Key Considerations for HSA Success: Once a client’s employees select an HSA plan:

• Help them plan for health care costs; Encourage use of decision support tools/saving calculators
• Make information available early in the process
• Encourage employees to talk with their doctor regarding CDHP
• Address knowledge gaps among employees

How these tactics benefit you, the broker:

• Viewed as a thought leader
• You provide additional value to your client, cementing the relationship
• Enhances your existing offerings
• Higher client retention rates
• Win more business