How to Set Up EXPLORE Modules

Once your iJoin account is licensed for EXPLORE, you can enable this feature across any number of plans in your system. When enabled for a plan, the functionality becomes an integrated component of your iJoin user experience without the need to install or maintain an additional product.

1. Navigate to the plan you wish to configure for EXPLORE.
   1. Please note: you can establish EXPLORE settings across multiple plans at one time by going to settings / batch update and selecting the applicable fields for updating.
2. Make sure that Explore is enabled on the plan as shown here under experience setup.
3. Next, go to the explore modules tab.
   1. This is where you may enable or disable any specific module of the explorer tool.
   2. Financial coach provides the ability for the participant to schedule one on one meetings with a financial coach through a configurable branded calendar control link.
      1. Enter the display name and URLs for the intended financial coaching logo and calendar scheduling system.
   3. Enable or disable the GoalPath Financial Coach option as desired.
   4. The next toggle, income protection analysis, offers a brief exercise that will gauge the user’s overall life insurance policy needs.
      1. You can configure configure contact information to display for policy purchasing options at the end of the experience.
      2. Selecting the enable policy purchasing option provides the user the ability to be seamlessly transferred to the designated third party provider.
   5. The next available module is Emergency Funds, that assists the user in determining their specific emergency needs.
      1. Select enable action plan suggestions through EvoShare if you want to enable transfer to the evo experience.
   6. Social Security Optimizer assists the user in optimizing the timing of when to begin taking social security benefits.
      1. This feature is only available to those participants age fifty or older.
   7. The debt consolidation module assists the participant in assessing their existing debt, credit cards, personal loans, etcetera, and model what a loan consolidation option can do for them.
      1. Enable consolidation options through LightStream provides the user the ability to seamlessly transfer to the designated third party provider, where they will be able to shop for consolidated loans.
   8. The Estate Planning module assists the participant in getting suggestions and provides a gateway to professional help with determining which legal documents are most appropriate for their personal circumstance.
      1. Select enable estate plan purchasing option through EPNavigator if you want to enable transfer to the estate plan navigator experience.
   9. The forecasting college cost module will allow a user to model one or more scenarios in which they will be covering varying levels of college costs.
   10. The First Savings Dollar / Savings Sequence can be enabled or disabled for EXPLORE.
   11. Please note that the remaining modules (coming soon) will be iteratively rolled out as the functionality becomes available.
4. Don’t forget to save your changes at the bottom of the page.