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Webinars on-demand

Did you miss a webinar?

If you missed a live webinar event, or if you just want a refresher, you can download or stream our previous webinars.
 

Elevating Client Renewal Conversations with ICHRA

Kyle Estep • September 12, 2023

Session Takeaways: 

  • Crafting a compelling ICHRA proposal
  • Mastering the art and science of contrasting ICHRA with group plans
  • Effectively guiding your clients in evaluating the advantages and trade-offs involved in their new benefit decision.
 

Overcoming Client Objections- Common Concerns About ICHRA

Charlotte Smith • March 21, 2024

Session Takeaways: 

  • When a client is a good fit for ICHRA
  • Common objections heard on client calls
  • Key phrases to listen for in client conversations


 

Positioning ICHRA in 2024

Charlotte Smith and Tony Sargent • February 13, 2024

Session Takeaways: 

  • Crafting a compelling ICHRA proposal
  • Mastering the art and science of contrasting ICHRA with group plans
  • Effectively guiding your clients in evaluating the advantages and trade-offs involved in their new benefit decision. 


 

It's Not Too Late: Evaluating and Setting Up an ICHRA in One Week.

McGregor Jones • October 25, 2023

Session Takeaways: 

  • End-to-end overview of what an accelerated set up entails
  • Which client profile is a fit for this situation
  • Next steps to kick off an accelerated ICHRA
 

AutoPay Solution: Streamlined Payments for the Individual Market

David Millar • October 5, 2023

Session Takeaways: 

  • Overview of the Take Command AutoPay solution and new functionality for January 1, 2024 starts
  • Enrollment experience for employees and how Take Command supports the enrollment process
  • Key dates & timelines for leveraging AutoPay in 2024
 

Elevating Client Renewal Conversations with ICHRA

Kyle Estep • September 12, 2023

Session Takeaways: 

  • Crafting a compelling ICHRA proposal
  • Mastering the art and science of contrasting ICHRA with group plans
  • Effectively guiding your clients in evaluating the advantages and trade-offs involved in their new benefit decision.
 

From Group to ICHRA: Strategies for Transitioning Clients to Individual Coverage

Barbara Ellis and Tony Sargent• August 16, 2023

Session Takeaways: 

  • Understanding the ICHRA landscape eligibility criteria, and how it can benefit your clients.
  • Compliance and legal considerations, ICHRA classes, and how you can help your clients remain compliant.
  • Selling, planning, and implementing a group to ICHRA switch, change management, and Take Command support. 
 

Behind the Scenes of a Successful ICHRA Implementation

Tony Sargent and Nancy Swerdfiger • July 20, 2023

Session Takeaways:

  • What to look for (and what to avoid) when choosing an HRA administrator
  • How commissions work with ICHRAs, brokers, and administrators
  • The potential pitfalls of ICHRA and how to work with your HRA administrator to fix them
 

A Broker’s Account of Onboarding an Enterprise-Level ICHRA

Sarah Yi and Lindsay Fisher • May 10, 2023

Session Takeaways: Here are five things to know when onboarding an enterprise-level client: 

  • Communication rollout: For a large company, the broker and HRA administrator worked together to ensure smooth onboarding.
  • Market Nuances: It’s important to evaluate each market and address those nuances in the final design. 
  • Employee onboarding: Educating employees and helping them understand how to use the individual market to their advantage.
  • Timing: Switching to an ICHRA requires a runway of time, ideally 45 days out from the start date. 
  • Company structural changes: Companies undergoing acquisitions will want to take certain steps to help ensure a smooth transition.
 

Unpacking COBRA and Family Glitch

Kyle Estep and Sarah Borders • March 29, 2023

Session Takeaways:

  • Gain a thorough understanding of COBRA requirements for ICHRA
  • Understand how the updates to the Family Glitch affect premium tax credits and employers offering ICHRAs
  • Learn how clients can save money on their employer contribution strategy by understanding their employee population

 

A Broker's Perspective on ICHRA

Josiah Allis • October 6, 2022

Session Takeaways:

  • What Individual Coverage HRAs are & how they work

  • Common misconceptions 

  • How to grow your book of business with ICHRA

  • When ICHRA is a good fit (and when it isn't

 

ICHRA 301: A Post Open Enrollment Look at Recession-Proof Benefits

Jack Hooper • January 25, 2023

Session Takeaways:

  • How to calculate if your client’s health insurance cost is outpacing inflation (and how ICHRA can help).

  • Why the individual health insurance market mitigates the risk of inflation by design.
  • How an Individual Coverage HRA might work for their company.
  • Which states and types of businesses are showing the most growth with ICHRAs

ICHRA 101 Webinar

Join us every other Thursday for our ICHRA 101 webinar to determine if ICHRA is a good fit for your clients.

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Become a Take Command Partner

Our program begins with free, self-paced video training curriculum that will take you through everything you need to know to clearly understand the benefits of ICHRA on behalf of your clients. Once the curriculum is complete, you'll have access to our best-in-class software and resources to begin offering our end-to-end solution to your clients.

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