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Training Resources
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HSA Bank has developed a comprehensive communication program, which guides your employer clients through the enrollment process and throughout their relationship with HSA Bank. The communication kit contains the following:
- Employer Set-up Communication
- Employer Welcome Kit
- Pre-enrollment Communication
- Enrollment Communication
- Post-enrollment Communication
- Spanish Communications
The entire communication kit is accessible for download in the Business Relations login area. Your employer clients can also download it directly through the Employer Login site.
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HSA Bank has developed several webinar presentations which combine audio and visual presentation components from the convenience of your desk. During peak enrollment periods, live presentations are offered. Watch the Business Relations Update newsletter for announcements to sign-up. You may also contact Business Relations at 866-357-5232 to request a custom Webinar for your clients and their employees.
Pre-recorded sessions are available below:
Presentation
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Description
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View Online
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About HSAs
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This presentation provides a detailed look at how HSAs work.
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View
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About HSAs
(Employer perspective)
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This presentation provides a detailed look at the benefits of an HSA from an employer perspective, including a basic overview of HSA Bank services.
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View
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HSA Bank has animated presentations available to help you and your clients understand both Health Savings Accounts and HSA Bank services.
Note: Our flash presentations require that you have Macromedia® Flash Player 6 or higher installed on your computer. If you do not have the player installed, you can download it for free by clicking here.
Download Instructions
- Click the download link for the presentation you wish to save. If you are not prompted to save the the document to your computer, try right-clicking the download link and selecting "Save As".
- Choose a location to save the file to your computer. The file should have a (.zip) file extension.
- Go to the location that you have saved the zip file.
- Right-click the zip file and select "Extract All".
- Save the extracted file to a location on our computer.
- Go to the now extracted file folder and select the executable (.exe) file within the folder to view the presentation.
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Presentation
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Description
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Download
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View Online
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HSA Overview
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A basic overview of the HSA product and how it can be used. Intended for individuals.
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Download
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View
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HSA Bank Services
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An overview of many of the services HSA Bank can offer to accountholders.
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Download
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View
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Employer Overview
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An basic overview of the HSA product and how it can be used by employers and employees. Intended for employees.
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Download
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View
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Agent Services
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An overview of the services offered to Agents and Agencies.
Note: This presentation is only accessible to registered agents through the business relations login area.
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The following powerpoint presentations are available for download or for viewing online:
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Presentation
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Description
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Download
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View Online
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HSA Overview
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Gives a basic overview of the HSA product.
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Download
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View
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HSA Bank Services
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An overview of many of the services HSA Bank can offer to accountholders.
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Download
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View
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Employer Overview
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A basic overview of the HSA product and how it can be used by employers and employees. Intended for employers.
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Download
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View
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Employee Overview
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A basic overview of the HSA product and how it can be used by employees.
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Download
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View
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