Enroll Employees

With virtual cards in hand, enroll each employee in their selected plan and set up premium payments through the Echo virtual card.

• Wait for virtual cards from ICHRA Masters — do not begin enrollment until received
• Collect Individual Enrollment Forms from employees via email
• Log into preferred enrollment platform (HealthSherpa or carrier portals)
• Enroll each employee in their selected health plan
• Set up first premium payment via the employee's unique virtual card
• Provide each employee with their virtual card details for ongoing auto-pay setup
• Track enrollment progress and payments each month via HealthSherpa or your CRM