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ICHRA University

On-demand training and resources to master ICHRA. Choose your track:

Start here · Employers and brokers

Introduction to ICHRAs for Employers and Brokers

YouTube

New to ICHRAs? Begin with this introduction, then choose your track below. Every video opens in a new tab.

Watch the introduction Visit ICHRAUniversity.com

Employer track

For Employers

Start with the introduction, then the beginning-to-end overview of setting up, quoting, enrolling and managing an ICHRA.

  1. Start here Introduction to ICHRAs for Employers and Brokers YouTube
  2. How to Set up, Quote, Enroll and Manage an ICHRA Beginning-to-end overview · Zoom recording
Then: Step-by-step introduction to ICHRASystems Eight short videos, in order — the same series for employers and brokers.

Reading for employers

Broker track

For Brokers

Start by creating your home page, then work through the introductions, selling an ICHRA and the full workflow.

  1. Start here How a Broker creates their home page Zoom recording
  2. Introduction to ICHRAs for Employers and Brokers YouTube
  3. 18 minute ICHRA Introduction For brokers · Zoom recording
  4. ICHRA Systems Introduction Zoom recording
  5. How a Broker can sell an ICHRA Zoom recording
  6. Top 11 Reasons to Sell an ICHRA Zoom recording
  7. How ICHRASystems works (Workflow) Zoom recording
Then: Step-by-step introduction to ICHRASystems Eight short videos, in order — the same series for employers and brokers.

Next steps and reading

For employers and brokers

Step-by-step introduction to ICHRASystems

Eight short videos. Watch them in order.

  1. 1 How to Set up the Employer’s Home Page Watch
  2. 2 Set up the Preliminary Census to Test Your Contribution Strategy Watch
  3. 3 Determining the Maximum Company Cost Watch
  4. 4 A Brief View of How Employees Apply and Brokers Enroll Watch
  5. 5 How Employer and Employee Costs Are Accounted For Watch
  6. 6 Policy Payment Options with ICHRAs Watch
  7. 7 Forms and Compliance Watch
  8. 8 How Employees Enroll Watch

Employee track

For Employees

What an ICHRA is, how employees apply and how they enroll.

Employee Login & Enrollment
  1. Background Introduction to ICHRAs for Employers and Brokers YouTube
  2. A Brief View of How Employees Apply and Brokers Enroll Step 4 of the step-by-step introduction · Zoom recording
  3. How Employees Enroll Step 8 of the step-by-step introduction · Zoom recording

More employee videos are on the way.

How an ICHRA works

An ICHRA — Individual Coverage HRA — lets an employer pay toward a health plan each employee picks, instead of buying one group plan.

  1. The employer sets the amount

    A monthly amount per employee, set by the employer. It can go toward premiums, and other medical costs if the employer allows.

  2. Employees pick their own plan

    They buy an individual health plan sold where they live. Medicare Parts A and B, or Part C, also qualifies.

  3. The employer pays that amount

    The employer pays up to that amount — generally tax-free, and not counted as wages. The employee pays any premium above it.

  4. The plan belongs to the employee

    It stays with them after a job change, though the employer’s payments stop.

Back to the Broker Portal

Everything you need to quote, certify and administer an ICHRA.

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