Marketing Materials

We understand that our healthcare benefit solutions can be confusing to new clients and their employees.  Our solutions are unique and non-traditional, which we know can make the pitch to your clients difficult.  Take a look at the following material to give you some insight and guidance as to how to approach your clients about our healthcare benefit solution options.

Services Guide – View or download a listing of services for our benefit solutions

Employee education is essential for offering a successful benefit plan.  An employer base that is well-educated on their benefits means increased participation levels, smooth benefit administration, and happier & healthier employees.

By educating your client’s employees, they are more likely to participate in your client’s offered plans, which with tax-advantaged benefit plans means both your client and their employees are saving money and paying less in taxes.  Employee enrollment can save your client hundreds of dollars by avoiding taxation on the funds their employees allocate to their accounts.  Also, the more employees understand, the likelihood of them asking questions to your client or your client’s human resources department is reduced greatly.  This gives your client more time in addressing other higher priority issues.

Our materials may not cover every question an employee may have; however, it will have all ASi’s contact information so they can reach out to us with any questions. We are happy to answer any questions they have about their benefit plans. *The provided information is general benefit materials and are NOT specific to your client’s company’s specific plans. Please refer to the plan document for any company specific information*

Health Reimbursement Arrangements

Integrated HRA
  • Integrated HRA Complete Kit (includes all documents below)
  • Benefit Overview
  • EOB Retrieve
  • Reimbursement Form
Excepted Benefits HRA
  • Excepted Benefits HRA Complete Kit (includes all documents below)
  • Benefit Overview
  • ASi Visa® Card
  • Substantiation Guide
  • ASi Employee Portal Login How To – English/Spanish
  • ASi Employee Portal Guide
    • How to Use the WEX Cloud Health Participant Portal (insert Employee Online Portal – Multi Account 7-9-18)
    • ASi Flex HRA Mobile App English Spanish
  • Reimbursement Form
Open HRA
  • Open HRA Complete Kit (includes all documents below)
  • Benefit Overview
  • ASi Visa® Card
  • Substantiation Guide
  • ASi Employee Portal Login How To – English/Spanish
  • ASi Employee Portal Guide
    • How to Use the WEX Cloud Health Participant Portal (insert Employee Online Portal – Multi Account 7-9-18)
  • ASi Flex HRA Mobile App
  • Reimbursement Form

Flexible Spending Accounts

FSA Employee Enrollment Authorization Form
This form is used to inform ASi of enrollment authorization.

Commuter Benefit Accounts

Commuter Benefit Accounts Employee Enrollment Authorization Form
This form is used to inform ASi of enrollment authorization.

COBRA

COBRA Notice of Qualifying Event
This form is used to notify ASi of an employee who has lost coverage or has had a COBRA qualifying event.

COBRA Qualifying Event Template (Excel)
This excel sheet can be used to notify ASi of a list of employees who have lost coverage or have had a COBRA qualifying event.

Current-Pending COBRA Participant Form
This form is used to notify ASi of your current and/or pending COBRA participants.

COBRA Initial Notification Form
This form is needed to inform ASi of employees who have NOT received their COBRA Initial Notification.

Healthcare Benefit Compliance

ERISA Compliance Checklist
Use this checklist to see if you are in violation of ERISA regulations.

Mandatory Requirements for Health Benefit Compliance
Use this checklist to see if you are following all the Health Benefit Compliance mandatory requirements for your business(s).

Understanding Your Fiduciary Responsibilities Guide
This guide gives a simplified explanation of the laws and requirements if you offer a group health plan.

Health Savings Accounts

HSA Employee Enrollment Authorization Form
Use this form to notify ASi of employee enrollment in plan.

San Francisco Healthcare Security Ordinance

HCSO Workplace Poster – Required to Post
This poster must be printed and posted in your employee break room.

Employee SF HCSO Voluntary Waiver Form
This form should be signed by your employees if they are voluntarily waiving their right to receive healthcare from your company.

Quarterly Reporting Template (Excel)
Use this excel spreadsheet to inform ASi of your eligible employee’s hours and status.