Playbook - Shared Payments With Auto Payment
Overview
Start the conversation
Cover the basics
Before benefits discussions, it's also helpful to provide material that covers the basics about HRAs. This can make benefits conversations more productive. We recommend posting these materials on your benefits site or company intranet site, or distributing via email or as a physical copy.
HRA Essential Guide
Share a product comparison chart
Use if you are offering multiple health spending account options to employees.
This document designed to help employees understand the different accounts. It is editable so you can add or remove products to fit your communication needs.
Invite discussion
Even if in-person benefits presentations are not possible, it's helpful to connect over the phone or online to review this benefits option. This gives your employees a chance to ask questions and better understand their options.
Schedule informational meetings
Share a presentation about HRAs
This simple presentation walks through the basics of an HRA and includes hypothetical examples.
Review our fact sheet
Before meeting, prepare to answer basic questions you may run into.
Provide the HRA worksheet
Whether the meeting is in-person or virtual, be sure to distribute the HRA worksheet. It shows employees how to estimate their potential costs and savings with an HRA. Using their own information, employees can explore how an HRA might work for them.