Health Savings Accounts can represent significant benefits to the employer and employees alike. The key to success is employee's understanding and management of their account.
The HSA Easy-Pak™ provides an easy-to-follow flowchart and step-by-step instructions to guide employees from their first doctor visit through fulfilling their tax filing requirements.
● Organizes receipts
● Identifies covered expenses
● Tracks deductibles
● Tracks account balance
● Makes account reconciliation easy
● Provides tax information
A knowledgeable employee using the HSA Easy-Pak™ not only benefits the employee, but also the employer, the insurance agent, and the trustee bank. Less time spent answering questions and giving explanations makes everyone more productive, which equals PROFIT!
Managing your HSA can be an overwhelming experience. Why not let the HSA Easy Pak™ help you?
Introducing the HSA Easy Pak™ Refill
We now offer an HSA Easy Pak™ refill that allows you to keep using your current HSA Easy Pak™ Binder and SAVE $$
The detailed instructions are customized for each individual client company. All of the specific information including deductibles, insurance and bank contact information are included right in the instructions.
Color coding and step-by-step instructions with examples make using the HSA Easy Pak™ a breeze.
Note: The HSA Easy-Pak™ is a proprietary product. If you would like a full preview, please click on "More Information" in the left column.
"Gives me a competitive advantage. I'm selling a lot of HSA plans."
Member of an association?? Check with us to see if you qualify for association discounts.
● Answers questions before they are asked
● Decreases Support Calls
● Profit potential
● Gives a competitive advantage
● Increase stability of customers (customers less likely to change plans, etc.)
"Reduces our administrative burden. Client employees and their dependents understand the plans and they are becoming sophisticated consumers."
● Increased satisfaction of employees
● Decreased HR calls
● Added benefit to your employees
● Answers questions before they are asked
● Helps employees understand the costs of healthcare
"We knew that the HSA Easy Pak™ would simplify and shorten the employee communication and down time. It did. Furthermore, we have been pleased that the employees don't seem to need much handholding once they get this tool."
"We saved money by going the HSA route. Furthermore, we think we'll be better able to resist the health insurance trend increases"
"Now I see how expensive my health care is. I watch the way I spend my money, and I just quit smoking and started exercising."
● Shows exactly where you stand at a glance
● Less need to contact HR
● Decreased tax preparation time
"It helps me to understand where I am with my deductibles and HSA account. I never really had a handle on where I was with my plan before."
● Additional incentive to potential customers
● Decreased account disputes
● Answers questions before they are asked
● Better customer satisfaction (customers less likely to change)
● Profit potential
"We get less service calls. People know how to reconcile their EOB's, billing statements, and bank statements when they use HSA Easy Pak™."
"The HSA Easy Pak™ simplifies things. It results in more HSA sales, hence more accounts at our bank. We are making more money."