Health Account Solutions for Benefits Advisors

Trusted by more than 100,000+ organizations

Simplify benefits administration.

Avoid the headaches and hassle associated with multiple vendors with our end-to-end benefits management. Our broker desktop makes it easy to manage client accounts, generate reports, and view helpful analytics to better serve your clients. Plus, find us on your preferred benefits administration platform to streamline enrollment and gain total visibility into your book of business.

Offer employee benefits
with confidence.

Work with an experienced industry leader and deliver best practices at a lower cost. HealthEquity has served 100,000+ organizations and can create custom solutions for your clients’ unique employee needs.

Bundle health benefits

HealthEquity provides comprehensive health benefits management. Our bundles are designed to deliver exceptional value to your clients.

Healthcare benefits:

Health Savings Account (HSA)

Streamline day-to-day administration for your clients. With our platform, they can integrate their HSA program with their health plan, retirement provider, and payroll administration.

Flexible Spending Account (FSA)

We own our platform, meaning we have full control over deployment and optimizations. This gives your clients and their teams a customizable FSA experience.

Health Reimbursement Account (HRA)

Empower your clients to give their team a stackable HRA with FSA and equip them with a single debit card their employees can use for all qualified transactions.

Other benefits to consider:

Dependent Care FSA

Help your clients keep their high-value employees happy with care for eligible dependents as an option during the Open Enrollment period.

COBRA

COBRA administration is complex with many moving parts. Give your clients a streamlined onboarding, real-time case management, and full transparency.¹

Commuter

Flexible commute options can help your clients' teams get to work. Use our app to optimize parking programs through streamlined workflows.

Direct Billing

Leave billing and collections to us. We make it easy to pay premiums and maintain coverage when payroll deductions aren’t available.

Lifestyle

Give your clients more program options to support their employees' lifestyles and company culture with categories like fitness, finance, and family support.

Premium Only Plan

With a Premium Only Plan (POP), your clients can give their team the option to make premium payments on a pre-tax basis.

Is an HSA right for my client?

HSAs are an increasingly popular way for your clients to offer a comprehensive benefits package to their employees. With an HSA plan, your clients benefit in several ways:

Reduced costs

Your clients have the potential to save significantly on their healthcare spending by selecting a high-deductible health plan coupled with an HSA plan.

Employee engagement

An HSA encourages employees to become more educated and engaged in their healthcare decisions, leading to healthier lifestyle choices and overall lower medical costs for your clients.

Increased flexibility

An HSA offers more flexibility than other employee benefits packages, allowing employees to choose how to spend their funds and when to use them.

Custom integrations

Tap into thousands of no-cost integrations with health plans, retirement providers, benefit administrator platforms, payroll administrators, and more.

Security

Expect industry-standard encryption and member privacy protocols. We offer two-factor authentication, biometric login and ongoing system surveillance.

24/7 call and chat

Wow your clients with a remarkable member experience. Our service team measures success by problems solved — not call times.

Sales enablement

Access our library of hard-hitting sales collateral and original thought leadership. We make it easy to start conversations and close deals.

Fast enrollment

We give you several convenient options to enroll new groups. Plus, we can execute bulk transfers automatically.

Continuing education

Stay at the top of your profession. Register for free certification, license renewal, and ongoing professional training.

Engagement

Engage360

Get exclusive access to our comprehensive suite of engagement resources designed specifically for benefits professionals.

Enrollment resources
Engagement materials
Analytical reports
Webinars and workshops

Engage360 Hub

Open Enrollment Toolkit

Drive adoption

Take advantage of our huge library of flyers, webinars, and other resources you can use during annual enrollment and for new hires.

Explore the toolkit

Engagement Packages

Maximize utilization

We’ll send members targeted emails throughout the year. Plus, you can use our content around the office and in your organization’s communications.

Access the packages

Health Savings Score™

Measure and benchmark

Get an annual report that gives you visibility into program performance and identifies opportunities for improvement.

Learn more

Best Practices

Refine and optimize

Start learning

Ready to act?

Get your Total Solution consultation today.

Benefits Advisors Questions

How can we effectively communicate the benefits of FSA, HSA, and HRA to employees?

It’s important to engage with and provide education to your clients throughout the year so employees can make the best benefits decisions for their health and wellbeing during open enrollment. If you need resources to assist with this, our Enrollment Toolkit is designed for open enrollment engagement and year-round education.
Can HealthEquity assist in conducting enrollment sessions or providing educational materials?

Absolutely! Our Enrollment Toolkit is designed to help onboard and explain open enrollment to clients through a variety of resources, including webinars, videos, emails, and more.
How do these accounts integrate with our existing health insurance plans and other employee benefits?

Our accounts integrate seamlessly into our clients’ existing plans in a variety of ways, including preferred pricing, streamlined implementation, integrated data, and single sign-on. Reach out to our team to learn more.
How can we structure employer contributions to maximize employee participation?

A thoughtful HSA contribution match plan can encourage plan adoption, boost employee engagement, and increase savings for both employers and their people. That looks different for every company. We encourage you to reach out to our team to learn more.
Does HealthEquity offer training sessions or educational resources for employees to understand how to use these accounts?

Absolutely! Our team holds regular webinars and training sessions designed to help members make the most of their benefits accounts.
Can the benefits package be customized to align with my client's specific needs and employee demographics?

Absolutely! To learn more about how to customize your benefits package, reach out to your Account Representative or schedule a demo.

¹Services are provided by WageWorks, a HealthEquity company.

HealthEquity does not provide legal, tax or financial advice.

For Benefits Advisors

Benefits Consultant
Solutions

Trusted by more than 100,000+ organizations

Simplify benefits administration.

Offer employee benefits
with confidence.