The Agentic AI Platform for ICHRA & Alternative Benefits Advisors

AI² — Agentic Intelligence + Advisor Intelligence

Build Better Plans.
Sell Faster.
Win More.

The Agentic AI (artificial intelligence) powered ICHRA and alternative health coverage sales platform built to optimize Agent/Advisor Intelligence (AI) — from plan design and census modeling to polished client proposals.

3-day full access trial
First analysis + proposal on us
No credit card required
ACA-Compliant
HIPAA-Ready
White-Label Ready
Claude AI Narratives
Agentic intelligence for every proposal
Live CMS Rates
Real marketplace data, every zip code
ACA §4980H Tested
Compliance built into every analysis
White-Label Ready
Your brand on every deliverable

The Problem We Solve

Stop Wasting Time on Spreadsheets.
Start Winning More Cases.

The Old Way
Hours reformatting census files in Excel before real work can begin
No way to know if ICHRA is even a fit before investing hours of analysis
Affordability compliance failures discovered too late in the sale cycle
Generic proposals with no AI narrative — just raw numbers clients don't trust
Losing deals because competitors present faster, cleaner, more credible analyses
With ICHRArchitect
ICHRA Readiness Score instantly signals fit — before you invest a minute of analysis
Affordability Cliff Detector flags every §4980H risk automatically — no surprises at close
Claude AI Narratives write the executive story your clients actually read
Contribution Optimizer models every strategy — age-rated, flat, SLCSP, LCBP, and more
White-labeled PPTX & PDF proposals from census to close in under 30 minutes

Platform Capabilities

Everything You Need to Win ICHRA Deals

From the first census upload to the signed client agreement — every tool purpose-built for ICHRA advisors.

AI Census Intelligence

Upload any employer census format. Our AI auto-maps columns, detects anomalies, surfaces age-band distributions, and computes workforce health risk signals in seconds.

Excel / CSV AI-Powered

ICHRA Readiness Score

Instantly know if a group is a strong ICHRA candidate before spending a minute on analysis. Our scoring engine weighs workforce age, geography, and current premium variance to surface a confidence score.

Pre-Qualification Instant Score

Affordability Cliff Detector

Flag every ACA §4980H affordability risk before it derails a close. Per-employee safe harbor testing against live IRS thresholds, with contribution breakpoints that keep every employee compliant.

§4980H Per-Employee

Contribution Optimizer

Model any contribution strategy — ACA 3:1 age curve, LCBP/LCSP/SLCSP, flat dollar, custom age tiers, or % of plan cost. Side-by-side group vs. ICHRA cost breakdown per employee, with health sharing alternatives.

6+ Strategies Live Modeling

Claude AI Proposal Narratives

Every proposal is analyzed by Claude (Anthropic's AI) to generate executive summaries, workforce snapshots, market insights, and renewal talking points — in plain English your clients can actually act on.

✦ Claude AI White-Label PPTX/PDF

Portfolio Intelligence

Manage every employer and prospect in one workspace. Track renewal dates, proposal status, and agentic insights across your entire book — so you always know which clients need attention next.

Book of Business Multi-Client

Advisor Workflow

Census to Closed Deal in 3 Steps

1

Import Census

Upload your employer's census file in any format. ICHRArchitect auto-maps columns and surfaces the data you need.

2

Model & Analyze

Configure contribution strategies, run affordability tests, and compare ICHRA vs. group costs side-by-side for every employee.

3

Close with a Proposal

Generate a polished, white-labeled PPTX or PDF proposal in one click. Walk into every meeting ready to close.

Average time from census to proposal

Under 30 min

Census Upload: ~3 min
Modeling: ~15 min
Proposal: ~5 min

Simple, Transparent Pricing

Plans That Scale With Your Book of Business

Optional Add-Ons

Expand Your Practice with Add-In Solutions

$295

ICHRA Compliance WRAP Docs

Full ERISA-compliant WRAP document creation tools. Generate complete ICHRA plan document sets for your clients in minutes.

Per full ERISA document set

$20/mo

Automated Client Contracts

Generate, send, and collect e-signatures on client agreements and advisory contracts. Unlimited contracts per producer seat.

Per producer per month

Custom

Platform Integrations

Connect ICHRArchitect to leading ICHRA administration and individual marketplace shopping platforms. Pricing depends on vendor agreements.

Contact sales for vendor-specific pricing

What Advisors Say

Built for Advisors, Loved by Advisors

"I used to spend 3–4 hours building a census analysis in Excel. ICHRArchitect does the same work in 20 minutes and the output looks 10x more professional. I've already closed two deals I wouldn't have otherwise won."

JR

James R.

Independent Broker · TX

"The affordability testing feature alone saved one of my clients from a compliance nightmare. ICHRArchitect flagged an issue in seconds that would've taken me hours to catch manually. This is the tool I didn't know I needed."

SC

Sarah C.

Benefits Agency Principal · OH

"We run a 4-producer shop and the Office plan scales perfectly. The white-label proposals look like we built them in-house — our clients are always impressed. ICHRA is now 40% of our new business and ICHRArchitect is a big reason why."

MT

Marcus T.

Agency Owner · FL

See the Output

What Your Clients Actually See

ICHRArchitect 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.

ICHRA Plan Design &
Cost Savings Analysis
Prepared for Acme Manufacturing Co.
YOUR BRAND HERE
Cover Page Slide 1 of 18
Executive Summary
Total Employees 47
Current Group Premium $██,███/mo
ICHRA ER Allowance $██,███/mo
Employer Savings
$█,███/mo
Unlocks after signup
Executive Summary Slide 3 of 18
Employee Cost Detail
Employee Group EE ICHRA Allow. EE Δ
Employee 1$███$███-$██
Employee 2$███$███-$██
Employee 3$███$███+$██
Unlocks after signup
Per-Employee Detail Slide 7 of 18

Your First Analysis is On Us

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.

Run My First Analysis Free →

Get Started — It's Free

Ready to Build Better Plans and Win More?

Create your account in under 2 minutes. No credit card required.

3-day full platform trial
— or —
First analysis + proposal free forever

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