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BRI – Tips and Resources For New Plan Participants

Jan 22, 2024, 2 Minute Read

Taking advantage of pre-tax benefit plans through a Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), or Health Savings Account (HSA) allows your clients to stretch their benefits budget. With access to tax-free funds for qualified medical expenses, these accounts provide a strategic way to maximize savings and better manage healthcare costs. To ensure your clients make the most of their new accounts, here are tips to keep in mind, and reminders of valuable resources from BRI.

Accessing Funds

• Use the benefits debit card for instant access to funds at checkout.
• Submit claims online for reimbursement of eligible out-of-pocket costs in three ways: 1) BRIWEB, 2) BRIMOBILE app, or 3) mailing the claim form.

Checking Your Balance

• Check your balance anytime using the BRIMOBILE app (available for iOS and Android devices).
• Opt-in to BRIALERTS for real-time account-based notifications.
• Get instant access to your account on the BRIWEB secure participant portal.
• Call QUICKBALANCE at 800.473.9595 for 24/7 automated balance information.

View the BRI infographic for details.

Know What Expenses Are Eligible

• Check the BRI Eligibility List to confirm specific expenses.
• Shop at the FSA store or HSA store where all items are eligible.

Please review the Plan Highlights to confirm what expenses or expense types are permitted under the plan.

Understanding Your Accounts

• Medical Flexible Spending Accounts (FSAs) provide access to the full plan amount upfront, which is ideal if there’s a large expense early in the plan year.
• Dependent Care FSAs are a cash balance account. Funds accumulate over time for claims to be reimbursed.

Maximize Savings

• Visit the BRI Resource Center for resources to boost well-being and savings.
• Check the Commuter Benefit Resource Center to access a collection of regional resources to fully utilize pre-tax commuter funds.

To learn more, check out the BRI FAQs. These tips and resources will ensure your clients are well informed and prepared to make the most out of their pre-tax benefit plans.

Contact us at 800.696.4543 or info@claremontcompanies.com for assistance when you’re ready to enroll a group in a BRI Specialty Account.

Questions?
Contact The Answer Team at 800.696.4543 or info@claremontcompanies.com.

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