DataPath Summit

CDH | HSA | COBRA | BPO

Innovative Benefits Administration Solution for CDH, HSA and COBRA Accounts

Summit is the industry’s first all-in-one cloud-based solution for CDH and COBRA administration. Our platform helps you surpass the challenges of administering CDH, HSA, and COBRA accounts.


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Summit

Watch this short video to discover how Summit empowers you to Go Beyond.

HSA

Assets and Investments

  • Portal for account holders to enroll online, pay providers, manage investments, access tax information and submit and store receipts
  • Ability to offer hands-on, professional services or allow participants to self-certify expenses
  • HSA rollovers from another custodian allow account owners to keep all their HSA money in a single location
  • Benefits debit cards provide quick, secure access to HSA funds; MCC or IIAS restrictions can also be enabled

COBRA

COBRA, Retiree, and Direct Billing

  • Single employer and participant records for both CDH and COBRA administration
  • Single benefit plans that can possess different CDH and COBRA attributes
  • Event-based notice generation
  • Automatically monitored COBRA-related events
  • Time-frame tracking
  • Flexible loss-of-coverage options
  • Retiree and Direct Billing
Flexible, Cloud-Based Platform

Flexible, Cloud-Based Platform

Summit supports a virtually unlimited array of benefit account types, including FSA, HRA, ICHRA, EBHRA, QSEHRA, Lifestyle Spending Accounts, Dependent Care, Transit, and more. Summit also features seamless COBRA functionality.

Quick, Easy Account Setup

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 it to meet employer needs. You can also create your own templates for use with similar plans.

Fulfillment and BPO Services

Fulfillment and BPO Services

Our fulfillment and BPO services can help you become more efficient and stay focused on growing your business. Automated check and ACH fulfillment eliminates the hassles of printing, stuffing, postage, and mailing. We also offer claims entry and adjudication, contribution processing, enrollment services, implementation, and much more.

Convenient Benefits Debit Card

Convenient Benefits
Debit Card

With the Summit benefits card, participants have quick, secure access to their benefit dollars. The cards use a stacked benefit environment, allowing single-source access to multiple accounts. MCC and IIAS restrictions can be modified at the plan level.

Secure Broker Access

Secure Broker Access

Summit is the only platform that empowers you to give brokers secure, online access to specified data on shared clients. With Summit, you designate what data can be shared with which people. Maintain full control while forming closer relationships with referring brokers to grow your business.

Mobile App

Mobile App

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

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