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This toolkit parallels the sales cycle. It provides the education, resources, tools and forms you need for client presentations and quoting.
Need more information? Please contact us.
Learn About Regence HSA Healthplan 2.0
Regence HSA Healthplan 2.0 “At a Glance”
Training Programs
Agent training slides and answers to common questions.
How Regence HSA Healthplan 2.0 Works with an HSA
Regence HSA Healthplan 2.0 Banking Partners
Regence preferred bank partners have dedicated HSA customer service and performance agreements to ensure a good member experience.
HSA Bank
US Bank
Wells Fargo Bank
- Wells Fargo Bank Website
- Broker Step-by-Step Guide: How to establish a client's HSA account.
- Monthly Administration Fee: $3.75
Compare & Cross-Sell
Product Comparison
- Compare Regence HSA Healthplan 2.0 benefit features to other Regence products
- Rate differentials
- Save comparison online or export as an Excel file
- New and renewing groups
Open comparison tool
Cross-Selling
Bundle Regence HSA Healthplan 2.0 with these products for potential benefit savings:
Quoting & Client Meetings
Dual Option Matrix & Guidelines
Effective 07/01/09 to 12/31/09
Effective 01/01/10 and beyond
Your Presentation
- Product Collateral Use this collateral with an employer.
- Summary of Benefits - Effective 10/15/09 through 12/31/09
- Summary of Benefits - Effective 01/01/10 and beyond
Forms
Future Automation Enhancement
To expedite processing, we are adding scanner targets and barcodes to fillable forms. These changes will not impact the data or information fields you complete.
Group Forms
- Group Master Applications - Effective 07/01/09 to 12/31/09
- Group Master Applications - Effective 01/01/10 and beyond
Employee Forms
Group Set-Up
Guides, Checklists & Forms
Open Enrollment
Member Materials
- HSA 2.0 Card Carrier
- Summary of Benefits - Effective 10/15/09 through 12/31/2009
- Summary of Benefits - Effective 01/01/2010 and beyond
Employee Forms
Waiver Forms
Bank Materials
HSA Bank
Find member applications in the Employer/Employer Forms section of this site.
US Bank
Find a member enrollment guide and account applications in Employer/Communication Tools.
Wells Fargo Bank
Find employee enrollment brochures in the Employer Tab and online member applications in the Participants Tab on the main landing page.
Bonus Program
Jump Start (PDF) - Online enrollment bonuses extended! Cross-sell bonuses begin! It's not too late to get a Jump Start with the Regence enhanced Sales Bonus Program. There are more ways than ever to be rewarded this year. See the flyer for more details.
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