UMB Launches Portal to Better Track HSAs
“The portal has an intuitive design that provides business partners with real-time access to their employer groups’ account information, which allows them to answer client questions with a click of a mouse,” said Dennis Triplett, CEO of UMB Healthcare Services. UMB Healthcare Services is a division of UMB Financial.
The portal includes a dashboard view of account information, enhanced reporting functionality and data analysis, allowing brokers/agents to create a customized approach for each employer’s health savings account program.
“This portal helps enhance the visibility of our business partners and the services they offer, while demonstrating our commitment to better equipping partners and the employers they serve,” Triplett said.
