for a new client?
- On-Exchange vs. Off-Exchange Plans: What's the Difference?
- How ICHRA Reimbursement Works: Employer & Employee Responsibilities
- Can I offer ICHRA to some employees and a traditional plan to others?
- What's the onboarding process like for employers?
- How to help employers add/remove employees
- Pausing or Canceling When No Employees Are Enrolled Yet
- Helping a Client Who's Stuck During Account Verification
- Who handles employee onboarding and shopping support—me or the StretchDollar team?
- How much does it cost to use the ICHRA platform?
- How do my client employees submit auto reimbursements?