Brokers and consultants

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Solve your clients’ need for data- and analytics-driven health account solutions with our HSAs, FSAs and HRAs.

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How we help

Health savings accounts

One of the nation’s leading HSA providers, we can help consumers make the most of their accounts while lowering administrative costs.

HSA INFORMATION:

Learn about HSAs
Proprietary five stages of health saving and spending
Continually evolving our digital solutions to provide a best-in-class digital experience
Educational videos, webinars and engaging employee communications

Flexible spending accounts

With 30 years of national account administration experience, we know how to make offering an FSA easy for employers.

FSA INFORMATION:

Learn about FSAs
Compatible with any health plan
Customizable education, enrollment materials
Ability to add or drop features as business benefits change
Convenient claims and reimbursement process

Health reimbursement accounts

Enable your clients to offer engaging incentives that help employees offset expenses not paid for by their health plan.

HRA INFORMATION:

Learn about HRAs
One-on-one support from an implementation manager
Automated reports to track benefit program
Self-service website and mobile app for employees to manage their accounts
Customizable program

I’ve been in the industry… and this is the best experience I have had.
– Optum Bank account holder

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Resource library

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Take the Health Savings Checkup

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Find out about the purpose of an HSA and how it works

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Explore the top 10 things you can do to maximize your HSA

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