Flexplan Administrators, headquartered in Tulsa, Oklahoma, is a national third party benefits administrator providing administrative services for employee benefit programs under IRC and Section 125.
As Flexplan sought to grow its business, the TPA faced several challenges due to using different administration platforms for CDH and COBRA management. The multi-platform approach limited its ability to provide integrated services and grow its HSA business with financial institutions.
In 2022, Flexplan transitioned its business to DataPath to unify its CDH account and COBRA administration, while enabling the TPA to partner with a local bank for HSA services.
This case study explores Flexplan’s experience with the migration process and DataPath solutions, including:
- Unified administration capability
- BPO services
- Implementation support
- Marketing resources
Read the full case study to learn how Flexplan gained a competitive advantage, expanded its business services, and improved its operational efficiency.
DataPath is a leading innovator in the employee benefits, financial services, and insurance sectors. Our flagship benefits platform provides a comprehensive solution for managing CDH, HSA, Well-Being, COBRA, and Billing. In addition, we offer expert BPO services, contact center solutions, and award-winning marketing services.
