Employee groups & allowances
Contribution design stays attached to the case — not buried in last year’s file.
Module · Workspace
Broker workspace — open cases, average allowance, and class design in one view.
The living home for every CHOICE Arrangement
Workspace keeps employee groups, allowances, documents, and broker–employer collaboration in one place — from first intake through renewal. Built for CHOICE Arrangements (formerly ICHRA).
What Workspace holds
Case continuity without spreadsheet chaos
Documents & notes
Keep the arrangement’s working files where brokers and employers both look.
Collaboration
Shared context for partners and benefits teams across the life cycle.
Renewals
Update employee groups and education instead of starting the entire book over from scratch.
Open the Workspace demo
Open the workspace demo — Workspace is the home for every CHOICE Arrangement case.