Broker/Agent Workflow
- How do I use the ICHRA Portal?
- How does the quoting tool work?
- Do you provide sales materials to help me explain ICHRA to clients?
- Can I send clients directly to the website sign up link?
- How do I add a waiting period to an employer’s plan?
- What are my responsibilities as broker / rep once the employer is set up?
- Can I adjust the PEPM fee for a client?
- What do the different statuses mean?
- Enrollment links: What they are and how to add them
- Agent Compensation: PEPM Payments
- Enrollment Links & AOR States: What Agents Need to Know
- Can my assistant or team members generate quotes on my behalf?
- What Brokers Can and Cannot Do in the Partner Portal
- Where do brokers/agents log in to access their portal?
- What kind of companies can I sell ICHRA to?
- What's the onboarding process like for employers?
- Client/Employer Stuck in Onboarding After Signup: What Agents Should Check
- Dual-Role Agents: Switching Between Producer and Broker Workspaces
- Can someone from StretchDollar help me review a client case or join a client meeting?
- Producer vs Broker vs Org Admin vs Employer Admin: Who Does What?