Employer forms • broker RFP intake • document version control
Start with clean data

One case file.
Every funding path.

Prepare a dependent-level census, current plans, rates and employer contributions once. The ICHRA Shop can use the same organized case to evaluate ICHRA/CHOICE, traditional group, level/self-funded and permitted class strategies.

Choose Employer or Broker Intake →Download Templates
Two fast paths

Send the RFP you already have—or build it here.

FOR BENEFITS BROKERS

Broker RFP intake

Keep control of the client relationship while The ICHRA Shop organizes the market, funding and vendor analysis.

  • Dependent-level census
  • Current plans and employee rates
  • Employer contributions and renewal
  • Classes, locations and requested effective date
Open Broker Case Intake →The completion screen confirms submission. Our team assigns the case reference after intake review.
FOR EMPLOYERS

Employer RFP intake

Upload the information already used for renewal and let us compare more than one funding path before selecting an administrator.

  • Employee and family census
  • Current plan and renewal documents
  • Budget and contribution strategy
  • Enrollment, payroll and service needs
Open Employer Case Intake →The completion screen confirms submission. Our team assigns the case reference after intake review.
Do not email sensitive census or health information. Use only the intake or file-transfer process specifically designated by The ICHRA Shop for the case. Public contact forms are for ordinary business information—not claims, prescriptions, dates of birth or Social Security numbers.
Current public templates

Build a complete quote file.

Each public template carries a version date. Employer-specific plan documents, notices and authorizations are prepared for the engagement and should not be copied from another employer.

FOR EMPLOYER GROUPS

I Want ICHRA Shop to Be My Broker

Appoint The ICHRA Shop Insurance Agency as Broker of Record for the selected group benefits.

Open Letter & Download Options →Word and PDF • Version 2026.09.20

Dependent-Level Census

Employee, spouse and dependent names, dates of birth, relationships and home ZIP codes.

Download CSV →Version 2026.09.19

Current Plan & Rate Inventory

Record carrier, plan, network, tier rates, enrollment and renewal information.

Download CSV →Version 2026.09.19

Contribution Strategy Worksheet

Organize current employer contributions by class and coverage tier.

Download CSV →Version 2026.09.19

RFP Intake Checklist

Confirm the documents and decisions needed for a complete employer or broker case.

Download Checklist →Version 2026.09.19
After intake

From clean data to a defensible recommendation.

1

Validate

Check census completeness, locations, current rates and contribution data.

2

Quote

Build the local carrier, plan and household pricing view.

3

Analyze

Compare market economics and add Predictive Risk Intelligence when selected.

4

Recommend

Deliver the funding, contribution, vendor and implementation strategy.