For Business | Member Engagement Packages
Maximize participation and program utilization
Below you’ll find our targeted, product-specific Engagement Packages designed to help members get more from their benefits. Packages are organized thematically, each containing several assets, so you can choose the combination that best meets your needs.
Each package includes:
Digital Signs
Digital Ads
Flyers
Posters
HSA Package 1
Promote account optimization
HSAs are powerful tools, but members need to learn how to use them effectively. This package provides educational materials that explain the basics of HSAs and how to optimize account usage.
What’s inside:
- Welcome series
- Account setup
- Reimbursement basics
- Savvy healthcare consumerism
- Strategies to save more
HSA Package 2
Maximize contributions
Saving with an HSA is a habit that requires ongoing nudging and practice. This package focuses on helping members understand contribution limits and strategies to maximize their tax-free savings.
What’s inside:
- The power of triple-tax savings
- Strategies to spend smarter
- Building an emergency safety net
- Tools to accelerate health savings
HSA Package 3
Encourage investing and retirement readiness
Most members don't know that HSA investing is an option. This package helps educate members about the long-term investment potential of their HSA funds for retirement readiness.
What’s inside:
- Using the HSA Investment Desktop
- Understanding compound growth
- Comparing retirement accounts
- Managing your portfolio
Benefits leader bootcamp
Not sure where to start? Take a few minutes to get oriented to all the tools and resources we offer.
Learn how to navigate your account
Simplify your workflows
Understand our proven approach to member engagement
Hands-on support
Effective member engagement involves a lot of moving parts. You don’t have to do it on your own. Let us help.
Contact your Relationship Manager to get started.
Not a Client?
Request a demo.Explore Engage360
Best Practices
When it comes to benefits administration, there’s always something new to learn. Participate in our ongoing webinar training events. You’ll learn strategies, insights and best practices that will help you shine in your role.
Start learningOpen Enrollment Toolkit
Tap into our library of flyers, webinars and other collateral. From new hires and qualifying life events to the critical communications before and during the annual enrollment window, we’ll help you drive adoption at every opportunity.
Explore the toolkit
