Marketing & Sales Toolkit/Resources

Check out these helpful marketing and sales materials for you and for your clients. Anyone can access the brochures and flyers. UMB business partners can get the communication and implementation toolkits—and other business-building tools—for free through the business partner portal today to find out how.

For Your Clients

Employer Brochure

Helps you understand the benefits of a UMB Healthcare Services’ HSA

HSA 101 Brochure (for accountholders)

Compelling reasons on how to benefit from an HSA now and in the future.

Saving and Spending Flyer (for accountholders)

Ways to save in the HSA and options to pay eligible expenses.

Eligible Medical Expenses Flyer

Comprehensive listing of HSA eligible medical expenses.

Benefit Communication Toolkits

Help clients launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long

Implementation Toolkit

Help clients know exactly what to expect and plan for when implementing an HSA

For You

Agent/Broker Commission and Rewards

Three ways to earn rewards for health savings account sales

UMB Sales reps contact information for Agent/Broker

Locate your nearest UMB Healthcare Services sales rep

Agent/Broker partner flyer

Find out how partnering with UMB can make you look great to your clients

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

Webinar Recording HSAs-10 Facts Everyone Should Know

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.‡

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section.