For Business | Best Practices

Execute like a rock star

Take advantage of our training resources designed specifically for benefits professionals. You’ll learn strategies, insights and best practices to make a bigger impact with less effort.


On Demand Webinars

Benefits leader bootcamp

Not sure where to start? Take a few minutes to get oriented to all the tools and resources we offer.

  • Learn how to navigate your account

  • Simplify your workflows

  • Understand our proven approach to member engagement

Get started

hands-on support

Effective member engagement involves a lot of moving parts. You don’t have to do it on your own. Let us help.

Contact your Relationship Manager to get started.

Not a Client?

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Engagement Packages

Benefits can be complicated. That’s why member education is a year-round priority. Our thematic Engagement Packages are designed to promote better habits and propel members at each stage on the journey to health and wealth.

Access the packages

Health Savings ScoreTM

HealthEquity uses proprietary analytics to give clients unprecedented insight to program performance. We’ll help you benchmark against industry peers and identify opportunities to improve utilization.

Learn more

Open enrollment toolkit

Tap into our library of flyers, webinars and other collateral. From new hires and qualifying life events to the critical communications before and during the annual enrollment window, we’ll help you drive adoption at every opportunity.

Explore the toolkit


Only HealthEquity delivers the integrated solutions you need to simplify benefits and truly impact people’s lives.