Experience Summit by HealthEquity
Request to AttendSimplify benefits. Empower clients.
Say goodbye to the headaches of juggling multiple vendors. With our end-to-end benefits management, we make things simple and seamless. Our broker desktop puts everything you need at your fingertips – manage client accounts, generate reports, and dive into helpful analytics to better serve your clients. You can even find us on your favorite benefits administration platform to streamline enrollment and keep full visibility into your book of business.
Experience that delivers results
Partner with HealthEquity, the trusted industry leader managing 1 in 4 U.S. HSAs. With 20+ years of expertise, advocacy, and top-notch security, we proudly support over 100,000 employers delivering smart, cost-effective benefits. We’re redefining HSAs by putting the member experience front-and-center, empowering people to take control of their health and savings. Let’s create tailored solutions for your clients’ unique needs.
Delivering value, one bundle at a time
HealthEquity makes health benefits management simple and stress-free. Our bundles are built to deliver outstanding value to your clients – simple, seamless, and impactful.
Healthcare benefits:
Health Savings Account (HSA)Integrate your HSA program with your health plan, retirement provider, and payroll administration. Streamline day-to-day administration.
Flexible Spending Account (FSA)We own our platform with full control over deployment and optimizations. This means a customizable experience for you.
Health Reimbursement Account (HRA)Give your team the option to stack their HRA with their FSA. Give your team a single debit card they can use for all qualified transactions.
Other benefits to consider:
Dependent Care FSAKeep high-value employees happy with care for qualified dependents as an option during the Open Enrollment period.
CommuterHelp your team arrive to work with flexible commute options through our app. Optimize parking programs through streamlined workflows.
LifestyleImplement the best programs for your employees and company culture through categories like fitness, finance, and family support.
COBRACOBRA administration is complex with many moving parts. Get streamlined onboarding, real-time case management, and full transparency.1
Direct BillingLeave billing and collections to us. We make it easy to pay premiums and maintain coverage when payroll deductions aren’t available.
Premium Only PlanGive your people the option to make premium payments on a pre-tax basis through a Premium Only Plan (POP).
HSAs that do more
Healthcare costs are surging, but HSAs can empower smarter healthcare decisions, improve engagement, and help support long-term financial well-being. Closing education gaps and boosting confidence unlocks their full potential to tackle today’s affordability crisis.
Lower costs, higher impacts
Employers partnering with us show up to 40% lower healthcare costs in top performing HSA/HDHP plans. Our Strategic Advisory team helps design smarter, lower-cost HSA plans that drive results.
Engage, educate, empower
HSAs empower employees to make informed healthcare decisions, promoting healthier lifestyles and lower costs for your clients. With our Engage360 program, HSA contributions can increase by up to 90%.
Flexibility and financial security
HSAs give employees unmatched flexibility to spend, save, and invest on their terms through smarter plan design, better education, and member-focused tech.
Building trust, one plan at a time
Expertise that works for you
Partnering with HealthEquity means giving your clients smarter plan designs, stronger benchmarks, and tailored solutions – not one-size-fits-all advice.
Employer cost savings
Employers adopting our custom HSA plan design strategies save up to 20% on benefits costs. HDHP plans paired with HealthEquity HSAs can save up to $7,400 per employee annually, compared to PPOs.
Better outcomes for your people
Effective education and member-focused technology help employees stay healthier and build financial security. HealthEquity members on average see 11% higher HSA balances, contribute 7% more, and invest at rates 3% above the industry average.
Member experience for a modern workforce
HealthEquity offers a secure, mobile-first platform. With AI-powered tools and real-time guidance, we simplify benefits, boost engagement, and help employees make smarter decisions – delivering better results for everyone.
Education that empowers
With easy-to-use tools, ongoing education, and 24/7 support, our programs drive smarter saving and investing behaviors, boosting financial security and engagement.
Engagement
Engage360
Get exclusive access to our comprehensive suite of engagement resources designed specifically for benefits professionals.
Enrollment resources
Engagement materials
Analytical reports
Webinars and workshops
Open Enrollment Toolkit
Drive adoption
Take advantage of our huge library of flyers, webinars, and other resources you can use during annual enrollment and for new hires.
Explore the toolkitEngagement Packages
Maximize utilization
We’ll send members targeted emails throughout the year. Plus, you can use our content around the office and in your organization’s communications.
Access the packagesBest Practices
Refine and optimize
Sign up for monthly workshops and webinars that will help you make a bigger impact with less effort.
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Benefits Advisors Questions
1Services are provided by WageWorks, a HealthEquity company.Return to content
HealthEquity does not provide legal, tax or financial advice.