Getting started

Items marked Coming soon are being rolled out and will be available soon. See What's new for 2027.

This help is for brokers and group admins (usually HR). It covers everything you do in Abra, from setting up a group to paying allowances, and marks what's new for 2027. Your account may not have every section. If something described here isn't on your screen, it isn't turned on for your group yet; ask Abra support.

#Signing in

1. Enter your username and password, then press Login.
2. Coming soon Abra emails you a 6-digit login code. Enter it and press Verify. The code expires after 10 minutes; press Send a new code if you need another. You can tick Don't ask again on this browser to skip the code on your own computer for a set number of days.
3. The first time you sign in, read and accept the Terms and Conditions.
4. You land on your Groups list.

To set a password the first time, or after a reset, use the link in your email. It opens Set up your account. Use Forgot your password? on the login page if you're locked out.

#The top bar

• Coming soon Notifications (the bell): new applications, funding alerts and other items that need your attention. Use Mark all read to clear them. See Notifications.
• A- / A / A+ change the text size.
• Your account menu has Password Management and Logout.
• Inside a group's Banking, Applications or plan pages, Back to Group returns you to the group.

#Your groups

The Groups list shows every group you work with. Search by name or ID, filter by status, and click a group to open it. The main menu also has Dashboard (approvals) and Reports; brokers also see User Management and Quoting.

#Adding a group (brokers)

Press + Add Group, choose Regular (group plans) or ICHRA, then Proceed. Abra walks you through the group's sections in order. Use Save & Next to move on, or Save to come back later.

#Ending a group (brokers) Coming soon

Use the action icons on the group's row in the Groups list:

• A draft group can be deleted. Abra asks you to confirm, naming the group.
• Any other group is terminated, not deleted, so its history is kept. Press Terminate group and confirm.

Group admins don't see these icons. On Group Information, "Group is Terminated" is read-only; to end a group, use Terminate on the Groups list. Only Abra support can restore a terminated group.

#Easier to use Coming soon

• The top navigation, the Groups list (open a group, sort a column) and the employee enrollment steps all work with the keyboard: Tab to move, Enter or Space to choose. The A- / A / A+ text-size buttons do too.
• Screen readers hear which page or step is current, how a list is sorted, and errors as they appear. Close buttons on pop-up windows are real buttons labelled "Close".
• Enrollment progress on the Employees list shows as words (Started, Completed) next to the coloured dot.
• Coming soon If a save fails, Abra says so and keeps the form open with your entries. If a list or page can't load, it shows "Couldn't load …" with a Retry button instead of an empty table.
• Coming soon If you try to leave Group Information or ICHRA with edits you haven't saved, Abra asks before you go.

#The sections of a group

A group's page lists its sections down the left side. ICHRA groups have three extra sections.