Rebrand for e-commerce company simplifying tax-free health benefits.

Portfolio of two e-commerce brands serving individuals with tax-free health benefits (FSAs/HSAs) was undifferentiated and difficult to navigate. Complex B2B2C sales funnel hinged on enabling partners to drive sales. Partners resisted direct selling approach, but were supportive of promoting educational content.

Business challenge


Core creative
idea/insight

Lack of consumer education and rampant confusion amidst account holders. Create parent brand to serve as consumer advocate and helpful resource to help simplify tax-free health accounts. Sub-brands to deliver a clear roadmap for consumers to understand and use their benefits in an era of rising health costs (and sell 100% eligible products in the process!).


  • Brand audit

  • Stakeholder workshops

  • FSA/HSA category auditing

  • Expert interviews

  • Brand architecture work

  • New brand positioning, naming, visual identities and messaging systems

  • Launch of educational content destinations featuring expert-written articles, videos and consumer guides

Strategic approach


Rebrands and parent company launched in 2019. Award-winning content. 70% CAGR. Successful exit through majority stake investment in the company in 2019. The portfolio now consists of five brands: FSA Store, HSA Store, WellDeserved Health, Medicare OTC Store, and Caring Mill.

Results

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Content Strategy Design