ICHRA FOR BROKERS AND PEOS
How can brokers and PEOs add ICHRA Medicare support?
Give Medicare-eligible employees a consistent, nationwide support experience while your team remains the trusted benefits relationship.
ICHRA BROKER SUPPORT
What happens when an ICHRA case does not fit the traditional group market?
PEOs and brokers often encounter groups that are declined, priced out, geographically complex, or poorly matched to the traditional group market. ICHRA can preserve the opportunity, but Medicare-eligible participants still need a distinct solution. A supported alternative gives the producer a better answer than ending the conversation.
Exact handles the individual Medicare education and enrollment-support work while the broker or PEO retains the wider client relationship. Learn more about ICHRA and Medicare services. Review the Department of Labor's Individual Coverage HRA guidance.
PARTNER BENEFITS
How do you keep Medicare from becoming the weak link in a multi-state client relationship?
A regional referral may work until a client has employees in several states. Exact gives the partner one Medicare resource with a consistent intake, consultation, and escalation process. See Medicare.gov guidance on Medicare enrollment timing.
National Medicare support
Individual participant consultations
Named account manager
Co-branded education
Defined handoff and escalation
Approved partner reporting
MEDICARE SUPPORT MODEL
What does a Medicare specialist add behind the broker or PEO relationship?
Personal coverage conversations
Discuss doctors, prescriptions, family needs, budget, and available coverage rather than sending people to a quote page. See how employers and employees use ICHRA Medicare support.
A stronger employee experience
Offer a direct booking path, named support, educational resources, and follow-through for complex situations. Share our step-by-step guide to applying for Medicare Part A and B online.
Support that grows with the case
Begin with referrals, then add co-branded education, employer pages, and structured workflows as volume grows. See how ICHRA administrators and platforms can build the workflow.
How does the referral journey protect your relationship?
| Generic referral | Exact partner experience |
|---|---|
| Outside phone number | Defined warm handoff |
| Unknown follow-up | Approved status visibility |
| Regional limitations | Nationwide support model |
| Relationship uncertainty | Your team remains central |
FAQs
What do brokers and PEOs ask before working with Exact?
Will Exact take over our client relationship?
No. Exact supports the Medicare portion while the broker or PEO retains the broader benefits relationship.
Can Exact support one employee before we formalize a larger program?
The model can begin with a smaller referral relationship. Minimum onboarding and contracting requirements should be confirmed for each opportunity.
Can we use Exact across multiple states?
The proposed differentiator is one national Medicare relationship, subject to approved licensing and carrier language.
Can we co-brand employee communications?
Co-branded resources, employer pages, and scheduling experiences can be included when approved for the partnership.
Partnerships
Our Medicare Partnerships
CHOICE/ICHRA Administrators
PEOs
Employers & HR
Health Brokers
Insurtech Platforms
HRIS
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