Qualify faster
Frame whether a CHOICE Arrangement fits versus traditional group medical — with the employee list, employee-group design, and employer goals captured up front.
For brokers
Win and service CHOICE Arrangement cases — without rebuilding the deck
DefinedChoice gives brokers a repeatable workspace for CHOICE Arrangements (formerly ICHRA): intake, allowance design, decision-ready proposals, and employee education through renewal.
Practice growth
Built to win — and keep — CHOICE cases
Move from first conversation to a live arrangement with one clear workflow. Less spreadsheet chaos, clearer stories for decision-makers, and a book you can renew.
Propose with confidence
Package allowance design, savings narrative, and compliance context into a decision-ready proposal employers can act on.
Service the book
Keep employee groups, documents, and renewals in one workspace so every case stays current — not trapped in last year’s deck.
Broker workspace
Your book of CHOICE cases, in one dashboard
Track open cases, employee groups, and monthly allowances without rebuilding spreadsheets for every employer.
Product modules
Workspace, Proposal, and Guide — your daily toolkit
Three modules in one platform. Start where the case needs you; stay consistent across every employer you place.
Workspace
The living home for every CHOICE Arrangement: employee groups, allowances, documents, and broker–employer collaboration from intake through renewal.
Explore Workspace →
Proposal
Turn design into a sellable package — narrative, math, and next steps that help decision-makers say yes without another custom deck rebuild.
Explore Proposal →
Guide
Employee-facing education so defined contribution and individual coverage feel clear on day one and at renewal — reducing inbound confusion for your team.
Explore Guide →
Why brokers use DefinedChoice
A repeatable workflow for defined contribution benefits
CHOICE Arrangements (formerly ICHRA) reward brokers who can design, explain, and renew — not just quote a group plan. DefinedChoice is built for that workflow.
One path, every case
Case → Design → Proposal → Guide → Workspace. Same layers every time so juniors and partners run a consistent process.
Client-ready storytelling
Explain group vs. defined contribution clearly, then put numbers and next steps in front of CFOs and HR without starting from a blank slide.
Education that scales
Guide employees through how the allowance works and how to shop individual coverage — so you’re not the only voice answering the same questions.
Renewal-ready book
Keep arrangements live: employee-group changes, documents, and collaboration stay in the workspace instead of scattered email threads.
Educational framing
Talk CHOICE Arrangements with clarity
Use the same educational language with employers and employees: a CHOICE Arrangement (formerly ICHRA) lets employers set a defined contribution toward individual coverage people choose — instead of one group medical plan for everyone.
What is CHOICE / ICHRA?
Core concepts, eligibility framing, and how defined contribution differs from traditional group medical.
Read the explainer →CHOICE vs. group
Side-by-side topics brokers use in discovery: cost control, choice, geography, and admin focus.
Compare models →How it works
End-to-end flow from case intake through employee guide and ongoing workspace.
See the flow →Open the broker workspace demo
Open the workspace demo for a sample CHOICE Arrangement case, or request a quote for your agency book.