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Bancorp Bank Sales Overview

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Economy & FinanceBusiness
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Welcome to The Bancorp Bank HSA online tutorial on Health Savings Accounts
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who is The Bancorp Bank ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why We are Different ,[object Object],[object Object],[object Object],[object Object],[object Object]
Private Label Solution Your Brand not Ours ,[object Object],[object Object],[object Object],[object Object]
Customization ,[object Object],[object Object],[object Object]
 
 
Implementation ,[object Object],[object Object]
Integration/Automation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reporting ,[object Object],[object Object],[object Object]
Training • On-Site and Web Based Training Sessions • Train the Trainer Session/ Benefit Administrators • Online Training Guide for Staff Members • Employee Enrollment Assistance • Educational and Enrollment Support Materials • 24/7 Bi-Lingual Customer Support - Calls Routed as Needed to Ensure 80% in 20 Seconds
HC Product Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
HC HSA Pricing Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Funding Options Qualified Individual or Other Party on Behalf of a Qualified Individual: - E-Money Mover Credit Cards E-Transfers - Wire - Check or Money Order - Direct Deposit - ATM - UPS - MoneyGram ® ExpressPayment SM Employer: - Employer Online Funding Tool - Wire - Check or Money Order - Direct Deposit - FTP File - Integration with Payroll Provider CDHC Platform Provider: - FTP Deposit Files
Consumer Online Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Online Account Access
Real Time Account Balances
Online Bill Pay
E-Money Mover Employee Funding Tool
Employer Online Funding Tool
Providing a Customized CDHC Solution Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 

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Bancorp Bank Sales Overview

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