Understanding the available add-ons and their costs can help you make informed decisions about the benefits you want to offer your clients and their employees.
To view the available add-ons, you can navigate to your "Resources" tab and select the "Add-ons" box.
The Add-Ons page includes downloadable PDFs for each Add-On. To see what each Add-On offers, you can click on the icon. This will open a summary of the Add-On and all the information, including packages and pricing, that you may need in order to Market it to your client:
Attaching Add-Ons onto your Client's account:
To attach an Add-On onto your client's account:
Open the client's profile from your Clients tab.
Go to the Add-Ons tab.
Select the Add-On to apply it to the account and if applicable, select the product sub-type and effective date for the add-on to be available for the client and employees.
Once saved, the product will show as available on the client's profile. When adding new employee accounts the option to attach the add-on will be available.
Please note that Add-Ons are added at the company level and will apply to all employee accounts.
If you have questions about the Add-Ons and what they include, you can reach out to us at support@getmyhsa.com