Adding Premium Eligibility

Do you have multiple employee groups who pay different rates to be on the same plan? Biweekly vs. monthly paychecks? If so, this guide is for you! Premium eligibility questions will be asked at the beginning of the ALEX conversation along with the standard questions to determine which premiums employees should see.

Hallie Kaplan
15 steps
60 seconds

Myalex

Head to your plan that needs premium eligibility.

Click on "Premiums".

Click "add a new premium group"

Use the "pencil" and "check" icons to edit the premium group names to reflect that premium’s criteria (biweekly/monthly employees, full-time/part-time employees, etc). \ \ This is just an internal label for your convenience. Employees will not see the names you create in Builder!

Next you'll add an eligibility question to each premium group. The answers to this question will route users to their corresponding premium rate.\ \ To do this, click "add an eligibility question" at the bottom of each premium group. If you don't see an applicable pre-written question from the dropdown, you'll click "+New eligibility question" at the bottom to create a question that applies to these premium groups.

Create your question and add in your choices.

Click the check mark once complete.

Finally, click on the choice that makes each group eligible. For the monthly group, we have selected the option "monthly".

Set the premium contribution frequency and annual premium amounts.

Repeat this process for all premium groups and then pat yourself on the back!