Brokers & Consultants

Trusted by employers. Backed by data. Delivered by you.

ALEX is benefits software for brokers that delivers clarity, confidence, and better decisions—without more work on your end.

employees trust ALEX to make benefits and savings choices

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of employees have a better understanding of their benefits with ALEX

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saved by HR teams who use ALEX

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Extend your value across the full benefits lifecycle.

Onboarding & Offboarding

In a volatile market, clients are hiring—and exiting—fast. ALEX is benefits software for brokers that provides clear benefits guidance for an employee’s first and last day.

Open Enrollment

You can’t be at every open enrollment onsite. Backed by claims data, ALEX provides personalized guidance for core and voluntary benefits, so you can deliver value, even when you’re not in the room.

Benefits Communication

Your clients need year-round support. ALEX delivers timely education and AI-powered answers—so employees get what they need, and your phone only rings for the big stuff.

Medicare & Retirement

Retirement and Medicare are complicated. ALEX helps employees get it right, so you can be the benefits broker to offer expert support without added complexity.

More time for strategy.
Less time spent explaining benefits.

Drive results with smarter voluntary benefits education.

Employees won’t choose what they don’t understand. ALEX breaks down voluntary benefits—from pet insurance to hospital indemnity—so more people enroll, and your client sees more ROI.

Easy to implement. Even easier to customize.

The last thing you need is another complicated rollout. ALEX is simple to set up, easy to tailor by client or plan, and built to fit into your workflow—not slow it down.

Simplify retirement guidance for aging workforces.

Clients turn to you for retirement expertise. ALEX offers clear, unbiased guidance on Medicare and financial planning—so employees feel ready, and you’re the benefits broker that’s one step ahead.

Our roster of broker & consultant partners

Case Study

A broker helped their nonprofit client exceed adoption goals with a new HDHP, resulting in 96% of employees having a better understanding of their benefits.

Marsh & McLennan Agency with a nonprofit client