Why Choose Surency?

FLEXIBILITY results in IDEAL SOLUTIONS

Surency provides flexible and straightforward reimbursement accounts and vision insurance options. We are proud to offer plans that are easy to use and easy to understand.

BROKER ACCOUNT

Hassle-Free Member Experience

Easy-to-use self-service tools — available 24/7

  • No-cost Surency Flex Benefits Card eliminates out-of-pocket expenses and reduces receipt requests
  • Online claims submission and reimbursement
  • Mobile app for quick account access, receipt upload, and claim submission

Best-in-class employee education

  • Pre- and post-enrollment materials
  • Tax-savings calculator, interactive election estimator form, a list of qualified medical expenses, and more!

Easiest To Do Business With

Simplified account administration

  • Access employer account information through a secure online login
  • Streamlined, accurate, and real time claims payments

Customer-focus

  • Highly trained customer service representatives and claims processors
  • Comprehensive, proactive consumer education proven to increase participation
  • Increased workflow automation (online enrollment and automatic payroll processing)

Non-Discrimination Testing Made Easy

Stay in Compliance

  • Non-Discrimination Testing is recommended in order to stay in compliance with federally mandated regulations when you offer FSAs, HRAs, and POPs.
  • Take advantage of the 7.65% tax break on annual employer matching FICA tax when you stay in compliance with federally mandated regulations.

Contact us to learn more about Non-Discrimination Testing

STILL HAVE QUESTIONS?

Fill out the form and a Surency team member will reach out to help you as soon as possible.