Solutions

ISU Financial Services offers two solutions for Health Savings Account Management and Administration.

ISU HSA Manager™
Provides you with everything you need to manage and administer your Health Savings Account.

ISU HSA Complete™
The complete solution for Health and Wealth.
Combines the capabilities of ISU HSA Manager™ with a HDHP and other Insurance Services.

ISU Financial Services' solutions bring value to Individuals, Employers, Financial Institutions, TPAs, Insurance Companies, Insurance Brokers, Advisors, Executives and Partners. ISU Financial Services aggregates HSA information from a variety of sources and intelligently delivers it to the desktop. ISU Financial Services significantly reduces the amount of time in the management, administration and servicing of Health Savings Accounts. ISU Financial Services provides in-depth functionality tailored to the unique needs of any individual or organization providing Health Savings Accounts to their clients or employees and allows for access and a seamless delivery of information through a single, integrated desktop.

ISU Financial Services is an on-demand solution that provides accountholders with a single point of access to internal and external information, tools and services to manage their Health Savings Accounts. Our Partners and Employers have the choice to design their own solution with their branding specifications as part of an outsourced solution to ISU Financial Services. Another ISU Financial Services differentiation in the market is our flexible approach which allows ISU HSA Managerâ„¢ to support partial or total outsourcing of our products and services.

From a user perspective: the user is greeted with a single view where they can get the most up-to-date information regarding their Health Savings Account in one place. From a single, integrated view, users have access to current information and control to manage their HSA and self-directed investments according to their preferences and needs. Account information is no longer in multiple locations but is displayed on a single dashboard on the desktop. The solution is convenient and saves time.

From an executive perspective: the organization is provided with a powerful solution to manage and administer their Health Savings Account program from employee eligibility to reporting. Organizations get the most up-to-date information regarding their Health Savings Account program from one source. Organizations can leverage their investment in their benefits program while simultaneously reducing healthcare and administration costs, managing contributions and realizing a reduction of time spent in the administration components of benefits management. ISU Financial Services not only provides the integrated solution with banking, investments and payroll for the Health Savings Account but also the functionality to meet any partner or employer's needs for reducing healthcare costs and providing a benefits program to attract and retain their most valuable asset; their employees.

From a technology perspective, managing benefits and a CDHC program using a paper based process is time consuming. Building and constantly upgrading homegrown online solutions is costly. Most CDHC solutions on the market today provide only partial management of your Health Savings Account program or do not have the complete functionality to remain in compliance can increase risks and costs, complexity and compound reporting and tax filing problems. ISU Financial Services is a safe place to manage CDHC. ISU Financial Services provides you with all you need to manage and administer CDHC and by definition, delivers control to the user. Our solutions enable Individuals, Employers and Partners to successfully and easily manage their programs.

From a partner perspective, HSA management and administration maximize partner program management and participation. Our solutions enable partners to orchestrate HSA management and administration for themselves as employers and to their entire client base as a new product offering. The capabilities in our solutions enable partners to drive client retention, loyalty and effectiveness. As financial services institutions, TPAs, Insurance Companies, Insurance Brokers and Advisors engage in alliances to cross sell and service their clients, the need to have a reliable solution is critical to their success. ISU Financial Services is designed to help partners or other related parties be confident and successful in their program.

ISU Financial Services solutions ensure that you have access to transact and manage your HSA online, at any time, from anywhere in the world, delivering a superior customer experience. ISU Financial Services solutions support every stage of the HSA lifecycle from financial instruments, eligibility, enrollment, management and reporting resulting in personal service and client satisfaction.



The Green HSA

Saves You Gr$$n
and Saves Trees Too!

  • e-Enrollment
  • e-Transactions
  • e-Reporting
  • e-Statements
  • e-Payments
  • Online integrated HSA and HIA


Home Our Company Insurance Services The ISU Network Financial Services Contact ISU ISU \ Member Login
Introduction Solutions Services Value Resources Brochures