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HealthSavings & BenefitFirst

Since 2004, HealthSavings has offered best-in-class health savings accounts (HSAs) to help account holders save money on their current and future medical expenses.

With 5x higher account balances than industry average and targeted, persona-based messaging that meets employees where they are, we are looking forward to our preferred partnership with BenefitFirst.

See the educational resources we’ve created for brokers.
Or scroll down to learn about how we can help you as a broker.

Behavior-Based Customer Personas

Our 6 data-backed customer personas provide tailored communication and education to help account holders reach their specific health and financial wellness goals.

Newcomer

Newcomer

Choosing to be a Newcomer means you are new to managing your health savings account (HSA). You’ll learn the basics of HSA tax saving, how to get the most out of your HSA today and how to financially prepare for the future.

I'm a Newcomer

Please enter the email address tied to your health savings account.


Provider

Provider

Choosing to be a Provider means you are using your health savings account (HSA) to pay for some medical expenses, but you are more focused on planning for the future. You’ll receive tips on building a medical emergency fund and investing your HSA dollars.

I'm a Provider

Please enter the email address tied to your health savings account.


Planner

Planner Profile Image

Choosing to be a Planner means you are investing your health savings account (HSA) wisely to manage risk and maximize tax and retirement savings. You’ll receive ongoing investment insights from respected sources plus a “path to retirement” roadmap.

I'm a Planner

Please enter the email address tied to your health savings account.


Harvester

Harvester Profile Image

Choosing to be a Harvester means you are focused on using your health savings account (HSA) to increase your retirement income and pay medical expenses tax free. You’ll receive information on how to use your HSA in retirement and tips on lowering your taxable income.

I'm a Harvester

Please enter the email address tied to your health savings account.


More HealthSavings HSA Benefits

15 years of HSA administration experience as an industry pioneer

White-glove employer support from designated account managers

Seamless implementation and onboarding process that takes the work off employers’ hands

Full curriculum of in-depth educational materials, including videos, webinars, infographics, and more

FDIC-insured savings account and carefully curated investment lineup with no minimum cash balances

Industry-leading online portal enabling employers to easily enroll employees, make contributions, and manage employees’ statuses

90% customer service agent satisfaction rating and over 80% first-call resolution

Tailored, persona-based communication and education experience for employees

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Announcing our new fund SAVEF, which offers a current 1.05% annual rate of return and a guaranteed return of principal. Learn more about SAVEF here.