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Benefits of Working with HSA Bank

Experience


Over 12 years in the consumer-driven healthcare industry has given us the experience few can compete with. Our combined experience with banking, investments and healthcare helps us better anticipate your clients’ needs and allows us to create a unique offering based on those needs. We are also actively involved in industry research, awareness of consumer-driven healthcare and the advancement of Health Savings Accounts.

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Comprehensive Offering


HSA Bank combines flexibility, savings and expertise with its HSA offering. We provide a wide array of enrollment, contribution, distribution and investment opportunities, which we continuously update to provide the most comprehensive product offering. These flexible options are aimed at delivering the best HSA program for each employer and their employees. To enhance the educational experience, HSA Bank also provides opportunities for customization and personalization of communications.

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Convenience


The Business Relations site provides a convenient place to manage all aspects of your relationship with HSA Bank. You can view your list of referrals, reorder or download marketing materials, update your contact information, and opt in to receive emails such as our monthly newsletter.

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Dedicated Support

HSA Bank believes in providing personalized service as the expectation, not the exception. We have devoted two departments to assisting you and your clients. Business Relations representatives are available at (866) 357-5232, Monday through Friday, 7 a.m. - 7 p.m., CT to help you administer your HSA program. Additionally, our Client Assistance Center is available to answer all your client’s HSA-related questions. Regional representatives may also be available for training and enrollment meetings, if requested.

 

Enrollment Options

We simplified the process of employee enrollment by offering multiple methods as well as online enrollment tools and paper applications. Each method is tracked and links your clients to your Agent Identification Number (AIN) to ensure you receive credit for each referral.

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Producer Recognition Program

We value you as a business partner and recognize the important role you play in our success. To show our appreciation, we created the Producer Recognition Program -- which allows us to compensate you for your hard work! Benefits of the Producer Recognition Program include higher commission incentives, quarterly payout and advanced reporting options. Click here for more information.