Industry Solutions

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Industry Solutions - Banking and Financial Services

Banks who are looking to reap the harvest of expanding HSA deposits need more than just a brochure to stand out from the competition. Our HSA Toolkit is designed specifically for local, regional and national banks who are positioning themselves in this quickly growing convergence of the financial and insurance markets.

The Virtual Toolkit for HSA

The HSA Toolkit is an interactive, web-based software system that gives you the following standard features, as well as many customization options to create just the right configuration for your bank:

  • Private labeled, secure, online system. No software to install or manage.
  • Single-sign on authentication for unlimited prospective HSA clients
  • Proposal Center with Calculators, Comparison Dashboards and Health Plan Cost Comparison Templates
  • Learning Center with best of the web Health Resources, HSA facts, Video Tutorials, and a section for your bank resources, forms and information.
  • Enrollment Center that can point back to your online enrollment system or provide links to your enrollment materials.

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