Marketing HSA/FSA Year-round
Seasonal messaging is critical for HSA/FSA because spending surges during key moments throughout the year—when motivation is high and customers are ready to use their pre-tax dollars.
Site Optimization
Email Marketing Campaigns
Open Enrollment: Overview & Email Campaign Templates
Open Enrollment is one of the most important—but overlooked—opportunities to educate your customers about Health Savings Accounts (HSAs) and Flexible ...
BFCM Email Templates: Stack HSA/FSA Savings with Your Holiday Campaigns
Black Friday Cyber Monday is one of your biggest revenue opportunities of the year—and they’re also some of the best times for eligible customers to u...
FSA Expiration Email Templates: Drive Year-End Urgency with Truemed
Each year, billions in FSA funds go unspent—and forfeited. In fact, about 47% of FSA participants forfeited unused funds in 2023 , averaging $422 pe...
New Year, New You Email Templates: Kick Off 2025 with HSA/FSA-Driven Campaigns
January is a high-intent season for health and wellness purchases—and it also marks the start of a new benefit year. Most customers have just receive...
Email Lifecycle Marketing
Additional Resources
Seasonal SMS Campaigns
Increase conversion across key moments with short, high-impact texts. SMS is one of the fastest ways to drive action during seasonal spending opportun...
Influencer Scripts
Looking to amplify your seasonal HSA/FSA campaigns with influencer or creator content? These ready-to-use video scripts are designed to make it easy f...
Watch Our Q4 Webinar
Once our webinar recording is available, we'll share it here!
Social Media Highlight Templates