HSA Management Company   "The easiest way to track your HSA dollars"
 
What is HSA Management Company?

The problem with a Health Savings Account (HSA) is the paperwork. The solution is HSA Management Company. It's quite simple. You supply the data. We supply the organization and reports. Here's how it works.

  • Complete a one page enrollment form and an authorization for us to help you with your claims.
  • Review, sign and return an HSA Management Contract which states you want to hire us to manage your health claims.
  • Submit all medical bills, claims, receipts, from your doctor and insurance carrier to us via fax, or e-mail.
  • We will sort, reconcile, and store all submitted data, and advise you on non-standard claims, covered expenses, etc.
  • You will receive a username and password where you can view the reconciled data in an easy to read format any time. The data will be grouped by year, and family member with deductibles, covered expenses and non covered expenses.
  • Data will be available in printable quarterly and annual reports for your convenience.

To get started please call Katie or Chris for more information or send us an enrollment form with all the information we need to setup your account.

 
Contact Us
Forms to sign up
Links
Rates
  • $50/month/contract
  • $540/year (when paid annually)