Producer/Agent Workflow
- What do the different statuses mean?
- Where can I see my client's status?
- What happens after the quote is finalized?
- What are my responsibilities as a rep once the employer is set up?
- Do I get compensated? How does that work?
- What's my role after they decide to move forward?
- Where can I find additional resources about ICHRA?
- How do renewals work?
- How can I get a demo of the onboarding portal?
- How do I get access to the ICHRA portal?
- How do I log into my portal?
- How does the renewal process work for my clients?
- Can someone from StretchDollar help me close a deal or join a client call?
- Do you provide sales scripts, pitch decks, or talking points to help me explain ICHRA to clients?