📋 Software Manual
ICHRA Masters Platform Guide
A complete step-by-step walkthrough of the ICHRA Masters agent platform — from creating an employer profile to enrolling employees and managing ongoing maintenance. 2026 Edition.
💼 10 Platform Sections
Covers every workflow from initial setup through ongoing renewals.
🏦 DBS · Echo · ICHRA Masters
Integrates all three key platforms used in every sale.
📅 2026 Enrollment Season
Current as of the 2026 enrollment season guidelines.
Table of Contents
1
Agent
2
Agent
3
Agent
4A
Agent
4B
Agent
5A
Agent
5B
Agent
6
Agent
7A
Agent
7B
IM
8
Agent
9
Agent
Employer Info
Create profiles, enter tax details, and view recent quotes.
Employee Classes
Group your workforce into 11 CMS compliant classes.
Employee Census
Import roster manually, via spreadsheet, or self-service link.
Affordability — Generating
Pulling real-time ACA rates strictly based on zip codes.
Affordability — Modelling
Adjust contributions in the matrix to satisfy affordability ratios.
Employee Shop — Selection
How employees shop, compare, and select a metal plan.
Employee Shop — Monitoring
Agent control panel to track employee progress globally.
Final Quote & Agreement
Generate the final contract (Mandatory Agreement) for signature.
ICHRA Filing — Agent
Uploading DBS agreements to the employer portal correctly.
ICHRA Filing — IM
Internal IM checklist for routing files to the DBS benefits team.
Enroll Employees
Finalizing actual carrier policies via the HealthSherpa engine.
Maintenance & Renewals
Managing new hires, plan terminations, and next year's renewals.
How to use this guide
Follow each section in order for new clients. For existing clients, jump directly to the relevant step using
the table above or sidebar navigation.