Health Savings
Customer Service Excellence
Healthcare Access
Member Support Programs
Advanced Needs Analysis
100

What account helps members save money for qualified healthcare expenses?

HSA

100

What should agents do when a customer is speaking?

Listen

100

What allows members to locate participating doctors?

Provider Directory

100

What type of programs encourage healthy behavior?

Wellness Programs

100

What financial topic should always be discussed?

Budget

200

Are HSA contributions typically tax-advantaged?

Yes

200

What communication skill demonstrates understanding?

Active Listening

200

Why is provider access important?

 Convenience and Cost

200

Wellness rewards are intended to do what?

Encourage Participation,

200

What healthcare usage topic should always be discussed?

Healthcare Usage

300

Can funds remain in the account year after year?

Yes

300

Why is empathy important?

Active Listening

300

What should be confirmed if a customer has a preferred physician?

Network Status

300

Why are support programs valuable?

Improve Health Management

300

 What provider topic should always be discussed?

Providers

400

Who owns the HSA balance?

Member

400

How should agents handle frustration from a customer?

Remain Professional and Empathetic 

400

Why should hospitals be reviewed during plan selection?

Hospital Participation

400

What member outcome do wellness programs aim to improve?

Health Outcomes

400

What medication topic should always be discussed?

Prescriptions

500

What makes HSAs attractive for long-term planning?

Tax Advantages & Savings Growth

500

What creates trust during interactions?

Credibility and Understanding

500

What can happen when provider access is overlooked?

Dissatisfaction/Higher Costs

500

What is the overall purpose of member engagement programs?

Health and Satisfaction

500

What four key areas should every needs analysis explore?

Budget + Providers + Prescriptions + Healthcare Usage