What account helps members save money for qualified healthcare expenses?
HSA
What should agents do when a customer is speaking?
Listen
What allows members to locate participating doctors?
Provider Directory
What type of programs encourage healthy behavior?
Wellness Programs
What financial topic should always be discussed?
Budget
Are HSA contributions typically tax-advantaged?
Yes
What communication skill demonstrates understanding?
Active Listening
Why is provider access important?
Convenience and Cost
Wellness rewards are intended to do what?
Encourage Participation,
What healthcare usage topic should always be discussed?
Healthcare Usage
Can funds remain in the account year after year?
Yes
Why is empathy important?
Active Listening
What should be confirmed if a customer has a preferred physician?
Network Status
Why are support programs valuable?
Improve Health Management
What provider topic should always be discussed?
Providers
Who owns the HSA balance?
Member
How should agents handle frustration from a customer?
Remain Professional and Empathetic
Why should hospitals be reviewed during plan selection?
Hospital Participation
What member outcome do wellness programs aim to improve?
Health Outcomes
What medication topic should always be discussed?
Prescriptions
What makes HSAs attractive for long-term planning?
Tax Advantages & Savings Growth
What creates trust during interactions?
Credibility and Understanding
What can happen when provider access is overlooked?
Dissatisfaction/Higher Costs
What is the overall purpose of member engagement programs?
Health and Satisfaction
What four key areas should every needs analysis explore?
Budget + Providers + Prescriptions + Healthcare Usage