Select a path. The questions, required information and next step will change around that decision.
ICHRA QUOTE PATH
Build a defined-contribution medical strategy
02
Employer information
Tell us about the group once. The same census powers every selected comparison.
03
Configure the funding strategy
Set the starting assumptions. The paid analysis recommends the final arrangement, permitted classes, contributions and plan benchmarks.
Your completed configuration can include
Group vs. ICHRA economicsClass and geographic carve-outsAge-based contributionsPlan benchmarksStop-loss recommendationsEmployee shopping path
Funding design: Contributions may vary by permitted employee class, family status, age and geography, subject to applicable rules and final compliance review.
04
Add the census, plan data and intelligence
Prepare both sides of the comparison. Files are reviewed locally first and transfer only when you press the private-upload button.
Employee name or IDAge / DOBHome ZIPStateClassCoverage tierCurrent contributionsCurrent plan
Transfer the selected files privatelyThe files go directly into protected case storage—not through Outlook or ordinary email. Maximum 6 files, 12 MB each and 24 MB total.
Privacy: Do not include Social Security numbers, diagnoses, detailed claims or banking information unless specifically requested for the case.
05
Review and submit the quote request
Confirm the information and submit the request directly to The ICHRA Shop.
After submission: We create a tracking reference and provide the authorized secure destination for census and plan files. Sensitive files are never attached to this website request.