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