For Benefits Advisors

Solutions built for Benefit Consultants

Are you a benefits advisor, consultant, or broker? HealthEquity can help you deliver smarter, integrated health benefits. Our all-in-one platform makes it easy to manage accounts, streamline administration, and provide a better experience for your clients and their employees.

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Simplify 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 support team is dedicated to helping you succeed.

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 provide the foundation your clients need.

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 built for results.

Healthcare benefits:

Health Savings Account (HSA)

Integrate your HSA program with your health plan, retirement provider, and more for a seamless experience.

Flexible Spending Account (FSA)

We own our platform with full control over deployment and optimization for the best member experience.

Health Reimbursement Account (HRA)

Give your team the option to stack their HRA with their FSA. Give employees more flexibility.

Other benefits to consider:

Dependent Care FSA

Keep high-value employees happy with care for qualified dependents as an option during the Open Enrollment period.

Commuter

Help your team arrive to work with flexible commute options through our app. Optimize parking programs.

Lifestyle

Implement the best programs for your employees and company culture through categories like fitness and wellness.

COBRA

COBRA administration is complex with many moving parts. Get streamlined onboarding, real-time case tracking.

Direct Billing

Leave billing and collections to us. We make it easy to pay premiums and maintain coverage.

Premium Only Plan

Give your people the option to make premium payments on a pre-tax basis through a Premium Only Plan.

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 is key to helping employees unlock the full potential of their HSA.

Lower costs, higher impacts

Help employers reduce healthcare costs while empowering employees with pre-tax savings and investment options.

Engage, educate, empower

Drive HSA adoption and engagement through comprehensive education and communication resources.

Flexibility and financial security

Give employees the flexibility to save, invest, and use their HSA funds for qualified medical expenses now and in the future.

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

Help your clients lower their benefits costs with high-deductible health plans paired with HSAs and strategic plan design consultation.

Better outcomes for your people

Empower employees with tools and resources that help them make smarter healthcare decisions and improve their financial well-being.

Member experience for a modern workforce

Give members a seamless digital experience with our award-winning mobile app, online tools, and personalized support.

Education that empowers

Access comprehensive educational resources, webinars, and training materials to help your clients and their employees get the most from their benefits.