First Dollar’s Partner App makes benefit management quick and intuitive for support teams

Announcing our web app that will help partners support their customers.

The First Dollar team has been hard at work building a collaborative tool for teams managing benefits on the First Dollar platform. With features like CIP visibility and remediation, organization-wide data reporting, custom team role setting, and much more, our web app enables partners to enroll and manage members with HSAs and other consumer-directed health benefit accounts on our platform.

“We know how important quick, delightful customer service is for our partners which is why we are so excited about our release of the Partner web app. Its intuitive design and robust data will make benefit management and customer service a breeze.”

- Brea Porter, Partner Team Product Lead

Benefit setup and custom team roles make getting starting easy.

Screenshot showing web app and how benefit teams can set up custom roles
The Partner App allows teams to set up roles with varying access for easy and secure collaboration.

With custom team roles and benefit setup, we designed and built the Partner web app so that getting starting was straightforward.

  • Custom Role Setup. It takes a team to manage benefits, and we designed our web app to help your team. You can create custom roles, define role permissions, and add users to those roles through the application. We also support bulk user additions via spreadsheet. 
  • Member Benefit Setup. With our benefit setup, starting is simple. Just select which products you want to implement and provide the necessary information. 

With these features, implementation leads can create custom roles, define role permissions, upload team role information, and select desired products—all within the web application!

CIP transparency and resolution tools unblock potential onboarding issues.

product screenshot showing how Partner web app gives visibility into the CIP process
The Partner web app gives teams visibility of the CIP process. 

To create an HSA, account holders must successfully pass customer identity protocols. Unfortunately, most benefit platforms fail to give support teams visibility into this process. This ambiguity creates frustration for customers as new members are blocked from access to their healthcare funds and support teams as they fail to have the visibility or tools needed to problem-solve for their customers.

The Partner web app solves this roadblock by providing support teams with total transparency into the CIP process and the ability to resolve CIP issues within the app. With the web app, benefit support teams can access CIP status, the reason for CIP status, next steps for issue resolution, and updates. Our goal is to let our partners be as involved in or removed from the customer identity process as they want.

Search enables quick access to member info for problem-solving.

product screenshot showing how Partner App has search functionality
Search allows teams to access important member information quickly.

When you're on the phone with a customer, time is of the essence. Thankfully, the Partner App helps customer support teams ​​save time by enabling quick problem-solving with the ability to search for members by name or their member ID under "Member Search." After finding the member, teams can access helpful member info, such as their balance, transaction history, the ability to lock accounts, and much more.

product screenshot showing how partners can access member transaction history in the web app.
Through search, partners can easily access important member info, such as member transaction history.

Reporting tools give first-class business and benefits insights.

With just a click, access reports on overall business performance and see how clients and their members are using their benefits. With the Partner App, there are three main categories of insights that you’ll gain access to.

Business Insights: Gain insight into how business strategies are performing through our business-level reporting. Through the web app, you can access the following data:

  • Total number of clients
  • CIP status for all clients (% passed, needs review, failed) 
  • Total assets under management
  • Percentage of users investing
  • Percentage of users contributing to HSAs
  • Last month’s total HSA contributions 
  • Last month’s total HSA spending

Client Insights: Easily share info with clients on how their organization uses their benefits and gain valuable internal insight through our client-level reporting. Client-level reporting includes:

  • Total number of customers
  • Last contribution
  • Total assets under management
  • CIP status as an organization

User Insights: Easily review all member information within an organization, enabling quick member info access for problem-solving. Within an organization, you can review the following member information:

  • Member name
  • Member ID
  • Login status
  • KYC status
  • HSA balance

Intrigued? We'd love to discuss our Partner App and other tools on our health wallet platform.

Contact Sales