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.

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.

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.

Employers are sold on the cost savings of an HDHP but some clients may not know why they should offer a Health Savings Account with an HDHP. These 5 tips will arm you with tools that will increase the rate of adoption of the cohesive HDHP + HSA Consumer-Driven Health Plan.

You know that a Consumer-Driven Health Plan provides considerable value for your clients. But for unfamiliar employers, a CDHP might sound complicated. The key to client adoption is how you explain the CDHP. Here’s how to explain the three CDHP options, with handy quick-reference summaries.

There are a few major benefits that come with having and using an HSA. Some of these HSA benefits include saving on taxes, saving on medical expenses, planning for retirement, and staying in control of your money. Learn how to get the most out of your HSA, and plan for your future today.