How can ICHRA administrators
add Medicare support?
Replace the disconnected Medicare referral with a nationwide, one-to-one participant experience that can work alongside your platform, brand, and service model.
Why is the Medicare handoff part of your ICHRA product experience?
When a participant enters a birth date and the standard quoting journey stops, the next step still reflects on your platform. A generic phone number or outside call-center transfer creates friction at the moment the participant needs more confidence.
Exact gives your organization a defined Medicare support layer. The administrator remains at the center of the ICHRA experience while licensed Medicare specialists handle the conversations that require individual guidance. Learn more about ICHRA and Medicare services. Review the IRS overview of Health Reimbursement Arrangements.
How do you replace a Medicare referral dead end with a warm handoff?
Eligibility moment
The participant reaches the Medicare branch of the journey.
Embedded scheduling
A dedicated link creates the next step.
Consultation
A specialist reviews the participant's situation.
Enrollment support
Timing and next actions are coordinated.
What can a Medicare support layer add to an ICHRA platform?
Dedicated booking path
Move participants directly into the right consultation rather than asking them to restart elsewhere.
Co-branded education
Prepare participants before Medicare eligibility becomes an urgent deadline. See the Department of Labor's Individual Coverage HRA model notice.
Phone and video support
Serve participants who need more than a self-service workflow. See how employers can support Medicare-eligible employees through an ICHRA.
Named escalation contacts
Give operations teams a clear path when a participant needs extra help.
Approved outcome reporting
Close the loop without exposing information that should remain private.
National consistency
Replace scattered regional referrals with one Medicare support model.
How can the partnership deepen as volume grows?
Start with the smallest useful workflow. Add more integration when the relationship, participant needs, and volume justify it.
Referral pathway
Co-branded experience
Embedded scheduling and reporting
Approved white-label or technical integration
What do ICHRA administrators ask before choosing a Medicare partner?
No. Exact supports the Medicare portion while your platform retains the administration, enrollment, and reimbursement relationship.
Custom links, co-branded resources, and other approved formats can be aligned to the partnership model.
A feedback loop can be included. Exact data fields, methods, frequency, and permissions require technical, privacy, and contractual approval.
Each partner should have a named account and escalation contact rather than relying on a general queue.
Documentation: What HR Should Keep on File
Medicare and ACA Transitions For Under-65 Spouses
Medicare Insurance Coverage Explained: What’s Covered and What’s Not
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