In this Issue of Our myHSA Advisor Newsletter 📈

What questions do we get in our support chat?

💬 An email template to send to your clients 🎁 An article to pass along to your clients

Make yourself invaluable

Happy March!

With Spring around the corner, it’s a great time to check in with your clients before the summer slowdown.

This month, we’re pulling back the curtain on something we see in real time on the myHSA platform, and how you can use it to show up for your clients in a way that sticks.

📈 1,000+ Conversations, one theme

Between February 1 and today, employees reached out to myHSA support over

1,000 times.

Here’s how the top topics broke down:

Under the HSA (general) category, these are the sorts of questions being asked:

Nearly every topic comes down to the same underlying issue —

“How do I use my benefits?”

What does that mean for you?

💬 A conversation starter for March

Use this data as a natural way to reach out to a client. Here’s an idea to help you get started:

“I was looking at some data on how employees with myHSA use their support resources, and one thing that jumped out at me is that most questions come from people trying to figure out what they can use their HSA on. I wanted to make sure your team knows how to find their eligible expenses —some items tend to genuinely surprise people! I can send over a quick resource your team could share with employees if that would be helpful. Happy to pass it along!”

It’s a short reminder that you’re paying attention to how their plan is performing.

🎁 A resource to pass along to your clients

We put together an article on how employees can find out what’s eligible under their plan.

You can share it with a client and encourage them to pass it along to their team. It puts a useful resource in their employees’ hands and helps you stay involved.

How Do I Know What Is Eligible on My Plan?