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This toolkit parallels the sales cycle. It provides the education, resources, tools and forms you need for client presentations and quoting.
Need more information? Please contact us.
Learn About Regence HSA Healthplan 2.0
Regence HSA Healthplan 2.0 “At a Glance”
- Regence HSA Healthplan 2.0 Product Page
- Summary of Benefits (Oregon)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
- Summary of Benefits (Clark County)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
Training Programs
Agent training slides and answers to common questions.
How Regence HSA Healthplan 2.0 Works with an HSA
Regence HSA Healthplan 2.0 Banking Partners
Preferred bank partners have dedicated HSA customer service and performance agreements to ensure a good member experience.
HealthEquity
HSA Bank
US Bank
Compare & Cross-Sell
Cross-Selling
Bundle Regence HSA Healthplan 2.0 with these products for potential benefit savings:
Quoting & Client Meetings
Dual Options & Guidelines
Effective dates 01/01/10 and beyond
Your Presentation
- Product Collateral Use this collateral with an employer.
- Regence HSA Healthplan 2.0 Product Page
- Summary of Benefits (Oregon)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
- Summary of Benefits (Clark County)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
Forms
Group Forms
- Group Master Applications
Employee Forms
Group Set-Up
Guides, Checklists & Forms
Open Enrollment
Member Materials
- HSA 2.0 Card Carrier
- Regence HSA Healthplan 2.0 Product Page
- Summary of Benefits (Oregon)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
- Summary of Benefits (Clark County)
- Effective 01/01/2011–12/31/11
- Effective 01/01/2012 and Beyond
Employee Forms
Waiver Forms
Bank Materials
HealthEquity
HSA Bank
Find member applications in the Employer/Employer Forms section of this site.
US Bank
Find a member enrollment guide and account applications in Employer/Communication Tools.
Wells Fargo Bank
Find employee enrollment brochures in the Employer Tab and online member applications in the Participants Tab on the main landing page.
Bonus Program
Blue Transitions (PDF)—Regence values your business and support and wants to recognize your efforts and the value you bring to our members. That's why the Blue Transitions program provides payouts for new group business and retention. It's our way of showing how much we appreciate the relationship we've built together. See program terms and conditions (PDF).
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Us