Innovative Benefits Administration Solution for CDH, COBRA and Well-being Benefits

Summit is the first cloud-based solution purposely designed as a single, all-encompassing platform for administering CDH accounts, COBRA, billing, and well-being benefits. Whether you want to administer just one line of service or all of them, Summit can help you Go Beyond what you may have thought possible for your business.

Watch a FREE Demo Now!

Developed with TPAs in mind, Summit streamlines benefits administration for FSA, HSA, HRA, ICHRA, EBHRA, QSEHRA, Lifestyle Spending Accounts, Dependent Care, Transit/Commuter accounts, COBRA, Retiree and Direct Billing.

Summit also includes integrated financial processes such as debit cards, electronic payments, and investments.

Watch this short video to learn more.

WATCH a FREE demo NOW

Grow your business by offering these high demand services on a single platform

Instance 1

COBRA

COBRA, Retiree, and Direct Billing

Event-based notice generation
Automatically monitored events
Action item alerts
Time-frame tracking
Flexible loss-of-coverage options
Document fulfillment services with competitive rates
Flexible payment options for beneficiaries, including check, ACH, mobile app, or third-party payments
Retiree and Direct Billing – manage custom billing needs, including collecting premiums for retiree plans, group health benefits, leaves of absence, individual Marketplace payments, parking fees, union dues, and more

CDH ACCOUNTS

FSAs, HSAs, HRAs, DCAPs, Transit

FSAs – easily administer health, dependent care, and limited purpose FSAs
HSAs – manage accounts, investments, and banking in a single platform. Participants can enroll online, make elections, and self-certify expenses
HRAs – provide traditional HRAs as well as ICHRAs, EBHRAs, and QSEHRAs. Set up nearly unlimited plan designs, from simple to the most complex, customizable at the tier level. Build additional plans for medical, dental, vision, student loan reimbursements (SLRAs/SLRPs), and more
Transit - offer Section 132 benefits for transit fare, commuter vehicle, and parking accounts
Nondiscrimination testing
Available plan document templates
Account-linked debit card offers a seamless payment solution for stacking multiple accounts on a single card. Modify MCC / IIAS restrictions at the plan level
Hands-off reimbursements via ACH and check fulfillment services

WELL-BEING BENEFITS

LSAs, Wellness, Medicare Solutions

Assist employers in providing employees with access to products, services, and activities that improve overall well-being
Create flexible pre- and post-tax accounts to accommodate nearly any account-based reimbursement plan
Enable employers to provide a wide array of employee bonuses and perks
Offer qualified disaster relief payments under IRS Section 139
Manage a wide variety of employee support programs (gasoline, groceries, heating oil, propane, etc.)
Administer debit cards for Medicare Advantage / Medigap / Medicare Supplement programs for active employees or retirees

WATCH A FREE DEMO NOW

Summit will help you go beyond what you may have thought possible

Quick, Easy Account Setup

Summit’s default settings and wizards streamline benefits administration, data entry, and record-keeping processes. 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.

Powerful Data Exchange

Using Summit’s robust Data Exchange, you can import plan participants and dependents, enrollments, claims, and contributions. Rather than forcing you to use specific templates, Summit can accept whatever import layout parameters you specify.

Automated, On-Demand Reporting

Run reports in the most popular formats, including automated and on-demand options, to meet internal, broker, and employer needs. Notices can be automatically posted in Summit, delivered via secure email, or sent to fulfillment.

Secure Broker Access

Summit is the only platform that lets you empower your broker partners with secure, online access to specified data on shared clients. You designate what data can be shared with which people. Maintain complete control while forming closer relationships with referring brokers to grow your business.

Business Process Outsourcing (BPO)

Take advantage of DataPath’s affordable, accurate BPO services to save time, conserve resources, and focus on the core competencies that create more value for your company. Available for all plan types, our extensive BPO services range from plan setup and enrollment to printing and mailing fulfillment, as well as most administrator tasks in-between.

Mobile App

Summit’s convenient mobile app allows users to access account information, check balances, submit claims, upload receipts on the go, and invest their HSA funds. Participants can also enroll in COBRA benefits and submit premium payments from their mobile devices.

WATCH A FREE DEMO NOW

The HR Dept., Inc

Summit’s ability to handle anything related to ARPA was an A+ job! DataPath helped us make sure we had all of our T’s crossed.

Greg Bowman - Owner | President

NueSynergy

We are very proud of the reputation we’ve built over the years of delivering personalized, consistent and knowledgeable service, supported by reliable and easy to use technology. DataPath shares our tireless focus on customer service. Through our partnership with DataPath we are confident that our industry leading organization can continue to provide our COBRA and Retiree Billing clients with a compliant, positive and value-driven experience.

Josh Collins - President

Querbes & Nelson

DataPath has given us a way to set ourselves apart from other brokers.

Rachel Thrash - Claims Manager

The Compliance Office

We were very impressed with DataPath. We were able to save a lot of money. Your training is spectacular!

Bill Mann - President

TaxFree Plans

We found DataPath to be a wonderful partner...look forward to many years in the future.

Dick Boever - Principal

WJ Alexander

Summit COBRA is very intuitive and easy to use – I am especially impressed with the importing ability. We have a large client with over 20,000 lives and Summit handles files with large volumes of code very easily and accurately. DataPath really understands the nuances of administering COBRA.

Michael Alexander - Senior Consultant

Secure Benefits Systems

DataPath has helped us streamline our office and our workflow.

Vrenae Daly - Comptroller

Diversified Administration, Inc.

DataPath's competitive pricing, quality products and services, and focus on client relationships can't be beat.

Susan Luskin - President/CEO

Benefit Solutions, Inc.

DataPath makes it easy to administer all of our lines of service, including HRA, COBRA, Transportation and Retiree Billing.

Linda Meyerhoffer - President