Broker Services

Healthy Dollars works closely with independent brokers to create a plan for our clients. We provide education and continued support to our broker community.

  • Education – Healthy Dollars is available to provide broker education on all of our programs.
  • Reporting – Extensive reporting capabilities exist. Current reports include:
  • Employee Account Balance report (YTD usage report) – Monthly “paid claims” report
  • Monthly “incurred claims” report – Claims lag report


Reports can be generated on a weekly, monthly or quarterly basis and are available upon request. We have the ability to run 50 systematic reports as well as create customized reports via the ad-hoc system (fee’s may be assessed for these reports). Reports are available in both .pdf and excel format.