Whether you’re a long-time ALEX fan or a new friend, you know that benefits are as complex as the people who use them.
From onboarding to major life changes to planning for retirement, your employees face decisions that impact their health, finances, and families year-round. ALEX is built to meet your people at every stage of life—delivering the clarity and confidence they need to make smart benefits decisions. But with so much support packed in, it can be hard to see just how far that help goes.
So, let’s break it down. Here are three real-life journeys—and the many ways ALEX shows up to provide clear, unbiased guidance every step of the way.
A millennial weighing options during open enrollment while thinking about growing her family
A 64-year-old newlywed adding his spouse to his plan and eyeing retirement
Gen Z new hire trying to make sense of their first-ever benefits package
Meet Sonia (she/her):
Open enrollment + family building
Sonia is a millennial mom who’s been with her company for five years. She’s juggling a lot, including:
- Expanding her family
- Choosing the right health plan between her and her wife’s coverage
- Making sure her 6-year-old with diabetes has access to the care she needs
Here’s how ALEX supports her along the way:
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Navigating Open Enrollment: Family Plan Comparison
With ALEX ID, Sonia can securely reference personalized info from past years to make this year’s decisions faster and easier.
She turns to ALEX Benefits Counselor to understand what’s changed with her plans and supplemental benefits.
And because her wife recently started a new job, Sonia uses the Family Comparison Tool to stack both employers’ plans side by side. With help from ALEX, she reviews their past healthcare spending and chooses the best option for the year ahead.
Want to see how ALEX blends claims data, AI, and behavioral science to offer recommendations that mirror how people actually think and feel?
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Preparing for family expansion: Leave Management and Hospital Indemnity
Planning for baby #2, Sonia and her wife enrolled in a Hospital Indemnity plan, which was explained clearly during open enrollment and the Voluntary Benefits module.
ALEX makes sense of voluntary benefits like hospital indemnity insurance and more.
When it’s time to plan her parental leave, Sonia turns to Leave Management powered by Aidora to understand her options: how much time off she gets, how to file paperwork, and what her pay will look like.
Turn chaos into clarity with Leave Management powered by Aidora.
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Diabetes care, simplified: ALEX ID and Teladoc
Throughout the year, Sonia receives timely messages via ALEX ID emails and texts, breaking down how and when to use Teladoc for her six-year-old daughter’s diabetes care. When questions come up about coverage or specialist bills, Ask ALEX is there with clear, on-demand answers to help her feel confident and in control.
Meet Harvey (he/him):
Qualifying life event + retirement planning
Harvey has a lot to celebrate; he’s a 64-year-old employee, and here’s what’s on his radar:
- He’s getting remarried (Congrats, buddy!)
- Thinking ahead to retirement
- Preparing for Medicare eligibility
Here’s how ALEX supports him during this pivotal life stage:
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QLE: Adding a spouse with ALEX GO
It’s been decades since Harvey navigated a qualifying life event. Now, with his upcoming marriage, he needs help adding his new spouse to his plan. ALEX GO offers clear, step-by-step guidance to walk him through the process—no guesswork, no stress.
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Retirement on the horizon: Boosting financial confidence with Ask ALEX & Medical Cost Forecasting
With retirement a few years away, Harvey wants to make sure he’s truly ready. He uses Ask ALEX to ask questions about his retirement accounts and current coverage, then leans on Medical Cost Forecasting to better understand potential future expenses and optimize his planning.
Understanding Medicare: Unbiased and on-demand education with ALEX
As he approaches Medicare eligibility, Harvey turns to ALEX for straightforward, unbiased education on how employer-sponsored insurance works alongside Medicare—and which path makes the most sense for his needs.
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The retirement transition: Offboarding Resources
When it’s time to retire, Harvey uses ALEX’s Offboarding Resources to stay on track. With helpful videos, explainers, and timely email nudges, he knows what to do with his FSA and HSA, when to access retirement funds, and how to make a smooth transition.
Meet Taylor (they/them):
New Hire + Onboarding
Taylor just landed their first job out of college—🎉 big milestone! Until now, they’ve been on a parent’s insurance plan, so they’re navigating a lot of firsts:
- Onboarding into a full-time role
- Choosing the right, cost-effective healthcare
- Finding mental health support for themself and coverage for their beloved pug, Winston
Here’s how ALEX helps make it all less overwhelming:
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Welcome aboard: Onboarding resources
Even before day one, Taylor receives a personalized New Hire Sneak Peek video—a short, engaging overview of their benefits so they know exactly what to expect when they join the team.
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Choosing a first healthcare plan: Benefits Counselor + No-Deductible
ALEX Benefits Counselor walks Taylor through each benefit option in a personalized, jargon-free experience, taking their health, financial situation, and goals into account.
They start exploring HDHP + HSA options, using ALEX to forecast potential contributions. Taylor’s company offers a No-Deductible Plan (like SimplePay, Surest, or Coupe), which is a new type of health plan for them. They use ALEX to compare estimated costs across their options to see what fits best for their needs (and budget).
When training pulls them away mid-decision, Taylor signs up for ALEX ID to save progress and pick up later, right where they left off.
And yes—Winston’s covered too. Taylor walks through the Voluntary Benefits section and immediately enrolls in Pet Insurance.
Curious how no-deductible plans stack up—and who they’re great for?
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Mental health support: ALEX ID Messaging and Talkspace
As Taylor settles into their new role, they use Ask ALEX to learn more about their mental health benefits and Employee Assistance Program (EAP).
And throughout the year, ALEX ID keeps them in the loop during the moments that matter most, offering timely reminders and mental health resources like Talkspace.
Confidence for your people. Time back for you.
As an HR pro, you’re supporting employees with wildly different needs and questions throughout the year. ALEX helps each person feel confident in their benefits, no matter their life stage, while saving you time, energy, and inbox space.
It’s year-round support that scales with your workforce—and shows your people they’re truly cared for.
