Design the allowance
Capture employer goals and the employee list. Set employee groups and monthly amounts with clear employee cost examples.
Workspace demo
Demo overview — Design the allowance, build the proposal, and guide employees in one sample case.
Open the DefinedChoice workspace demo
See how DefinedChoice helps brokers design and run CHOICE Arrangements (formerly ICHRA): set the employer allowance, build the proposal, and guide employees as they shop individual coverage. Take a guided look at the product and see how the pieces work together.
Guided walkthrough
What brokers see in the demo
Explore the workspace experience, then request a quote for access.
Step 1
Design in Workspace
Set employee groups and monthly amounts. See open cases and allowance totals at a glance.
Step 2
Propose with confidence
Package savings narrative, math, and next steps so leadership can decide.
Step 3
Guide employees
Show the allowance and help people shop individual coverage that fits.
Build the proposal
Package narrative, math, and compliance context so decision-makers can act — without rebuilding the deck.
Guide & keep it live
Educate employees on the allowance and shopping individual coverage. Manage renewals and employee-group changes in Workspace.
Who this demo is for
Brokers, employers, and partners
Brokers
See how cases move from qualify → propose → service without spreadsheet chaos.
For brokers →Employers
Preview allowance design, proposal review, and employee education before you commit.
For employers →Product deep-dive
Explore Workspace, Proposal, and Guide modules in more detail.
Product overview →
Next step
Ready for a live session?
After the walkthrough, request a quote so we can scope access for your agency book or benefits team. Questions? Email hello@definedchoice.com.
Ready for access?
Tell us about your book or employer size — we will follow up with scoped pricing and next steps.