AI² — Agentic Intelligence + Advisor Intelligence
Our AI engine continuously surfaces qualified ICHRA prospects, models the plan design and analysis for every employee, and dynamically generates polished sales presentations and proposals — so you walk in prepared, impress every room, and close more deals.
Platform Capabilities
From the first census upload to the signed client agreement — every tool purpose-built for ICHRA advisors.
Run a 30-second marketplace rate check for any zip code and workforce profile. Know if ICHRA is competitive before you spend a minute on full analysis — enter a meeting armed with a real number, not a guess.
Drop in any employer census — Excel, CSV, or custom export. Our AI auto-maps every column, flags anomalies, surfaces age-band distributions, and prepares your workforce data for full ICHRA modeling in seconds.
Every group gets a confidence score before you invest a minute of analysis. Our engine weighs workforce age distribution, geographic rate variance, and current premium delta to tell you — instantly — whether this is a deal worth pursuing.
Model every contribution strategy side by side — ACA 3:1 age curve, LCBP/LCSP/SLCSP benchmarks, flat dollar, custom age tiers, or percentage of premium. See the per-employee and total employer cost impact in real time before you commit to a design.
Run ACA §4980H safe harbor tests against live IRS thresholds for every employee — automatically. Identify contribution breakpoints before they become compliance failures, and walk into every close with a legally defensible design already validated.
Claude AI reads your analysis and writes the executive story your clients actually act on — workforce snapshots, market insights, cost savings narratives, and renewal talking points. One click generates a polished white-label PPTX and PDF ready to present.
Generate employer ICHRA adoption agreements, Section 105 plan documents, and advisor engagement letters automatically from your approved proposal. E-signature ready, tracked in real time, and stored in a compliant document trail — so you close faster and stay audit-proof.
Automatically generate personalized employee onboarding packets straight from the approved ICHRA design. Each employee receives a custom guide showing their contribution amount, how to shop the marketplace, and key enrollment deadlines — branded for your agency and ready to send.
Manage your entire book of business in one workspace. Track renewal dates, proposal status, and AI-generated insights across every client and prospect — so you always know who needs attention, when to reach out, and which accounts are at risk before they churn.
📍 ICHRA Market Intelligence
Enrichly tracks ICHRA competitiveness by state and rating area — so you target the right employers in the right markets with data-backed conviction.
Employer tax credit available under IC 6-3-3-18 for ICHRA adoption — the first state with this incentive.
Individual market significantly cheaper than small group across most Texas rating areas.
Highly competitive individual market with strong ICHRA adoption growth statewide.
Strong ICHRA adoption momentum; favorable individual rates across rating areas.
Good individual market competitiveness; ICHRA growing in metro and suburban markets.
Growing ICHRA market; favorable individual rates in most rating areas.
State Employer Tax Credit Spotlight
Indiana (IC 6-3-3-18) offers employers a state income tax credit for funding ICHRA contributions — making it one of the most financially compelling ICHRA markets in the country. We track every state incentive program so you can lead every conversation with the financial case.
Platform Workflow
Upload your employer's census file in any format. Enrichly auto-maps columns and surfaces the data you need.
Configure contribution strategies, run affordability tests, and compare ICHRA vs. group costs side-by-side for every employee.
Generate a polished, white-labeled PPTX and PDF proposal in one click. Walk into every meeting ready to close.
Average time from census to proposal
Under 30 min
Sales Proposal Generator
Enrichly produces polished, branded deliverables your clients will trust. Here's a preview of the proposal format — the real numbers and methodology live inside the platform.
| Employee | Group EE | ICHRA Allow. | EE Δ |
| Employee 1 | $███ | $███ | -$██ |
| Employee 2 | $███ | $███ | -$██ |
| Employee 3 | $███ | $███ | +$██ |
Import any census file, run a full ICHRA vs. group comparison, and generate one complete white-labeled proposal — completely free. No credit card, no time pressure. See real results with your client's actual data before you ever pay a dollar.
Enrichly Affiliates receive qualified, territory-matched leads sourced by our corporate market intelligence engine — automatically paired with a pre-run Quick Check so you're always walking in prepared.
Qualified leads assigned to your territory — based on your licensed states and carrier appointments.
Affiliates pay significantly less per-employee-per-month than a-la-carte subscribers.
Your market is yours. Leads in your territory route to you first based on the affiliate agreement.
Every inbound lead from your intake form auto-generates a Quick Check so you're always meeting-ready.
Cal.com-powered booking links built into every outreach email sequence.
Full white-label branding for your agency — your logo, colors, and domain.
Territories are limited — markets fill quickly.
⭐ Affiliate Program
Enrichly Affiliates receive qualified, territory-matched leads sourced by our corporate market intelligence engine — automatically paired with a pre-run Quick Check so you're always walking in prepared.
Modular Pricing
Affiliate pricing includes the full platform, lower per-EE costs, market territory assignment, and access to the corporate lead generation engine. Pricing is customized to your market size and growth objectives.
No commitment required
A 20-minute guided walkthrough — no commitment required.
We'll reach out within 1 business day to schedule your demo. Check your email for a confirmation.