Contact Us!

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Call us at 800-913-0172, 9AM – 11PM Eastern (6AM – 8PM Pacific), and one of our expert, friendly Personal Benefits Managers will be happy to assist you.

Or fill out the form below to send us a message.

We are experts on HSA plans and on the plans in your state, and can help make the process faster and easier. Your Personal Benefits Manager will answer all your questions, and act as your personal contact any time you need to communicate with us.

Personal Consultations

If a Personal Benefits Manager specializing in your state is not available when you call, our receptionist Marla will schedule a telephone appointment.

This will enable your Personal Benefits Manager to thoroughly research your options before the phone call, let you know the pros and cons of the various plans you are considering, and give you their professional opinion as to which plans will best meet your needs. We’ll help you get enrolled with the plan you choose, help you get your HSA set up, and make sure the whole process is easy and understandable.

The easiest way to schedule an appointment is to call our office and let Marla know that you’d like to schedule a time to speak with a consultant. She will gather some basic information from you, so that we can review some plan options prior to our meeting. You can also fill out our Appointment Request form to immediately schedule a meeting with one of our Personal Benefits Managers.

Note: We do have evening and weekend appointment times available.

If you’d like to speak to one of our Personal Benefits Managers about your situation, you can schedule an appointment right on their calendar. Indicate your state so we can connect you with a team member that is an expert in that state.


1001-A E. Harmony Rd #519 Fort Collins, CO 80525
Telephone: 800-913-0172
[email protected] | © 2024 - All Rights Reserved

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Disclaimer: All information on this website is relayed to the best of the Company's ability, but does not guarantee accuracy. Information may be out of date. The content provided on this site is intended for informational purposes only and does not guarantee price or coverage. This site is not intended as, and does not constitute, accounting, legal, tax, and/or other professional advice. Determination of actual price is subject to Carriers.