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The Broker Resource Center
The Broker Resource Center

We've created a page of content and resources to assist Brokers with presenting and selling ICHRA with benefitbay.

Updated over a week ago

Start your ICHRA Journey today!

ICHRA Resources

ICHRA eBook​ (double-click to download)

ICHRA FAQs (double-click to download)

Presenting ICHRA to Prospects

ICHRA Overview

ICHRA Administration for Brokers (1-page click to download)

Understanding Your ICHRA Benefits (1-page double-click to download)

ICHRA Sales Presentation - Broker to Employer

(double click to download)

ICHRA Differences Between Large and Small Employers

Large Group ACA Overview (double-click to download)

Small Group ICHRA Overview (double-click to download)

Individual vs. Group Coverage Maps

Ideon Planwatch Medical - ACA (click to launch Ideon site)

Individual vs. Small Group Premiums (click to launch)

Creating a Written Proposal

ICHRA Presentation Template (double-click to download & customize)

Pre-Enrollment Activities - ICHRA Set Up

A Guide to the Employee Experience (double-click to download and customize)

Registering New Employer Groups in benefitbay

Employer Group Registration Form

You will need your group's information to input into your benefitbay platform. You may double-click on form to download and send to client if needed.

Enrollment Timeline

Timeline Example (double click to download)

90 day tracker benefitbay

ICHRA Offer of Coverage Notice (90-day Notice)

Use During National Open Enrollment (double-click to download and add company logo and signature on page 6)

Census Files - Quoting and Final Templates

BB Quoting Template (double-click to download)

Final Census Template (double-click to download)

Census Help - Secure Upload

If you having trouble getting your census into benefitbay, reach out to your Customer Success Manager and use the secure upload form on this page to securely send your census.

Banking (double-click to download)

Employer ACH Authorization

ACH form

Plan Documents

Sample ICHRA Plan Document (double-click to download sample Plan Document and Summary Plan Description)

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