HSAs are still new and education is paramount. We have found that properly educating consumers and employers on HSAs makes them much happier with their HSA and more effective too. Too often the financial institution is the one that gets blamed when a customer says “someone should have told me that.” We make this easier for you by offering the following:
EDUCATION FOR HSA OWNERS AND EMPLOYERS
HSA Employer Guide. This is our comprehensive guide to educate employers on HSAs. The tool provides a tremendous amount of information for employers – tough to find for HSAs. The Employer Guide will set your financial institution apart.
HSA Guide. The HSA guide is our comprehensive guide for employees and individual consumers of HSAs.
HSA Overview Our tri-fold brochure explains the basics of HSAs in a colorful easy-to-digest format.
E-Mail Service for HSA Owners. Our e-mail service provides a monthly e-mail for you to send your HSA clients. We provide the content, you send the e-mail. (We can send it for you if you like). Our experience tells us that it’s tough for a person new to HSAs to understand everything right away. Accordingly, we draft and send a monthly e-mail on a key point for HSAs. Customer satisfaction and e-mail open rate have been very high and we've experienced a very low opt-out rate. Some title examples include: How to Add More Money to Your HSA, Show Insurance Card to Track Deductibles, Get the Most from Your HSA, Save Your Medical Receipts, and Top 5 Inside Tips for Using Your HSA.
Complete HSA Web site. We designed our web site to enhance learning and education with all of our material on the web site along with Frequently Asked Questions. We customize the website with your Financial Institution logo in the top right-hand corner. We link our HSA website to your Financial Institution Website.
Qualified Medical Expense Listing This popular worksheet lists both eligible medical expenses and those that are not eligible.
Top 20 Reasons to Open an HSA A quick list of the most significant features of an HSA.
EDUCATION FOR FINANCIAL INSTITUTION EMPLOYEES
HSA Training Seminars. HSA Authority can provide an on-site HSA training for financial institution employees or do a custom webinar. Our webinars are also available through Bankersonline.com.
E-Mail Service for Financial Institutions. We send a FREE monthly e-mail newsletter designed to enhance understanding and effectiveness in HSAs. This newsletter is more in-depth than the customer e-mail and provides more technical assistance. This email also includes regulation updates.
Pricing- All of our products are sold on Bankersonline.com