ALEX Benefits Counselor
ALEX Benefits Counselor is an interactive benefits decision-support platform that simulates a real conversation: asking questions, remembering answers, and delivering personalized guidance with a bit of personality. It's used by 1,500+ companies and reaches more than 18 million employees, including 114 of the Fortune 500 and two-fifths of the 25 largest companies in the U.S.
Role
Interactive Design, Motion & Media Production, UX Flow
Team
Cross-functional — Product, Engineering, Sound Design, QA
Client
Jellyvision (ALEX Benefits Counselor)
Type
Interactive & eLearning, HR Tech
Year
2014–2019
Challenge
Benefits decisions are confusing, high-stakes, and easy to disengage from. ALEX needed to guide millions of employees across wildly different companies, plans, and life situations through complex financial and healthcare choices, without feeling like a form, a wall of text, or a generic FAQ.
Approach
I designed and produced interactive moments within Jellyvision's proprietary conversation engine, arranging audio, text, art, and motion so each exchange felt like a natural, well-paced conversation instead of a static tool. I also helped manage the underlying conditional logic so each user's path adapted to their own answers, delivering a personalized experience at real scale, not just a branching quiz.
I worked cross-functionally with product owners, creative directors, sound designers, and engineers to plan and ship new features and creative updates, coordinating directly with engineering on data integration and with QA on bug review. As part of the Media Production review team, I also audited client customizations during open enrollment to protect quality across every deployment.
One representative project: in 2019, I helped re-script and redesign the Tax Savings module, which explains HSA/FSA basics and calculates contribution recommendations, partnering with the creative team on the art concept from the ground up, with the goal of raising employee HSA/FSA participation.
I also worked across major technical evolutions of the product, including a responsive mobile redesign and the transition to a fully HTML5/Canvas web app.
Impact
My work contributed to a platform that today reaches 18M+ employees across 1,500+ companies, including 114 Fortune 500 organizations, making it one of the highest-scale interactive products in the benefits space. On the Tax Savings module, the redesign was built around a clear goal: make the HSA/FSA math, and the stakes, clear at a glance, to help drive stronger enrollment participation.
Medical Plan Cost & Comparison
A screen-capture walkthrough of the medical plan cost comparison moment, one of the core interactions I designed to help employees compare plans in plain language.

Tax Savings Module
The redesigned HSA/FSA explainer and contribution calculator, rebuilt in 2019 to raise participation by making the math, and the stakes, clear at a glance.

Millions of Conversations, One at a Time
The ALEX work reflects the same throughline as the rest of my portfolio: take something complicated (benefits, finances, healthcare) and make it feel like a conversation with someone who gets it, at a scale of millions.