Communication Resources

You already understand the value of high-deductible health plans (HDHPs) with health savings accounts (HSAs). You know that when employees are spending less and saving more for health care, your bottom line improves. But what you may not know is how easy it can be to implement or switch an HSA. HSAs are only as successful as the number of employees who enroll and save. That’s why we make it easy to do both.

With the UMB Toolkits you get smooth implementation. Your employees get information they can understand and use.

All UMB customers have access to a variety of business-building tools, like our toolkits, for free. Learn more about the toolkits by clicking on the tabs below.

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Implementation Toolkit

The Implementation Toolkit will get you started and help you understand exactly what to expect when introducing a high-deductible health plan with health savings account. Use the resources in this toolkit for a smooth and seamless implementation.

Launch and Ongoing Communication Toolkits

The Launch Communication Toolkit helps put you on the right path to success—with an effective benefits communication strategy and ready-to-use templates to launch your new high-deductible health plan with HSA during annual enrollment. Keep the momentum going and seamlessly continue the campaign with the Ongoing Communication Toolkit.

Marketing & Sales Resources

Learn more about how you can implement HSAs successfully and why UMB is the best possible partner. Use helpful resources to make communication easy and improve the overall experience for you and your employees.

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.