You want to retain current clients and win new ones. And when you work with UMB, we’ll help you do both. We understand that in today’s environment, it’s more important than ever for you to demonstrate your value to clients.
All UMB business partners 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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The Implementation Toolkit will get your clients started and help them understand exactly what to expect when introducing a high-deductible health plan with health savings account. Use the resources in this toolkit to guide your clients through a smooth and seamless implementation.
Launch and Ongoing
The Launch Communication Toolkit helps you put your clients on the right path to success—with an effective benefits communication strategy and ready-to-use templates to launch their new high-deductible health plan with HSA during annual enrollment. Show your clients how to keep the momentum going and seamlessly continue the campaign with the Ongoing Communication Toolkit.
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.
HSA FAQ Resource
Find answers to your most common HSA questions in our comprehensive HSA FAQs section.