Unraveling The CHOICE Arrangement: Higher Retention Without the Extra Admin
The CHOICE Arrangement Without the Administrative Headache: A Smarter Play for Client Retention
Open enrollment is stressful and each year, it becomes more complicated. Your clients deal with rising premiums, fragmented employee engagement and growing pressure to find alternatives that work. A well-administered Custom Health Option and Individual Care Expense (CHOICE Arrangement) plan can give your clients the flexibility they're asking for while growing your book of business.
But here's the catch most brokers already know: the administrative lift can be a dealbreaker. Between complex affordability calculations, substantiation requirements and high-risk Affordable Care Act (ACA) reporting, it's easy to end up acting as a de facto plan administrator—a role you didn't sign up for.
Watch Joe Rogers, RHU, Regional VP – West of Benefit Services and Jack Barteck, Channel Development Manager, Benefit Services at isolved, in this podcast-style conversation on how isolved combines world-class HR and payroll technology with deep CHOICE Arrangement expertise.
In this webinar, you'll learn:
A clear framework for positioning the CHOICE Arrangement as a retention tool instead of a replacement for group coverage
Where the CHOICE Arrangement's compliance complexity lives and who should be handling it
Effective talking points for renewal conversations, especially for rate hikes or participation issues
Watch on-demand
Please Note: This webinar was recorded prior to September 3, 2026, when "ICHRA" was officially renamed the "CHOICE Arrangement". References to "ICHRA" throughout the recording and slide presentation reflect the name in use at the time. Downloadable resources have been updated to reflect the current terminology.
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