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To request a broker agreement, which enables you to register and access additional broker
sales materials, please call Customer Service at 800-617-4729 or email customer.service@sterlinghsa.com. |
Advantages to Brokers & Consultants
Sterling HSA—The Easy, Reliable Solution to Offering HSAs
"The future of our agency is based on the services provided by a good
Third Party Administrator and how responsive they are to the needs of our clients and their
employees. Partnering with Sterling has been a great experience for us because of the level
of personal service they offer.
For brokers and agents committed to the small and mid-size markets for 2007, they must be focused on the best interests of their clients and prospects. Offering HSA compatible plans and educating clients on how to take advantage of this innovative product does just that. If you don't offer HSAs, it's just a matter of time before another broker will earn the business."
Jim Diani
Protected Profits Insurance Services, Inc.
For brokers and agents committed to the small and mid-size markets for 2007, they must be focused on the best interests of their clients and prospects. Offering HSA compatible plans and educating clients on how to take advantage of this innovative product does just that. If you don't offer HSAs, it's just a matter of time before another broker will earn the business."
Jim Diani
Protected Profits Insurance Services, Inc.
Adoption of HSAs continues at a steady pace and the account holders and employer clients of Sterling HSA have expressed satisfaction with their choice to add this product as a way to finance health care and save money.
In a recent survey of Sterling account holders:
- 78% expressed satisfaction with Sterling as an administrator
- 67% said they would refer us to others
- Initially the reason they chose Sterling was because of their affiliation with an employer, association or broker.
If you are currently a Sterling HSA broker or consultant, thank you for your partnership. A wealth of information is available in our log-in area, including a Broker Toolkit and information on the accounts you hold with Sterling.
If you aren’t affiliated with Sterling, we hope you’ll consider signing up. It’s as easy as obtaining a Broker Agreement. Then you too can access the valuable information we provide to help you establish and grow your HSA business.
As your administrative partner, Sterling HSA makes it easy for you to sell and service client accounts. The Sterling HSAadvantage allows you to:
Earn Commissions: Sterling HSA pays commissions on new and renewing business. We pay commissions on a quarterly basis.
Learn About HSAs: Sterling educates brokers and consultants through CE classes held in various venues, in-person meetings and via telephone.
Develop New Business: As clients of all sizes ask for HDHP and HSA options, be the broker or consultant knowledgeable about the HSA industry. We support you in the proposal stage, group implementation and renewal of all group business from the small group customer to the large group and national employer.
Improve Existing Business: Grow and retain your existing business by offering the HDHP and HSA option. The savings can be substantial as well as the lower renewal increases for your groups.
Remain Competitive: With the rising interest in HSAs, the ability to offer this product and expert administrative services from Sterling HSA is vital to serving a full range of client needs. We do everything to support you, from adding the HSA option to existing coverage to a full replacement for the client interested in maximizing their savings potential.
