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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 deliver a multi-touch campaign that makes an impact.

Each package includes:

Digital Signs

Digital Ads

Flyers

Posters

Each package includes:

Digital Signs

Digital Ads

Flyers

Posters

  • HSA
  • FSA
  • DCFSA
  • LPFSA
HSA Package 1

Promote account optimization

HSAs are powerful tools, but members need to learn how to use their accounts most effectively. This package explains the basics, showing members everything they need to save and spend with total confidence.

What’s inside:

  • Welcome series

  • Account setup

  • Reimbursement basics

  • Savvy healthcare consumerism

  • Strategies to save more

Download Package 1

HSA Package 2

Maximize contributions

Saving with an HSA is a habit that requires ongoing nudging and practice. This package shows members the power of their HSA and helps propel them on the journey to long-term health and financial wellbeing.

What’s inside:

  • The power of triple-tax savings

  • Strategies to spend smarter

  • Building an emergency safety net

  • Tools to accelerate health savings

Download Package 2

HSA Package 3

Encourage investing and retirement readiness

Most members don’t know that HSA investing is an option—let alone how to do it. This package is designed to introduce members to HSA investing and includes strategies to maximize long-term account growth.

What’s inside:

  • Using the HSA Investment Desktop

  • Understanding compound growth

  • Comparing retirement accounts

  • Managing your portfolio

Download Package 3

FSA Package

Boost account utilization

FSAs are not complicated, but there are tricks to maximizing account value. This package walks members through the FSA experience step by step, offering strategies to spend smarter and stretch every dollar further.

What’s inside:

  • Account setup and optimization

  • Balance management

  • Simplifying reimbursement

  • Qualified medical expenses

  • And more

Download Package

DCFSA Package

Simply dependent care

Help your people provide support and care to their loved ones. This package offers practical, real-world strategies that make it easy to maximize DCFSA value. We'll share account management best practices and explain how to get more from every dollar.

What’s inside:

  • Account setup and optimization

  • Payments and reimbursement

  • Spending ideas

  • Back-to-school prep

  • Year-end tips

  • And more

Download Package

Limited Purpose FSA Package

Limited purpose; wide-open possibilities

Educate members about how the Limited Purpose Flexible Spending Account (LPFSA), when paired with a Health Savings Account (HSA), lets them set aside pre-tax funds for annual vision and dental care—while also saving and investing for the future, even all the way to retirement.

What’s inside:

  • Welcome messaging, including account setup, payment options, and an informative webinar

  • Explanation of the LPFSA as a spending account for eligible vision and dental care—these funds don’t roll over

  • Why the HSA makes a powerful partner—HSA funds belong to members forever and can be saved or invested

  • Education about eligible expenses and planning for the “use it or lose it” nature of LPFSA

  • Year-end tips about spending, budgeting for the next plan year, and carryover or grace periods (where applicable)

Download Package

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

Get started

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?

Explore Engage360

Health Savings ScoreTM

HealthEquity uses proprietary analytics to give clients unprecedented insight to program performance. We’ll help you benchmark against industry peers and identify opportunities to improve utilization.

Learn more

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 learning

Open 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

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