Case Study: Morningstar engages employees and boosts benefits understanding with ALEX

Morningstar gets 100% helpful benefits guidance with ALEX

Morningstar, a financial services firm, faced the challenge of communicating benefits to its smart, technologically savvy, and skeptical workforce. Their employees lacked the time for lengthy presentations and the patience for generic materials. To address this, Morningstar implemented ALEX, a benefits communication tool from Jellyvision, to deliver personalized guidance.

Using ALEX’s conversational and occasionally humorous approach, employees received tailored plan recommendations in about 10 minutes. The solution achieved astounding engagement, with 100% of surveyed employees finding ALEX’s medical plan explanations helpful and 96% finding the entire module helpful. This saved the HR team hours on presentations and allowed employees to focus on other priorities. ALEX successfully guided the workforce to the benefits that were right for their individual needs.

Morningstar