Make your ICHRA evaluation actionable.
Answer six questions to build a practical brief: what to confirm, who should own it, and what to ask providers. Print it or download a copy. No email required.
Your next steps, in one place.
Planning details (optional)
Use broad planning details only. Your answers stay on this page until you leave or start again; they are not submitted to ICHRA Report.
This is an evaluation worksheet, not a provider recommendation or a validated prediction. It does not establish compliance, affordability, savings, or employee suitability. Review employee-level economics, local coverage and plan design with qualified advisers before acting.
What your answers say to do next
Bring this worksheet to each provider
Select candidates using the provider matrix. Ask each for the same workforce, services, dates and pricing basis. Blank cells mean information still needs to be collected.
| Evidence to collect | Provider A | Provider B | Provider C |
|---|---|---|---|
| Provider name, product, quote date and validity | |||
| Total fees: billing population, minimums, base, setup and renewal | |||
| Enrollment guidance, employee support and escalation | |||
| Payroll / HRIS connection, data exchanged and exception owner | |||
| Premium payments, reimbursement timing and failed payments | |||
| Implementation owner, milestones and notice review | |||
| Relevant references, evidence links and unresolved conditions |
Agree who owns the next decision
- Employer / HR lead
- Confirm objectives, eligibility data, communications and the current benefit baseline.
- Finance lead
- Compare total employer cost, employee residual premiums and renewal assumptions.
- Broker / qualified advisers
- Review local plans, employee impact, contribution scenarios, plan design and applicable rules.
- Administrator
- Provide written scope, full fees, implementation commitments and a support/escalation owner.
Decision owner: ____________________ Review date: ____________________
Resolve the gaps before choosing
Keep the current benefit arrangement as the comparison baseline. If a material gap cannot be resolved, document it and revisit the decision rather than treating a high score as approval.
- Provider evaluation framework
- Contribution modeling guide
- Implementation checklist
- How ICHRA Report uses evidence
Decision / conditions to resolve: ________________________________________