🤖 iPlanRx AI Assistant
Sales strategy, district analysis, onboarding guidance, and admin support — all in one place.
HSA Health & Wealth Savings Calculator
Compare HSA contribution strategies and project long-term savings growth for members and prospects.
Harmonic Risk Lite Calculator
Analyze employer risk profile and model iCHRA defined contribution scenarios. Identify financial exposure and demonstrate cost predictability vs. traditional fully-insured plans.
iCHRA District Opportunity Calculator
413 Wisconsin school districts ranked by iCHRA conversion opportunity. Composite scoring, marketplace gap analysis, age-curve modeling, and one-click branded PDF one-pager generation.
✉️ Apollo Sequence Library
Curated Apollo email sequences for iCHRA prospecting and employer outreach. Browse, copy, and deploy multi-touch sequences organized by campaign batch.
Employer Onboarding Tool
Generate iCHRA notices, POP 125 plans, and ERISA Wrap documents from a single intake form. One entry, five legal documents.
iCHRA SEP Notice Generator
Generate compliant SEP notices — single entry or bulk CSV. Outputs Simple SEP or full 90-Day Annual iCHRA Notice in PDF, Word, or print format.
ICHRA Enrollment Template Generator
Generate customized ICHRA enrollment documents for any client. Configure company details, administrator, benefits, and print-ready enrollment packets.
1095 Portal
Access and manage 1095 tax forms. Verify coverage information and download documents for tax filing purposes.
Smart Census Filter — Zizzl Format
Upload any employer census CSV and automatically map columns to the Zizzl format. Fuzzy-matches headers, filters out waived employees, normalizes ZIP codes, and exports a ready-to-submit file. All processing stays local in the browser.
Rx Savings Calculator
Compare prescription costs across plans and find potential savings with iPlanRx pharmacy benefits.
Plan Comparison Tool
Side-by-side comparison of health plan options to help members and brokers find the best fit.