benefitbay

Check if your client is a good fit for ICHRA! Upload your census data and one of our specialists will prepare the Go/No Go Analysis for you!

Get your Go/No Go Analysis!

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

The Broker Resource Center

How to change the agent fee for your clients in the platform.

Employer Fees For ICHRA partnered with benefitbay®

The step-by-step process for Brokers during Open Enrollment with benefitbay®

Broker Process for Open Enrollment

Navigating Through Agency Home

Quickly focus the conversation and close more groups with ICHRA

Viewing Individual Plan Options from FULCRUM

2024 Broker ICHRA renewal process for existing clients

Broker Renewal Process

How to format your CSV census to properly account for hourly employees

I Have Hourly Employees, How Can I Import Those On My Census?

Navigating through to see my client's reimbursement schedule.

I'm A Broker, And I Need To See My Client's Reimbursement Schedule

Learn how to customize dependents contributions and where to go to do it on your Employer Dashboard

Enhanced Dependent Contributions

What to do when you are having trouble receiving benefitbay®'s e-mails.

Whitelisting the benefitbay® Website

Below you will find the required and optional fields for the census upload files. You can also download a template.

Census File Format

LSP and Affordability Testing

How brokers add Preferred Carriers and Specific Plans during modeling

Adding Preferred Carrier Plans during Modeling

As an agent, it's important to have awareness of the training and communications that are sent to your new clients!

New Employer Communications and Training

This collection of articles for a Broker user.

Brokers

How ICHRA works with different business structures

Can ICHRAs Be Used For Owners of Businesses Structured as Sole Proprietorships, C-Corps, S-Corps, Non-Profits, and LLCs?

Providing additional ICHRA employer funding for a spouse and/or dependents that may be covered under the individual policy

ICHRA Dependent Contributions Overview

Employee classes allow businesses to draw distinctions among employees in benefits.

Employee Classes

ICHRA Plan Design

Different vendor options for Medicare Enrollment

Medicare Enrollment Vendor Options

Medicare 

Difference in payroll deduction taxes for marketplace vs off exchange plans.

Are payroll deductions pre or post-tax?

Broker Questions

Sign in to your benefitbay® account to view our documentation.

Find answers and get help from Intercom Support and Community Experts

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