Case Study | Ferguson

Ferguson’s Struggle to Get the Message Out


Wholesale Distribution


23,000 Benefits-eligible Associates in 1,400 locations


PPO (2) and CDHP with HSA

Thanks to ALEX:

  • Ferguson could consistently communicate the benefits of their new CHDP plan to 23,000 employees across 1,400 locations
  • Ferguson employees could see if the new plan would save them money—which it did (77% of the time across over 17,000 visits)
  • The Ferguson benefits team was able to double their initial CDHP migration goal

The Problem:

The Ferguson benefits team was replacing a popular PPO plan with a consumer-driven health plan (with an HSA), but didn’t have an effective system in place to provide a consistent explanation of the change to their 23,000 associates spread across 1,400 locations.

The Plan:

To hit their migration goals, Ferguson needed a clear, consistent message that could reach every employee. Ferguson got ALEX to explain the new CDHP plan, and to demonstrate the plan’s value with cost comparisons based on each employee’s medical needs. Then Ferguson worked with Jellyvision to craft a promotion campaign involving email, postcards, live demos, and a video featuring the Ferguson CEO.

The Outcome:

After reaching out to 23,000 employees, ALEX received 17,644 total visits—and during those visits the CDHP plan was recommended as the lowest cost option 77% of the time. The Ferguson benefits team was able to more than double their initial migration goal.

“I honestly don’t believe we would have had the migration that we had into our CDHP without ALEX. There just would not have been a way to effectively communicate the numbers behind why this plan might be beneficial for you without ALEX’s help.”

Beth Tellier

Benefits Analyst; Ferguson

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