Census to complete feasibility

Get everything ready for the right quote.

Prepare the census, current plan, participation, funding and optional intelligence needed to compare group coverage, CHOICE and the best combination.

<24 hoursFull feasibility turnaround after complete secure intake—with or without Risk Intelligence.

SECURE HANDOFFPrepare here. Transfer privately.Files remain on this device until you receive the secure upload destination.

1 Choose quote2 Employer3 Configure4 Files + intelligence5 Submit

What should we quote?

Select a path. The questions, required information and next step will change around that decision.

ICHRA QUOTE PATH

Build a defined-contribution medical strategy

Employer information

Tell us about the group once. The same census powers every selected comparison.

Company nameWork emailEligible employeesRequested effective dateStates or service areaCurrent fundingCurrent monthly employer costTarget monthly budgetBenefits to include

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.

Add the census, plan data and intelligence

Prepare both sides of the comparison. Files stay on this device until the secure handoff begins.

+Select completed censusCSV or Excel—ready for secure transfer+Select current plan dataRenewal, rates, SBCs or contribution file

Predictive Risk IntelligenceWorkers’ compensation dataSelf-funded / level-funded review

Employee name or IDAge / DOBHome ZIPStateClassCoverage tierCurrent contributionsCurrent plan

Ready for private transfer?Request a secure upload destination for the census, renewal and plan documents. Never send sensitive files by ordinary email.

Privacy: Do not include Social Security numbers, diagnoses, detailed claims or banking information unless specifically requested through the authorized secure intake process.

Review and submit the quote request

Confirm the information, download a copy and send the completed request to The ICHRA Shop.

I confirm this information is accurate and understand final carrier participation, eligibility and multi-state rules are verified during quoting.

After submission: Your email application opens with the quote request ready to send. The ICHRA Shop then provides the secure file destination and begins the selected analysis.