Guided next steps
Follow clear steps for eligible planning services, invoicing, and recordkeeping.
CHCA advisor platform
Turn your expertise into a more organized client experience.
Manage clients, eligible fee-based planning workflows, invoices, and professional resources from one advisor workspace.
- Client records and statuses at a glance
- Professional resources and materials
Organized records
Keep client activity, document status, invoice progress, and completed records easier to find and review.
Professional client tools
Create a more consistent experience with structured forms, status tracking, and personalized materials.
Client organization
Know what needs attention—without hunting for it.
See clients, invoice activity, payment status, and available actions together so you can move each relationship forward with confidence.
- Find client records and next actions quickly
- See invoice and payment status clearly
- Review practice activity at a glance
Fee-based planning
A clear, documented workflow for eligible planning services.
Appropriately licensed insurance professionals can select an eligible service, disclose the fee, capture the required acknowledgement, send the invoice, and monitor payment status from one workflow.
Designed for responsible use
Built-in prompts, records, and status tracking support consistent workflows and accountability. They do not replace an advisor's professional, legal, licensing, or regulatory responsibilities.
Professional practice tools
More ways to support a polished client experience.
Access practical resources and create personalized educational materials that reinforce your professional identity.
Advisor resources
Access educational materials, templates, updates, and practical tools that support ongoing professional practice.
Personalized client materials
Customize CHCA educational materials with your professional identity to support clearer client conversations.
Platform availability
Available features may depend on active CHCA certification, good standing, professional licensing, and account permissions. Fee-based planning and insurance-specific tools are restricted to appropriately licensed insurance professionals.
Education plus practical tools
See what CHCA can add to your practice.
Build specialized healthcare-planning knowledge and put it to work through an organized advisor experience.