Can I customize a quote with additional ICHRA education or branding before sending it to a prospect?

In addition to sending quotes directly to your clients through the platform, you also have the ability to equip them with valuable ICHRA educational materials. These resources are designed to simplify complex topics and empower your clients to make informed decisions.

To access them, navigate to the "Resources" tab within the agent platform. From there, you will find a library of helpful items, such as brochures, FAQs, and explainer videos, that you can download and share. Sharing these materials will help your clients better understand their options and see you as a trusted advisor.