UMB Business Partner Portal
- Plan information
- Implementation status
- Employee rosters
- Account status
HSAWorks® — Reporting and Analytics Tools
Within the portal you will also have access to HSAWorks—the most comprehensive reporting and analytics tools in the industry. HSAWorks’ detailed reporting empowers you to identify and analyze trends for your clients.
Many of our reports are perfect for your clients’ auditing and compliance purposes. But the real power of this data is in discovering trends, such as overall involvement, investment averages, employee contribution vs. distribution and more. Most importantly clients have the ability to identify their population of spenders vs. savers.
It’s More Than Numbers and Graphs
UMB’s HSAWorks provides aggregated data that not only looks at employee activity and numbers month-to-month, but also provides a view of the lifetime activity of the account which allows a better understanding of habits and any existing trends. By better understanding these trends, your clients’ can react to and influence employee health decisions leading to improved wellness and cost containment.
Ready to get started? Sign up today!
You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡