🤖 iPlanRx AI Assistant
Sales strategy, district analysis, onboarding guidance, and admin support — all in one place.
HSA Wealth Builder
Upload a TPA census to model iCHRA + HSA savings vs. group plan with 5-year projection and PDF export.
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.
Private Sector Opportunity Calculator
300 Wisconsin employers from Form 5500 filings — iCHRA scoring, Harmonic Risk targets, renewal windows, savings estimates, and one-click Apollo CSV export.
✉️ Apollo Sequence Library
Curated Apollo email sequences for iCHRA prospecting and employer outreach. Browse, copy, and deploy multi-touch sequences organized by campaign batch.
🚀 Ben's Apollo Setup Guide
Step-by-step Apollo setup checklist — account setup, sequences, prospect lists, launch protocol, and daily routine. Progress tracked to Google Sheets.
iCHRA Affordability Calculator
Upload a census file to size HRA allowances for ACA affordability — all 3 IRS safe harbors tested per employee
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.
Commission Parser
Upload carrier statements — AI extracts and maps to AgencyBloc import format.
Carrier Partner Intake
Send this link to insurance carrier partners to collect plan data, network information, formulary details, and payment setup for the iPlanRx ichra.ai Service Platform.
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.