Broker, Agent & Consultant Advantage

The spotlight is on you and the value you provide. That's the UMB Advantage.

There are many advantages to finding a partner that puts you first. At UMB, we have the dedicated brokers, agents & consultants resources, helpful tools and experience necessary for a successful partnership that maximizes your clients' consumer-directed health care strategy, while providing seamless implementation and integration.

You want to retain current clients and win new ones. And when you work with UMB, we’ll help you do both. Our business-building tools support and enhance your value every step of the way—helping you solidify your relationships and win more business. View our broker, agent & consultant fact sheet.

Connect to HSA Success

UMB by the numbers

  • More than $3.3 billion in HSA assets held on behalf of account holders
  • More than1.4 million individual accounts
  • More than 5.7 million healthcare spending account cards
  • A/A- rating by Fitch/Standard & Poor’s
  • More than 100 years in business

Partner with UMB

How do you help your clients implement Benefit Spending Accounts successfully? You find the best possible partner to work with. Sign up today to partner with UMB or find a UMB Healthcare Services sales representative in your region.

Your clients get flawless implementation. And you get the credit.

Employers want an easy and effective implementation process, and that’s just what we’ll provide. We’ve designed our systems to deliver a flawless experience; your clients will have everything they need to be successful.

Nobody does benefit communications better than UMB Healthcare Services.

Our comprehensive toolkits and marketing and sales resources make communication easy, improve the overall experience for your clients and their employees, and help them make sure they get the full value from their benefits and consumer-directed health care strategy.

Our robust data reporting and analysis make you a strategy star.

We help you stay ahead of the game with our industry-leading reporting tools, including our Business Partner Portal, the first portal to provide easy and secure access to real-time account information, extensive reporting tools and other valuable broker/agent resources.

We give you three ways to earn rewards with the UMB HSA Commission Program. Learn more about the rewards of working with UMB.

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.

How to Use ReceiptVault

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

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