📖 Knowledge Base · 2026 Edition
ICHRA Masters Wiki
Your complete reference for the ICHRA Masters platform, ICHRA fundamentals, and the agent post-sale workflow. Everything you need — in one place.
Software Manual
Step-by-step platform walkthrough — from employer setup through enrollment and maintenance. 10 sections covering every workflow.
Read the guide →10 Sections
ICHRA School
Master the ICHRA model from the ground up — value propositions, compliance rules, affordability calculations, and plan design.
Start learning →8 Lessons
Post-Sale Checklist
The definitive 5-step post-sale SOP — Mandatory Agreement, ICHRA filing, Echo payment setup, enrollment, and handoff to Stephanie Lott.
View checklist →5 Steps
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SOP
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 Quotes
Pulling real-time ACA rates strictly based on zip codes.
Employee Shop
How employees shop, compare, and select a metal plan.
Final Quote & Agreement
Generate the final contract (Mandatory Agreement) for signature.
ICHRA Filing
Uploading DBS agreements to the employer portal correctly.
Enroll Employees
Finalizing actual carrier policies via the HealthSherpa engine.
Maintenance & Renewals
Managing new hires, plan terminations, and next year's renewals.
Post-Sale Checklist
The definitive 5-step SOP covering after-sale workflow.
Stephanie Lott
Policy & CRM Handoff
ICHRA Masters