With our flexible partnership model, Alegeus can enable retirement and investment firms to launch market-leading HSA products and other health benefit accounts as an embedded part of their customer experience and product portfolio.
As healthcare costs rise, maintaining coverage and planning for healthcare expenses becomes an increasingly important part of financial planning for retirement.
Healthcare costs are becoming such a big part of our retirement conversations that it felt like a no-brainer to add HSAs to our product mix. We looked around to find the best partner to help us deliver those accounts, and Alegeus came highly recommended.
There is such a natural synergy between 401(k)s and HSAs, so it made total sense to begin offering HSAs. But we didn’t want to do it in a silo – we wanted our HSA product to be integrated into our overall experience and digital channels. Alegeus gave us the flexibility to do just that.
As we were bridging from the retirement sector into healthcare savings products, it was great to have a partner like Alegeus to help us navigate the process. Their partnership support goes well beyond technology.
When used in tandem with a company's 401k/retirement plan, HSAs allow an employer to provide a holistic benefits solution that improves their employees' healthcare cost management while augmenting their retirement savings. Alegeus helps retirement/investment firms and 401k providers to enter the HSA (and consumer directed healthcare account) market with a comprehensive offering that can be integrated into the company’s existing customer channels/experiences.
Dedicated team of experts, focused on your success during implementation and beyond
High-quality conversion delivered on time, on budget with minimal disruption to your stakeholders
Helping you harness the full power of our platform and optimally align it to your business
Measuring what matters to you, with score cards to reinforce our results
Our white-label model makes your brand the hero, with no trace of Alegeus behind the scenes
Highly configurable front end or the opportunity to consume our capabilities into your environment via integration
Unmatched product innovation and investments, driven by client input, that enable your key business priorities
When you grow, we grow. We offer growth credits and revenue-share opportunities to ensure our incentives are aligned
Helping you identify actionable opportunities to improve your program performance
We work with you to build a fully fleshed-out go-to-market attack plan, with resources behind it to unlock your potential
Open-enrollment and year-round engagement strategies to increase account participation and funding
Vast library of customizable marketing and sales content assets to help you kick-start your sales toolkit development
Deep insight into market players, capabilities and effective sell-against strategies
Growth-focused resources available to help with tactical sales support activities (demos, RFPs, finalist meetings and more)
