Implementing Medicare

Edited

Click here for click-by-click instructions with screenshots of each step or read on for the key points...


ALEX Medicare is a separate product (URL) available as part of the ALEX platform at no extra cost. It can be implemented within the same configuration as ALEX Benefits Counselor/ALEX Go and the Sneak peek videos.

  1. Navigate to Enable Products/Modules and make sure Medicare is toggled on.

  2. You can add a company logo to Medicare under Product Settings>>Medicare>>Settings

  3. After that you're ready to Launch! Head to URLs/Publish and click on "Medicare" to reveal it's Launch button.

  4. Hit "Launch" and you'll receive the direct Medicare link in your inbox within a few minutes.

Once you've launched Benefits Counselor/ALEX Go, a linkout to Medicare will be present in that ALEX conversation as well.

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