We help brokers and consultants attract and retain customers with a differentiated, data-rich, no-noise account experience

Brokers are facing heightened expectations from their employer customers

They must be adept at consulting and delivering tangible business results with a wide array of benefit strategies in order to retain and grow their customer base.

healthcare costs

Pressure to deliver cost containment

In a survey of brokers, 66% said their clients are relying on them to recommend strategies to contain overall healthcare costs

Need to be seen as innovative

Many brokers are seeing moderate-to-high demand for more innovative solutions, such as employee engagement (85%), concierge services (90%) and transparency (74%)

Drive for more personalized and engaging experiences

Brokers must consider that 58% of employees want customized benefit options based on their personal information

Expectations for consultative expertise

83% of brokers say they are working hard to position themselves as strategic consultants, not sales people

Standing out in a crowded market

49% of brokers acknowledge that their biggest challenge is differentiating from competition

I don’t typically think of HSAs or consumer-directed healthcare accounts as ‘innovative’ or ‘leading’ products, but actually, this experience is really more than an HSA. It combines transparency, engagement and financial wellness in addition to the account. This package offers a different level of value that I can bring to my employers to help them drive business outcomes.

I think the Alegeus Smart Account experience goes beyond ‘no service noise’ – it proactively guides consumers to the right decision points, removing guesswork, and answering questions before they are asked.

I have always placed my account business with administrators based more on service experience – i.e. what will be least likely to disrupt my customer relationships. But the capabilities in the Alegeus platform do offer value beyond what I’ve seen from most account administrators, and may broaden our criteria.

So much more than just another account

Our flexible business model is built around partnerships

Easy to do business with
  • World-class support team

    Dedicated team of experts, focused on your success during implementation and beyond

  • Flawless implementation and conversion

    High-quality conversion delivered on time, on budget and with minimal disruption to your stakeholders

  • Best-practice guidance

    Helping you harness the full power of our platform and optimally align it to your business

  • Rigorous performance measurement

    Measuring what matters to you, with score cards to reinforce our results

Customer-centric support model
  • Your brand at the forefront

    Our white-label model makes your brand the hero, with no trace of Alegeus behind the scenes

  • Your member experience

    Highly configurable front end or the opportunity to consume our capabilities into your environment via integration

  • Product advisory opportunities

    Unmatched product innovation and investments, driven by client input, that enable your key business priorities

  • Win-win economics

    When you grow, we grow. We offer growth credits and revenue-share opportunities to ensure our incentives are aligned

  • Unique program insights

    Helping you identify actionable opportunities to improve your program performance

Partnership for growth
  • Collaborative planning

    We work with you to build a fully fleshed-out go-to-market attack plan, with resources behind it to unlock your potential

  • Adoption and engagement programs

    Open-enrollment and year-round engagement strategies to increase account participation and funding

  • Turnkey tools and templates

    Vast library of customizable marketing and sales content assets to help you kick-start your sales toolkit development

  • Competitive insights

    Deep insight into market players, capabilities and effective sell-against strategies

  • Sales support

    Growth-focused resources available to help with tactical sales support activities (demos, RFPs, finalist meetings and more)

Access our latest thinking

View all insights

IRS Releases Higher HSA Contribution Limits for 2025

Mastering the Proposal: Persuasive Strategies for RFPs

Nurturing Whole Health for a Balanced Life

Enhancing Benefits Communications with Artificial Intelligence

Creative Benefit Offerings in the Face of Rising Costs

Alegeus 2024 Health Benefits Trend Predictions

End on a High Note: Tips for Post-Open Enrollment Success

Gift giving guide using your FSA

Prioritizing Employee Wellness During the Holidays: A Guide for Employers

Far & Wide: Open Enrollment for a Remote Workforce

The Growing Wave of HSA Adoption: A Look at Current Trends

IRS Releases 2024 FSA Contribution Limits