General Agent ICHRA Help Desk

Eligibility & Setup

  • When should I recommend Smart Rates versus flat rates?
  • How are Smart Rates calculated?
  • Is there a minimum number of employees who need to enroll?
  • Is there a cut-off date to roll out the ICHRA?
  • Can different employees get different contribution amounts?
  • Can employers contribute a different amount to employees with families?
  • How do I add a waiting period to an employer’s plan?
  • What does the onboarding process look like for a new client?
  • How do my client employees submit auto reimbursements?
  • How much does it cost to use the ICHRA platform?
  • Can I offer ICHRA to some employees and a traditional plan to others?
  • How to help employers add/remove employees
  • What is your cancellation policy?
  • What's the onboarding process like for employers?
  • Adding a Bank Account in the Broker Portal
  • Who handles employee onboarding and shopping support—me or the StretchDollar team?
  • How long does onboarding usually take from signed quote to active coverage?
  • Where do employers log in to access their portal?

Categories

  • Broker/Agent Workflow
  • Compliance & Tax
  • Contributions/Benefits Budget
  • Eligibility & Setup
  • Employee Experience
  • ICHRA Fundamentals
  • Quoting Tool
No results found

© StretchDollar 2026. Powered by Help Scout