Broker/Agent Workflow
- How do I use the ICHRA Portal?
- Do you provide sales materials to help me explain ICHRA to clients?
- Can I send clients directly to the website sign up link?
- How does the quoting tool work?
- What do the different statuses mean?
- What are my responsibilities as broker / rep once the employer is set up?
- Where do brokers/agents log in to access their portal?
- Understanding Broker Compensation: PEPM Payments
- How do I add a waiting period to an employer’s plan?
- Can I adjust the PEPM fee for a client?
- Can my assistant or team members generate quotes on my behalf?
- Where can I access additional ICHRA training?
- Can someone from StretchDollar help me review a client case or join a client meeting?
- What kind of companies can I sell ICHRA to?
- Will I have a dedicated StretchDollar account manager or support contact for client issues?
- Adding a Bank Account in the Broker Portal
- What happens if a client off-boards, and what responsibilities do I have during that process?