Census to final quote

Build the group. Configure the funding. Measure the risk.

Prepare the information The ICHRA Shop needs to compare traditional group coverage with ICHRA and create a census-based contribution strategy.

PAYMENT GATESetup first. Pay before processing.Your entries stay on this device until secure intake begins.

1 Group2 Classes3 Census4 Review & pay

Employer information

Start with the group and the coverage being evaluated.

Company nameWork emailEligible employeesRequested effective dateStates or service areaCurrent fundingCurrent monthly employer costPredictive Risk IntelligenceWorkers’ compensation data

Class and funding configuration

Create the starting configuration. Final class eligibility and compliance are reviewed before quoting.

Funding design: Contributions may vary by permitted employee class, family status, age and geography, subject to applicable ICHRA rules and final review.

Create or prepare the census

Download the template, add employees securely offline, then select the completed file to confirm it is ready.

+Select completed censusCSV or Excel file—kept on this device until paid secure intake

Employee IDDate of birthHome ZIPStateClassCoverage tierCurrent contributionsCurrent plan

Privacy: Do not include Social Security numbers, diagnoses, claims details or banking information in the census template. Approved risk and workers’ compensation files move through secure intake after payment.

Review and activate the analysis

Confirm the setup, download a copy and pay through The ICHRA Shop before quote processing begins.

I understand payment is required before The ICHRA Shop processes the census, Predictive Risk Intelligence and final group-versus-ICHRA quote.

Pay at The ICHRA Store →

After payment: The ICHRA Shop will provide secure intake instructions for the census and any approved risk or workers’ compensation data. The completed analysis will compare group and ICHRA options and show class and funding recommendations.