HSA Success

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