DataPath

Meet Today's Demands and Fuel Tomorrow's Growth  

The DataPath Platform brings your entire CDH, COBRA, billing, and well-being business together in a single, unified solution. Designed for scale and efficiency, the DataPath platform allows you to:
  • Grow while controlling costs  
  • Reduce manual work with AI & intelligent automation 
  • Deliver a seamless, modern experience for employers and participants 
  • Stay compliant while expanding your capabilities  

The platform designed to remove barriers 

and power growth

Success requires more than adding new clients – as a TPA, you need to simplify complex benefits, control costs, and deliver a superior user experience.

When your operations rely on disconnected systems and manual processes, growth slows, errors increase, and your team gets pulled away from high-value work.

The DataPath platform is built to change the way you operate so you can focus on what matters most: gaining new business and taking care of your clients.
  • Cohesive administration: A single, purpose-built solution for FSAs, HSAs, HRAs, COBRA, billing, and payments
  • AI & Intelligent automation: Eventbased workflows and realtime data updates reduce manual processing 
  • End-to-end COBRA complianceAutomated COBRA tracking and builtin financial controls support regulatory requirements
  • Integrated financial processes: Debit cards, electronic payments, and HSA investments make financial management easy 
  • Responsive design: Consumers get a fast, consistent, and intuitive experience across PC, tablet and phone 

CDH Accounts

Offer the full range of employee benefit accounts, with integrated payments and investments

  • Comprehensive, Customizable Account Administration: Offer FSAs, LPFSAs, HSAs, HRAs, Transit, and Section 132 Accounts with tierlevel customization for contributions and reimbursements 
  • Worry-free Compliance: Reduce risk with embedded regulatory safeguards such as nondiscrimination testing and available plan document templates 
  • Integrated Payments Experience: Simplify spending and reimbursement for consumers with an account‑linked debit card supporting a stacked environment and configurable MCC and IIAS restrictions. You can also send reimbursements via ACH and check.

COBRA + Billing

Manage COBRA, Retiree, and Direct Billing in a single platform

  • Automate compliance: Event-based notice generation, automatically monitored events, action item alerts, and time-frame tracking reduce your workload 
  • Flexibility for beneficiaries: Flexible loss-of-coverage options and payments, including check, ACH, mobile app, or third-party payments 
  • Affordable processing: Document fulfillment services with competitive rates 
  • Custom Premium Billing: Manage Retiree and Direct Billing, including collecting premiums for retiree plans, group health benefits, leaves of absence, individual Marketplace payments, parking fees, union dues, and more 

Well-Being BEnefits

Expand your lines of service with well-being benefits

  • Improved employer relations: Help your clients provide employees with access to products, services, and activities that improve overall well-being and satisfaction
  • Unlimited flexibility: Create flexible pre- and post-tax accounts to accommodate nearly any account-based reimbursement plan
  • Expanded offerings: Build benefits that meet your clients’ needs, such as employer bonuses and perks, disaster relief payments, support programs (gas, groceries, utilities, student loans, and more)
  • Easy payment options: Administer debit cards for Medicare Advantage / Medigap / Medicare Supplement programs for active employees or retiree

Features

Easy Account Setup

Launch plans faster with less effort.

Set up a new plan with just a few clicks or customize an existing one to meet employer needs. You can also create your own templates for use with similar plans. Use the default settings and wizards to streamline benefits administration, data entry, and record-keeping processes.

Flexible Data Exchange

Import your data that meets your needs.

Import participants, enrollments, claims, and contributions using the file layouts that work for you. Our Data Exchange adapts to your formats instead of forcing you into rigid templates.

Robust Reporting

Get the insights you need, when you need them.

Run on‑demand or automated reports in popular formats to support internal teams, brokers, and employers. Deliver notices via the platform, by secure email, or through fulfillment.

Secure Broker Access

Share data while staying in control.

Give broker partners secure access to shared clients while controlling exactly what they can see. Strengthen relationships and grow referrals without compromising data security.

BPO Services

Offload the work that slows you down.

Our affordable BPO services handle plan setup, enrollment, claims processing, fulfillment, and even participant support. Let your team focus on growth and high‑value work.

Modern Consumer Experience

Make benefits easy for participants.

A simple, intuitive consumer portal gives account holders clear data insights and the ability to manage accounts, submit claims, and more, across desktop and mobile. Plus a mobile app and debit card give easy access to account funds and management.

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