Broker
Top 10 Benefits for Brokers

• Health FSA, HRA, HSA, VEBA, Dependent Care, Wellness and Transportation accounts are fully integrated on one platform, along with custodial banking services
• Better serve your clients in large or complex organizations by expanding and deepening your healthcare account offerings
• Clients stay loyal because you brand the solution; employers can switch out components of their solution without you losing your branded connection with them
• Retain and grow your book of business by offering high-quality consumer driven healthcare account solutions that will meet and exceed your clients’ expectations
• Minimize overhead costs through reliable, worry free service that requires little to no intervention from you
• Employers can choose the best method for making contributions to consumers accounts using automated scheduling of lump sum, first of the month, or payroll cycle contributions; mid-year enrollments are easily handled
• Web-based, fully integrated portals allow 24/7/365 access to account information
• Monthly reports are generated automatically, with email alerts directing recipients to secure portals for viewing and creating a virtually paper-free administration process
• Consumers can access funds through online distribution requests, or by using a convenient benefits card; distributions can be sent to consumers by direct deposit or check
• Consumers can review their account details, request distributions, update addresses, change payroll deduction elections, view statements, change beneficiaries, or allocate funds into an array of mutual funds using convenient consumer portals