Associate Customer Success Manager

Introducing Partner Hub: helping Benefits Consultants design ICHRA solutions faster. Jack - July 28, 2026 Benefits consultants are increasingly being asked to help employers navigate rising healthcare costs, changing workforce expectations and a growing demand for greater employee choice. Individual Coverage Health Reimbursement Arrangements, or ICHRAs, can address those challenges, but consultants need an efficient way to determine where ICHRA fits and what a potential solution could look like. That's why Take Command created Partner Hub. Partner Hub is an ICHRA design platform that gives members of Take Command's Preferred Benefits Consultant Program the ability to explore and create ICHRA designs for their clients. It helps consultants move from identifying an opportunity to developing an actionable strategy that's supported by Take Command's experience in ICHRA design, compliance, enrollment and administration. From client census to ICHRA strategy Evaluating an ICHRA opportunity requires more than comparing a group renewal rate with individual-market premiums. Benefits consultants must consider workforce demographics, geography, contribution strategy, affordability and the range of individual plans available to employees. Partner Hub brings these inputs together in one digital workspace, allowing qualified consultants to model potential ICHRA solutions and evaluate how different design decisions could affect their clients. With Partner Hub, benefits consultants can: * Turn Your Next ICHRA Opportunity Into an Actionable Client Design * Create and explore ICHRA designs for prospective clients * Model employer contribution strategies * Evaluate potential savings and affordability * Turn client data into a more informed benefits recommendation * Collaborate with Take Command throughout the sales and implementation process The goal is not to replace the consultant's expertise. Partner Hub gives consultants greater visibility and control during the design process, while Take Command provides the specialized ICHRA support needed to move an opportunity forward. More than access to a platform Partner Hub is part of Take Command's Preferred Benefits Consultant Program, a deeper partnership designed for consultants who want to build their ICHRA capabilities and grow their book of business. Preferred Benefits Consultants receive access to: * Partner Hub and ICHRA design capabilities * Specialized education and training * ICHRA insights and market resources * Sales and client-facing materials * Support from Take Command's ICHRA experts * Early access to new features and capabilities Together, these resources help consultants identify stronger ICHRA opportunities, confidently guide client conversations, and remain at the center of the relationship. Take Command is not a competing distribution channel. Take Command Health work alongside benefits consultants, providing the platform, administration, compliance expertise and enrollment support required to successfully implement and manage an ICHRA. Consultants remain at the center of the client relationship. Take Command provides the ICHRA platform, expertise and operational support needed to help consultants move from evaluation through implementation. Not part of the program? You can still create an ICHRA opportunity Benefits consultants do not need Partner Hub access to begin evaluating ICHRA for a client. Consultants who are not currently part of the Preferred Benefits Consultant Program can upload a qualifying client census to Take Command. Its team will create a custom ICHRA design and return it within 48 business hours. This provides a simple way to evaluate a current renewal, explore potential savings and determine whether ICHRA deserves a place in the client conversation without waiting to join the full program. Helping consultants lead the next era of employee benefits As employers look for more predictable costs and employees expect greater choice, ICHRA is becoming an increasingly important part of the benefits landscape. Benefits consultants need the expertise, data and design capabilities to confidently advise clients as the market evolves. The Partner Hub tool gives consultants a more direct way to put that knowledge into action. Whether you are ready to explore the Preferred Benefits Consultant Program or simply want an ICHRA design for an upcoming client renewal, Take Command can help you take the next step. I wrote this blog to help people make smart health insurance decisions. I am a small business owner, a husband, and a dad to three boys, so I've seen firsthand how important understanding insurance decisions can be. As a co-founder of Take Command Health and a licensed health professional, I've been recognized as a leading expert on healthcare transparency and defined contribution arrangements (QSEHRA). I've been featured in the New York Times, Wall Street Journal, Dallas Morning News, Forbes and others. Learn more about me and connect with me on its about Take Command Health page. Thanks! Jack - July 28, 2026 Jack - June 12, 2026 Take Command - April 24, 2026

Jamie Potecha, Take Command's new Chief Operating Officer, joins at a critical growth moment for ICHRAs.