Ongoing Monthly Engagement

How the program works:

  • Series of automated emails delivered to enrollees over the course of a plan year. Emails are built and distributed by our WealthCare system.

  • This is a post enrollment engagement program, designed to ensure emplyees are on-boarded appropriatedly and use their accounts to maximize their benefits.

  • Emails will be send the 4th Wednesday of each month.

Health Savings Accounts

Schedule

 Message Summary Call to Action
February Getting to know
your account		 Register for the portal
Download the mobile app
Make contributions
View eligible item
Log into your account
March HSA myths debunked Access your account
Calculate long-term savings
April Easy spending and
direct deposit		 View eligible items
Use debit card / watch video
Set up direct deposit
Shop at Marketplace
Shop at HSA Store
May Saver or spender Complete an online quiz
June Contribute to your HSA Make a contribution in
the WealthCare portal
July HSA Store promotion

View eligible items
Shop at HSA Store
Shop at Marketplace
August Long-term savings potential Watch investment video
Log into your account
Calculate long-term savings
September Re-enroll next year View account summary
Calculate long-term savings
October Contribute before end
of tax season		 Make a contribution in the
WealthCare Portal
November End of year recap View account summary
December Tax forms View account summary

Health Flexible Spending Accounts

Schedule

 Message Summary Call to Action
February Getting to know
your account		 Access FSA
Register for the portal
Download the mobile app
Set up direct deposit
View eligible item
Log in now
March Easy Spending View eligible items
Shop at Marketplace
Watch debit card video
Shop at FSA Store
April Get reimbursed faster Use debit card / watch video
Set up direct deposit
May Saving Receipts Save receipts (no button)
June Seasonal spending Shop at FSA Store
Shop at Marketplace
Watch eligibility video
July Mobile App

Download Mobile App
August FSA Store promotion

View eligible items
Shop at FSA Store
Use prescriptions at FSA Store
Shop at Marketplace
September Re-enroll next year View account summary
October Planning next year's election
 Watch election planning video 
Calculate estimated annual healthcare expenses
November Encourage end of
year spending		 Shop at FSA Store
View eligible items
Check your account
Shop at Marketplace
December End of year recap View account summary