General
Reordering Modules/Benefits
It's very simple to reorder how benefit modules appear in the ALEX menu. In Builder, head to Product Settings>>Benefits Counselor/ALEX Go>>Settings>>...
How to Duplicate a Plan
If you have similar or almost identical plans, you can duplicate one of them so that you don't have to start from scratch. You can just make the neces...
How to Delete a Plan
Click the three dots next to the plan along the menu. Click delete.
What is ALEX ID?
ALEX ID allows users to create an account so that ALEX can remember and save their information year over year. This feature also allows ALEX to messa...
The basics of filling in plan data
Toggles are how we refer to the configurable fields throughout ALEX Builder. They come in three general types: These toggles allow you to type directl...
Adding/Removing Benefits Modules
Click on Enable Products/Modules Click on Benefits Counselor/ALEX Go to open up the list of modules. Check/uncheck benefits to add/remove them from...