ALEX by Jellyvision review for benefits brokers: pricing, carrier feeds and enrollment
ALEX by Jellyvision walks employees through their benefits and suggests plans from claims data and their own answers. ALEX Home adds enrollment and sends elections on to carriers and payroll.
Packages are quoted. Extra setup rounds have published fees.
- Best for
- Brokers and consultants who want clients' employees to understand their plans before they enroll
- Type
- Decision support, with enrollment in ALEX Home
- Price
- Quote only. Extra setup rounds cost $5,000 each
- Who pays
- The customer on the work order
- Carrier feeds
- ALEX Home sends elections by API or data file
- ACA and COBRA
- Neither. Offboarding guides explain COBRA to departing staff
- Demo or trial
- Demo on request
Our take
ALEX suits a broker who wants employees to choose better, not a full administration system. It explains trade-offs in plain language and runs on phones in English or Spanish.
ALEX Home is new, so check its carrier feeds closely. Gather plan details before setup starts, because extra review rounds are billed.
Pros
- Detailed plan advice with optional personal claims
- Can launch in as few as 10 days
- Public contract with clear fees
- Platforms can embed it under their own brand
Cons
- Setup rounds past the included number are billed
- No ACA or COBRA administration
- Publishes no BAA
- Enrollment product launched only in 2026
Plans and pricing
- How it's priced
- By quote, with fees set in each work order
- Packages
- ALEX Fundamentals, Essentials and Advanced, plus ALEX Home for enrollment
- Included setup rounds
- Three on Fundamentals and Essentials. Four on Advanced
| Fee | Amount | Who pays |
|---|---|---|
| Extra or rush setup round | $5,000 a round | The customer |
| Extra launch of a preview video | $5,000 a launch | The customer |
| Extra or rush campaign round | $3,000 a round | The customer |
| Late payment | 1.5% a month | The customer |
A setup round is a draft on a test site for you to check. Fees as of October 2026.
Who buys it and who pays
- Who buys it
- Employers, brokers, consultants, carriers and benefits platforms
- Who pays
- The customer named on the work order
- Platform partners
- Can embed ALEX by API under its name or their own brand, or link to it by single sign-on (SSO, one login for both systems)
Decision support
- Formats
- ALEX Benefits Counselor, ALEX Go on phones in English or Spanish and Ask ALEX chat
- What it uses
- Group claims, expected care, money readiness, risk comfort, family, doctor choice and drug budgets. Personal claims are optional
- What employees see
- A suggested plan, yearly and monthly cost estimates, HSA advice and plain-language trade-offs
- Since April 2026
- Shows an existing HSA balance next to each plan and explains HRAs that reward good providers
ALEX's user terms say it summarizes benefits and the plan documents control.
Enrollment and administration
ALEX Home, launched in April 2026, adds census upload, eligibility groups, enrollment and messages to ALEX. Existing ALEX clients can add it without a forced move.
What ALEX Home does
- New hire, life event and open enrollment
- Plans and content by eligibility group
- Messages sent based on enrollment activity
- Dashboards for HR and brokers
Carrier connections
| Carrier or feed | Type | Direction |
|---|---|---|
| Carriers | API or EDI files | To the carrier |
Ask which carriers ALEX Home already connects to and who builds each feed.
Payroll and HR connections
| Connects to | What moves | Direction | How |
|---|---|---|---|
| HR system | Employee and company data, refreshed daily | Into ALEX Home | API |
| Payroll | Elections | To payroll | API |
Getting started
Plan check
Jellyvision reviews your plans for fit. If they don't work, it can cancel and refund within 30 days.
Send plan data and logos
Jellyvision enters the plans for you.
Review each round
Clients usually reply in three to four business days.
Launch
Jellyvision says ALEX can go live in as few as 10 days.
Your data and broker changes
- Who owns the data
- You keep the plan data and logos you supply
- When the contract ends
- Jellyvision returns your materials
- Backups
- Keep your own. Jellyvision takes no responsibility for lost data
- De-identified data
- Jellyvision can use it for research it shares with others
Security and HIPAA
HIPAA
Jellyvision's security page says it is HIPAA compliant. Its privacy policy says the service isn't subject to HIPAA. Don't send claims or health answers until Jellyvision confirms in writing whether it will sign a BAA (business associate agreement).
Security
- SOC 2
- Internal security audits
- Public trust center
Contract terms
- Term
- One year, renewing each year
- Notice
- 60 days before the term ends
- Leaving early
- Allowed, but fees for active orders stay due
- Payment
- Invoices due in 30 days
- Liability cap
- Fees for the current 12 months
From the public ALEX Subscription Agreement for orders since May 2023. A signed agreement can replace it.
ALEX by Jellyvision alternatives
- NayyaQuote only. Carriers can fund itRecommends a bundle of benefits from health and money data
- BriteQuote onlyBrokers build branded guides with a simple plan picker
- Benefitfocus BenefitplaceQuote onlyDecision support plus full enrollment and compliance
- EmpyreanQuote onlyClaims-based plan picks inside enterprise administration
See every option in employee benefits software.
Frequently asked questions
How much does ALEX cost?
Packages are quoted. Setup rounds beyond those included cost $5,000 each.
How do I cancel ALEX?
Give written notice 60 days before the yearly term ends. Fees on active orders remain due.
Does ALEX handle enrollment?
Yes, through ALEX Home, which sends elections to carriers and payroll.
Will Jellyvision sign a BAA?
It doesn't publish one, and its privacy policy says the service falls outside HIPAA. Get a written answer before sharing claims or health answers.
How we researched this review. We based this review on the terms and product pages published by ALEX by Jellyvision, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ALEX by Jellyvision quit selling or a contract term that reads different now, let us know and send the link to the page where ALEX by Jellyvision has it. Somebody here pulls up that page and checks it before we change anything on ours.