Case Study | Montgomery College

How Montgomery College Communicated a Benefits Changeup




1,900 benefits-eligible employees


PPO, POS, HDHP with HSA (new)

Thanks to ALEX:

  • 96% of surveyed users found the explanation of the medical plans helpful
  • 95% of surveyed users found the tax savings explanation of HSAs to be helpful
  • Montgomery College was able to easily communicate a major change to everyone

The Problem:

Montgomery College was making big changes to their benefits. They were going to eliminate a PPO plan for future hires, change the college’s Point-of-service plan, and roll out a new High-deductible Health Plan with a Health Savings Account. They had to communicate all these changes in an easy way that highlighted the value of the new options, but in the past they’d struggled to arrange in-person sessions that worked with every employee’s class schedule.

The Plan:

Montgomery College brought in ALEX to explain the changes and highlight the tax savings of the Health Savings Account. ALEX explained it all in simple, plainspoken English, and calculated how much each health plan might cost the employee based on their estimated medical usage. And because ALEX was available online, around-the-clock, every member of Montgomery College’s diverse workforce could learn about their benefits when it suited their schedule.

The Outcome:

ALEX received a glowing report card from Montgomery college. 96% of surveyed users found the medical module to be helpful, and 95% said they found the tax savings module, where ALEX explained their new HSAs, to be helpful as well. “ALEX was just phenomenal,” said Karen Bass, Human Resources Manager. “He broke it down in an easy way and communicated the value to someone who might want to participate in that plan.”

“Before ALEX, a lot of the feedback we’d get about benefits communication from faculty included things like, ‘You always do things when I’m in class.’ We don’t have that problem any longer. ALEX is available 24/7.”

Karen Bass

Human Resources Manager, Montgomery College

“Delightful and informative. Made much more sense of the plan I’d chosen and why it works.”

Employee, Montgomery College

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