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
Helps you understand the benefits of a UMB Healthcare Services’ HSA
Compelling reasons on how to benefit from an HSA now and in the future.
Ways to save in the HSA and options to pay eligible expenses.
Comprehensive listing of HSA eligible medical expenses.
Help clients launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long
Help clients know exactly what to expect and plan for when implementing an HSA
Three ways to earn rewards for health savings account sales
Locate your nearest UMB Healthcare Services sales rep
Find out how partnering with UMB can make you look great to your clients
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.‡