HelpDesk for Agents
Articles, guides, and resources to answer your top-of-mind questions.
Broker & Agent Toolkit
Everything you (and your clients) need to succeed with ICHRA. One practical library to learn the platform, sell with confidence, and hand clients materials that do the explaining for you.
For you
Sharpen your ICHRA pitch and master the platform
Guides, demos, and short courses built for brokers and agents. Scan by topic, open a card, and get exactly what you need before your next client conversation.
Click-Through Demo
A walkthrough of the portal from beginning to end.
Sales Followup Letter
Plug and play the following as an easy followup for ICHRA sales.
ICHRA Pitch Deck
Use this during your client meetings for selling and explaining ICHRA.
Adding to WIN
Tips on entering the StretchDollar opportunity in WIN.
Hand-Off Letter
Is your client ready to finalize? Send this letter for a smooth onboarding.
Course: 60-Second ICHRA Pitch
(8 min) Confidently close conversations with just a little practice & guidance.
Course: ICHRA: Your Competitive Edge
(12 min) This quick course is about teachng you ICHRA basics.
Course: Master Your ICHRA Portal
(10 min) Learn how to quote, track, and manage your clients—all in one place.
If you need support: gallagher@stretchdollar.com
For your clients
Ready-to-share materials that explain ICHRA for you
Hand admins and employees the same clear guidance you trust. Compact, sharable resources that make client education simple.
Guide: Admin Onboarding
Share this with admins for step-by-step guidance for ICHRA setup.
Guide: Get Started for Employees
Tailored to the employee experience, this guide walks through what to expect
Flyer: Gallagher ICHRA
A quick overview of the Gallagher ICHRA experience.
Onboarding Checklist (new)
Walk first-time benefits clients from signed quote to go-live.
Onboarding Checklist (switcher)
Keep group-plan clients on track as they move to ICHRA.
ICHRA vs Traditional Plan
A 1-pager you can walk through in client meetings to compare ICHRA and traditional group coverage.
Video: 60-Second Demo
A quick breakdown of the ICHRA experience.
Video: Switching to ICHRA
In 90 seconds, see how easy it is to switch from a traditional group plan to ICHRA.