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ICHRA Model

Know exactly who wins and who loses before you walk into the meeting.

ICHRA Model gives brokers and consultants the actuarial depth to model group-to-ICHRA transitions at the individual employee level — and lead every employer conversation with a clear strategic recommendation.

Built for: Brokers  ·  Benefits Consultants  ·  Distribution Partners

Save money

8

Similar cost

2

Pay more

1

PAYS MORESAVES MONEY+$4k+$2k$0-$2k-$4kLow utilizationMedium utilizationHigh utilization

Employee #6

Saves $2,430/yr

vs. current group plan

The Problem

Employers are asking the right question. Most tools can't answer it.

When an employer considers switching from a group plan to ICHRA, the first thing they ask is simple: “Which of my employees will be better off, and which won't?” Until now, getting that answer meant weeks of analysis — or settling for a rough estimate that nobody fully trusted.

What employers ask in the room

?
Which of my employees will be better off or worse off if we switch?
?
We have a PPO plan right now. Will my employees lose access to their current doctors?
?
Will they have enough HRA leftover to cover their out-of-pocket costs?

Until now, there was no good answer.

How It Works

From census to client-ready presentation in four steps.

1

Upload your census and current plan design

Drop in the employer's employee census and existing plan details, in any format. ICHRA Model's AI engine automatically parses the data into a structured format, no manual reformatting required.

Any file format acceptedAI-powered data parsingAuto data validation
2

Choose or customize your scenarios

Select from pre-built scenarios tailored to the employer's situation — industry, workforce demographics, current plan type — or build your own contribution strategy from scratch. Every scenario is modeled against real individual market plan data.

Pre-built scenario libraryCustom contribution modelingSide-by-side comparison
3

Get the recommendation — down to the individual

The model applies a strategic framework to identify the optimal contribution scenario, then lets you drill into every single employee: their projected premium, out-of-pocket exposure, provider network continuity, and whether they come out ahead or behind vs. their current plan.

Strategic scenario rankingIndividual-level OOP modelingWinner/loser analysisNetwork continuity check
4

Show up with a strategy — not a spreadsheet

Export a fully formatted, client-ready PowerPoint presentation and detailed Excel breakdown — automatically generated from your analysis. No reformatting, no late nights before the meeting. Just show up with the answer.

Client-ready PPTDetailed Excel exportYour branding, your presentation

What You Get

Everything you need to bring your client to a decision.

Individual-level analysis

Drill into any employee to see their projected costs including out-of-pocket expenses.

Scenario comparison

Side-by-side view of all modeled scenarios: cost to employer, employee impact distribution, and strategic trade-offs.

Client-ready presentation

A fully formatted PowerPoint deck summarizing the analysis, scenario comparison, and recommendation.

Detailed Excel breakdown

Employee-level detail for every scenario: premium contributions, out-of-pocket exposure, net impact vs. current plan, and more.

Why It's Different

Actuarial depth. Built for how brokers actually work.

Individual-level precision

Every employee is modeled individually — age, health profile, provider relationships, and anticipated out-of-pocket costs.

Beyond premium

See the full picture — deductibles, copays, coinsurance, and network access — the variables that determine whether an employee is truly better off.

Built for the broker workflow

Self-serve, fast, and client-ready. From census upload to client presentation in a single session.

Paired with

Plan Navigator

The employer decided. Now employees need guidance.

Once an employer commits to ICHRA, employees need guidance choosing from hundreds of individual market plans. Plan Navigator uses the same individual-level cost intelligence to guide each employee to the right plan — completing the transition.

See ICHRA Model in action.

Walk through a live demo and see how your next employer conversation could look.