From planning through the first renewal

Most of the work behind a successful launch happens before the platform goes live.

Most launch timelines are set by the enrollment calendar, not by how quickly the platform is configured.

Planning & configuration: timelines, responsibilities, and setup

Communication & enrollment: employee readiness and enrollment steps

Go-live & ongoing administration: renewals and continued support

Prepare for launch with a clear plan

This section below explains what typically happens at each step of a launch.

01
Implementation Planning
Start with planning tools that help define timelines, responsibilities, and key milestones before launch.
02
Platform Configuration
Review available setup options, account configuration, and what should be completed before enrollment opens.
03
Employee Communication
Access communication materials designed to explain the upcoming benefit transition and help employees understand what comes next.
04
Broker Coordination
Coordinate employer and broker responsibilities before employee enrollment begins.
05
Enrollment Preparation
Prepare employees for enrollment by confirming eligibility and required information.
06
Post-Launch Guidance
After launch, attention shifts to renewals and ongoing administration.

Explore guides, documentation, and additional resources to support every stage of your ICHRA program.