5 Key Questions Insurance Advisors Should Ask During Renewal Discussions

Renewal discussions can be a bit overwhelming, but they’re also a prime opportunity for insurance advisors to connect with their clients. These conversations go beyond premiums and plan details, it’s about understanding what’s changed for your clients and how you can better support them going forward.

Here are five key questions to ask during renewal discussions to make sure the needs of the business are being met:

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Using myFlexplan to Help Provide Mental Health Benefits

In the past, employee benefits were mostly about covering the basics—medical insurance, dental care, and maybe some life insurance. While those are still important, today’s employees expect more. Specifically, they’re looking for better mental health support. And let’s face it, traditional benefits often fall short when it comes to mental health services. That’s where myFlexplan can make a real difference.

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How Health and Wellness Spending Accounts Complement Traditional Benefits Plans

If you’re offering traditional benefits plans to your clients, you’re already providing a solid foundation of support for their employees. But have you considered how health and wellness spending accounts (HSAs and WSAs) can take those benefits to the next level? Think of these plans with myHSA as the perfect sidekicks to traditional plans—adding flexibility, coverage, and a personal touch that can make a big difference.

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World Mental Health Day — October 10 was World Mental Health Day, so we wanted to share some resources and tips that we saw to help with mental health support throughout the year:

Helplines: Suicide Crisis Line: 9-8-8

Kids Help Phone: Text 686868 or call 1-800-668-6868

LGBT National Hotline: (888) 843-4564

First Nations and Inuit Hope for Wellness Line: (855) 242-3310

Canadian Human Trafficking Hotline: (833) 900-1010

Exploring the Benefits of Mental Health Days in Employee Packages blog from BBD

Interactive data hub from Mental Health Research Canada

We are here to support you!

Our whole team is here to help as we head into one of the busiest times of the year.

Here are the best contacts on our team: Live chat : best if you have general questions and are looking for an answer right away. Our chat team can help with quick system fixes and general inquiries. Use the speech bubble on our website or on the app to get connected with our chat team.

Support team : small group onboarding, questions about specific plans and plan designs, all general inquiries ( support@getmyhsa.com )

Kyle : Advisor questions and demonstrations ( kyle@getmyhsa.com )

Justine : Plan Admin platform demonstrations & large group onboarding for new companies ( justine@getmyhsa.com )

Platform Update — Multi-Factor Authentication for Plan Administrators

Multi-Factor Authentication (MFA) via text message is now available for all Plan Administrators! If a Plan Admin would like to receive an MFA verification code via text message, they can add their phone number to their myHSA account under "Settings." The default method for MFA is via email.

All New Advisor Resources Center

We have completely revamped the Advisor Resources center! Some new features you can experience are:

Search bar for ease of use

Ability to favorite commonly used documents and other resources

Easy to find specific resources pages Revised document sorting

Ability to upload your own documents and sort by company

Tips for Advisors from Your Account Team Heading into Renewals

October 1 marked the three months prior to renewal for calendar year plans! Now is a good time to check in to review utilization from the past year, review our benchmarking data, start conversations around increases, and see if myFlexplan would be a suitable option for HSA only clients.

Large Group Demos — Justine, our Account Manager, is here for your large group demos! Take advantage of the slower time of year to get your large groups familiar with the

myHSA system before busy season starts!

Group with 10 lives or more?

If you have a group with 10 lives or more, fill out the Import Spreadsheet (located in your resources tab) with all the required data and send it to support@getmyhsa.com and we will import the employees for you!

Prospect Centre — Our Prospect Centre on your Advisor Dashboard is a great source of information! You have access to instant proposals, our quoting tool and even benchmarking data anytime you need it.

myHSA Help Articles — Our incredible Support staff are always adding to our library of answers for Frequently Asked Questions! With everything from making claims, definitions of common (and not-so-common) terms, eligibility, and so much more, everything you need to know about

myHSA is available anytime.

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