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 choose the combination that best meets your needs.
Each package includes:
Each package includes:
HSA Package 1
Promote account optimization
HSAs are powerful tools, but members need to learn how to use them effectively. This package provides educational materials that explain the basics of HSAs and how to optimize account usage.

HSA Package 2
Maximize contributions
Saving with an HSA is a habit that requires ongoing nudging and practice. This package focuses on helping members understand contribution limits and strategies to maximize their tax-free savings.

HSA Package 3
Encourage investing and retirement readiness
Most members don't know that HSA investing is an option. This package helps educate members about the long-term investment potential of their HSA funds for retirement readiness.

FSA Package
Boost account utilization
Help members understand the full value of their FSA and use it effectively throughout the plan year with targeted communications and educational materials.

DCFSA Package
Simply dependent care
Make dependent care benefits easy to understand and use. This package provides materials to help members take full advantage of their DCFSA benefits.

Limited Purpose FSA Package
Limited purpose; wide-open possibilities
Help members understand how a Limited Purpose FSA works alongside an HSA to maximize their tax savings on dental and vision expenses.

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
- Discover engagement resources
Hands-on support
Our dedicated team is here to help you make the most of your engagement resources. Get personalized assistance with implementation and strategy.
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Best Practices
When it comes to benefits administration, there's always something new to learn. Participate in our ongoing webinar training events.
Start learningOpen Enrollment Toolkit
Get everything you need for a successful open enrollment season, from communication templates to engagement strategies.
Explore the toolkit