• January 25, 2021
• 4 min read

How do you explain a CDHP to clients for the first time? The first step is likely to search for definitions and the essential requirements, rules, and facts. That takes time away from building your book of business. To help cut down on the time spent gathering the essentials of CDHPs, we’ve created this quick-reference visual guide.

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• January 21, 2021
• 3 min read

Whether your client has offered the HSA benefit for years or is a new adopter, how you measure their HSA program is vital to its success. As you prepare to help your clients evaluate their current year’s benefits offerings and plan for the next, be sure to include these five questions as part of your standard assessment. They could make all the difference for optimizing your clients’ time and savings while maximizing satisfaction for all.

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• December 7, 2020
• 6 min read

The client you’re approaching might be a long-standing member of your book of business. Or they could be a newcomer. If a Consumer-Driven Health Plan isn’t in their benefits mix yet, maybe they haven’t had the correct combination of positioning and education to drive their adoption? Learn how to show, not tell, how CDHPs stack-up against traditional health plans, among other benefits.

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