Training Videos

The following presentations provide you with step-by-step instructions for running reports and the basics of whatever plan you have chosen for your employees. These presentations contain an audio element so please make sure your volume is on.

As we understand the demands of a busy work schedule, these presentations can be watched at any time and can be paused and repeated as necessary to fit your schedule.

Generating Reports

Generating Reports

This presentation walks you through a step-by-step process on how to generate reports through your benefits portal. View Video

Self Service Options with Choice Strategies

Self Service Options with Choice Strategies

This presentation will review the many self-service features that are available to both you and your plan participants! View Video

The Admin Guide

The Admin Guide

This presentation walks you through the steps of logging into and using your employer admin guide. View Video

Reconciling Your Bank Account

Reconciling Your Bank Account

This presentation walks you through the steps of reconciling your bank account with Choice Strategies transactions. View Video

For Members - HRA Deductible Plan

For Members - HRA Deductible Plan

This presentation reviews the HRA Deductible Plan and how to access the HRA funds.  View Video