Lauda Financial
How it works

Everything you get when you work with Lauda.

A clear look at every piece — from understanding your program to supporting your employees. No surprises, no homework left on your desk.

01
Where we start

We meet you where you are.

Before we recommend anything, we get the full picture of your benefits program — so the plan fits your company, not a template.

Your program

The scope of what you offer employees today.

Your timeline

When open enrollment lands, and what has to happen first.

Your team

Who runs benefits — and how hands-on they can be.

Your challenges

What's gotten in the way of enrollment before.

02
The decisions

We help you answer the key questions first.

A few early decisions shape everything that follows. We bring the data and the recommendation; you make the call.

Q01

How much should you contribute to employee HSAs?

Q02

Should you run a special incentive program?

Q03

Which plans should you offer?

03
The rollout

We help you plan the rollout.

A rollout employees actually notice — for the right reasons.

How you communicate it

We map the message and the moments — what employees hear, and when.

Employee email communications

We write and produce the email communications that go out to your employees.

04
Your team

We work with your team.

How hands-on we are depends on the capabilities of your benefits admin — we flex to fill the gaps.

HR team engagement

We work alongside your HR team through the season.

Employee questions & calls

We field questions and calls from employees, so your team doesn't have to.

Signups & engagement

We monitor signups and employee engagement as enrollment runs.

05
Your employees

We give your employees the tools to decide.

Every employee sees the switch in their own dollars — and knows exactly what to do next.

How much should I contribute?

A personalized view that turns the HSA decision into plain numbers.

How to maximize savings & HSA

Guidance that helps each employee get the most out of their plan.

See what this looks like for your team.

Tell us a little about your program and we’ll walk you through the pieces that fit.