Case Study: USI achieves 10% enrollment in accident insurance with ALEX

USI drives 10% accident insurance enrollment with ALEX

USI, a large insurance brokerage firm, faced the challenge of helping a financial services client increase enrollment in a new voluntary accident insurance plan during a passive open enrollment. With very little time to present the new benefit in traditional meetings, they struggled to communicate its value effectively. USI partnered with vendor ALEX and implemented its ALEX Essentials platform to address this problem.

Using ALEX Builder, USI quickly configured the tool for the client's benefits. They integrated ALEX into their enrollment process, allowing employees to get personalized examples and review their choices. This solution from ALEX drove significant results: 67% of the workforce used the tool, and it helped achieve the 10% enrollment goal for the new accident insurance plan. The success led Sun Life to cover ALEX's cost, and USI plans to expand its use of ALEX for other product lines.

USI