Product

Three modules. One workspace for CHOICE Arrangements.

DefinedChoice combines Workspace, Proposal, and Guide so brokers and employers can design, decide, and educate around CHOICE Arrangements (formerly ICHRA) without rebuilding the process every time.

DefinedChoice product walkthrough: Workspace, Proposal, and Guide modules for CHOICE Arrangements
Modules

Start where the case needs you

Workspace UI — CHOICE Arrangement cases and allowances for brokers
W

Workspace

The living home for every CHOICE Arrangement: employee groups, allowances, documents, and broker–employer collaboration from intake through renewal.

Explore Workspace →
Proposal UI — employer package with cost comparison for CHOICE Arrangements
P

Proposal

Turn design into a decision-ready package — narrative, math, and next steps leadership can act on.

Explore Proposal →
Guide UI — employees shopping individual coverage with employer allowance
G

Guide

Employee-facing education so defined contribution and individual coverage feel clear on day one and at renewal.

Explore Guide →
How brokers use it

Design → propose → guide

One workspace for the full CHOICE Arrangement life cycle — from first conversation to renewal.

Design

Intake, eligibility framing, allowances, and employee groups in Workspace.

Propose

Decision-ready packages for employers evaluating defined contribution.

Guide

Employee education, then ongoing renewal and collaboration.

How it works → · Software overview →

See the product in action

Open the workspace demo or request a quote for your book or benefits team.