Social & Influencers - Flex Documentation

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Organic social and creator content are your most cost-efficient channels — no ad budget required. They educate your existing audience, reinforce messaging across every other channel, and build credibility through real people showing Flex at checkout.

1. Organic Social

When to post: Start with a launch announcement, then keep Flex visible through evergreen posts, seasonal moments, and stories that show the checkout experience.

Platform strategy

Create a dedicated HSA/FSA Highlight on Instagram. It gives your customers a place to learn how to pay with Flex on their own time. Especially useful when messaging HSA/FSA in stories.

Templates

• Always Eligible

• LMN Required

Use these if your products are directly HSA/FSA eligible — no consultation required.Instagram / TikTok caption

Big news — you can now use your HSA/FSA funds to shop [BRAND NAME]. 🎉

That means eligible products can be purchased with pre-tax dollars,
potentially saving you up to 30–40% depending on your tax rate.

Here's how it works:
1. Add eligible items to your cart
2. Select Flex | Pay with HSA/FSA at checkout
3. Enter your HSA/FSA card — that's it

Shop the HSA/FSA eligible collection → [LINK]

#HSA #FSA #HealthSpending #Flex

LinkedIn

We're excited to announce that [COMPANY NAME] now accepts HSA and FSA payments
through our partnership with Flex.

Customers can now use pre-tax dollars to purchase eligible [PRODUCT CATEGORY] —
making it easier to invest in their health without extra out-of-pocket costs.

How it works:
1. Add eligible items to your cart
2. Choose Flex | Pay with HSA/FSA at checkout
3. Enter your HSA or FSA card to complete your purchase

Learn more → [LINK]

#HSA #FSA #HealthSpending #Flex

Twitter/X

You can now use your HSA/FSA at [COMPANY NAME]. 🙌

Use pre-tax dollars on eligible [PRODUCT] — and save up to 30–40%.
Just select Flex at checkout.

Shop now → [LINK] #HSA #FSA #Flex

Use these if your products require a Letter of Medical Necessity. Customers complete a brief telehealth consult through Flex.Instagram / TikTok caption

Did you know your HSA/FSA funds might cover [PRODUCT NAME]?

Through our partnership with Flex, eligible customers can use pre-tax dollars
at checkout — after a quick telehealth consult to confirm eligibility.

Here's how:
1. Add items to your cart
2. Select Flex | Pay with HSA/FSA at checkout
3. Complete a brief eligibility consult
4. Get your Letter of Medical Necessity and receipt by email

Check your eligibility → [LINK]

#HSA #FSA #HealthSpending #Flex

LinkedIn

[COMPANY NAME] has partnered with Flex to give eligible customers a new way
to pay for [PRODUCT CATEGORY] using their HSA or FSA funds.

Customers who qualify can complete a simple telehealth consult at checkout
and receive a Letter of Medical Necessity — making reimbursement straightforward.

Learn more → [LINK]

#HSA #FSA #HealthSpending #Flex

Twitter/X

Your HSA/FSA might cover [PRODUCT]. ✅

Eligible customers can now use pre-tax dollars at [COMPANY NAME] via Flex —
with a quick consult at checkout.

See if you qualify → [LINK] #HSA #FSA #Flex

Evergreen content ideas

Use these post angles on an ongoing basis — not just at launch:

• Year-end urgency: Remind customers to use FSA funds before they expire (post in Nov–Dec)
• Savings angle: Highlight the 30–40% savings potential with a specific product example
• How-it-works: Short Reel or Story walking through the checkout experience step by step
• Product spotlight: Tag individual eligible products with an HSA/FSA badge or callout
• FAQ: Answer common questions (“Does this work with my HSA card?” “What counts as eligible?”)

Best practices

• Use on-screen text and captions to reinforce the benefit — don’t rely on audio alone
• Stories and Reels outperform static posts for checkout demos; show the actual Flex screen
• Keep your Instagram Highlight updated — it’s the first place new visitors will look
• Pair posts with a link to your HSA/FSA landing page or eligible product collection

2. Influencers & Creators

When to activate: After your launch announcement, creators help extend reach to new audiences and add social proof. Best deployed during high-intent moments: Open Enrollment, Q4 FSA spend-down, or alongside a product launch.

What to focus on

Position Flex as a smart, modern way to invest in health — not a discount or workaround. The strongest creator content feels like a personal recommendation, not a brand announcement. The most effective content:

• Shows the checkout experience in real time (screen recording or over-the-shoulder)
• Explains the savings benefit in personal terms (“I save X by using my FSA here”)
• Highlights ease — selecting Flex takes seconds
• Ties to a timely moment (end of year, open enrollment, new year wellness goals)

Creator brief: what to include

When briefing a creator, give them these building blocks and let them use their own voice:

Key message:
[BRAND NAME] now accepts HSA/FSA payments through Flex.
That means you can use pre-tax health dollars on [PRODUCT] —
and potentially save 30–40% depending on your tax bracket.

How to show it:
- Walk through adding the product to cart
- Select Flex | Pay with HSA/FSA at checkout
- Show how simple the payment step is

Talking points:
- "I use my HSA/FSA dollars here because it's already money I've set aside"
- "Pre-tax means you're saving before taxes come out — it adds up"
- "Flex makes it simple — you just choose it at checkout"

Hashtags: #HSA #FSA #HealthSpending #Flex

What to avoid

Do not brief creators to make specific medical claims or guarantee eligibility for all customers. Keep messaging focused on the payment method, not health outcomes.

• ❌ “This product will treat or cure [condition]”
• ❌ Claiming all customers qualify without noting eligibility requirements
• ❌ Overstating the savings amount as a guarantee
• ✅ “This may be eligible for HSA/FSA” or “eligible customers can use pre-tax funds”
• ✅ Showing the checkout flow rather than making verbal claims about eligibility

Best formats