Inspira Financial - 3x3x3 Challenge With Kathy Clark
Inspira Financial offers consumer-directed healthcare and financial wellness products, focusing on personalized service, innovative technology, and secure solutions for employers and employees.
Transcript:
What is Inspira Financial?
Inspira Financial, formerly known as Millennium Trust, PayFlex, and BRI, has been in business for 37 years and provides consumer-directed healthcare and financial wellness products. The company recently rebranded to align with its core values with a focus on helping clients plan, save, and invest for the future. We bring together health and wealth with comprehensive integrated financial wellness solutions for businesses of all sizes and the people they serve, all under one roof with $62 billion in assets under custody. Our clients range from public and labor, municipalities, Fortune 500, provides products such as HSAs, COBRA, self-directed and automatic IRAs.
How is Inspira Financial different?
Inspira Financial's difference lies in its client service, providing a personalized experience with an average account team tenure of eight years, offering consultative strategic support. Each client is assigned a dedicated implementation and account manager, ensuring quick resolutions and tailored service. As a leading technology-enabled administrator, we serve over 3,200 customers on our proprietary in-house platform, providing intuitive products while simplifying workloads for plan administrators. We have a 96% client retention rate, which speaks to the satisfaction of our clients. By offering comprehensive employee benefits, they help win the talent war, improving employee satisfaction and retention. Inspira Financial holds an A-rated security score from SecurityScorecard, ensuring clients' accounts and investments are secure and providing peace of mind to employees. This combination of personalized service, innovative technology, client satisfaction, and strong security positions Inspira Financial as a trusted partner for employers and employees alike.
Who is a good fit for Inspira Financial?
Our ideal clients are employers who provide employee benefits and enable their employees to save and invest for health expenses and retirement. The product suite includes HSAs, FSAs, COBRA, emergency savings funds, and lifestyle spending accounts to name a few. We are excited to invite you to a product demo where you'll see how our products can be tailored to meet the unique needs of your customers.
Transcript:
What is Inspira Financial?
Inspira Financial, formerly known as Millennium Trust, PayFlex, and BRI, has been in business for 37 years and provides consumer-directed healthcare and financial wellness products. The company recently rebranded to align with its core values with a focus on helping clients plan, save, and invest for the future. We bring together health and wealth with comprehensive integrated financial wellness solutions for businesses of all sizes and the people they serve, all under one roof with $62 billion in assets under custody. Our clients range from public and labor, municipalities, Fortune 500, provides products such as HSAs, COBRA, self-directed and automatic IRAs.
How is Inspira Financial different?
Inspira Financial's difference lies in its client service, providing a personalized experience with an average account team tenure of eight years, offering consultative strategic support. Each client is assigned a dedicated implementation and account manager, ensuring quick resolutions and tailored service. As a leading technology-enabled administrator, we serve over 3,200 customers on our proprietary in-house platform, providing intuitive products while simplifying workloads for plan administrators. We have a 96% client retention rate, which speaks to the satisfaction of our clients. By offering comprehensive employee benefits, they help win the talent war, improving employee satisfaction and retention. Inspira Financial holds an A-rated security score from SecurityScorecard, ensuring clients' accounts and investments are secure and providing peace of mind to employees. This combination of personalized service, innovative technology, client satisfaction, and strong security positions Inspira Financial as a trusted partner for employers and employees alike.
Who is a good fit for Inspira Financial?
Our ideal clients are employers who provide employee benefits and enable their employees to save and invest for health expenses and retirement. The product suite includes HSAs, FSAs, COBRA, emergency savings funds, and lifestyle spending accounts to name a few. We are excited to invite you to a product demo where you'll see how our products can be tailored to meet the unique needs of your customers.