Summit – Cloud-Based Benefits Administration Software

Seamless employee benefits administration for FSA, HRA, HSA, Dependent Care, Transit, COBRA and more

 

Summit is the only true all-in-one cloud-based solution, featuring seamless benefits administration for CDH accounts, HSAs, and COBRA billing. Created with the needs of TPAs in mind, Summit simplifies and streamlines employee benefits administration across all lines of service such as FSA, Dependent Care, HRA, QSEHRA, HSA, Transit/Commuter accounts, and COBRA. Summit’s unified design is unrivaled – it’s the only benefits administration software solution that centralizes CDH account, HSA, and COBRA functionality in a single platform.

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How Summit Will Save You Time and Money

  • Quick and easy account setup – Our default settings and wizards allow plan setup with just a few clicks. You can customize contribution schedules, reimbursement and card settings, or whatever your clients need. You can also simplify new employer groups or plan years.
  • Global record keeping – Summit enables you to keep single employer and participant records for both CDH and COBRA administration. In addition, single benefit plans can possess different CDH and COBRA attributes.
  • Automated reimbursements – Speed up and simplify payment administration by automatically generating payments and stop manual payment creation.
  • Flexible data exchange – Tell Summit the type of data you expect, and it automatically reads and inputs the data you need. Our exchange also has automated data retrieval and delivery.
  • Non-discrimination testing – Non-discrimination testing in Summit is simple, whether the data being tested is already in the system or imported specifically for this purpose. In addition, our benefits administration software allows you to adjust participants’ compensation limits, and to print and share test results including recommended plan changes.
  • Additional Tools to Help You Grow – Unique broker portal, a la carte plan design capability, and full white label branding can elevate your business to the next level.

CDH Account Administration

Summit allows practically unlimited plan design, from the simplest to the most complex. With our cutting-edge benefits administration platform, you can customize your clients’ account-based plans with:

  • Multiple benefit designs and options (medical, dental, vision, wellness, etc.)
  • Account-linked debit card that offers a stacked benefit environment that allows portability between benefits
  • Differentiated deductibles
  • Co-insurance rates and co-pays for each benefit option
  • Variable employee/employer responsibility
  • Roll-over


HSA Administration and Investments

 

Summit HSA helps TPAs increase revenue without taking on a lot of additional work. Summit features simplified HSA administration, a low investment threshold, and industry-leading customer support. Boost your bottom line with a benefits administration platform that offers:

  • A participant portal for account holders to enroll online, pay providers, manage investments, access tax information and submit and store receipts
  • Account-linked debit card for participants to receive quick, secure access to their HSA funds; MCC or IIAS restrictions can also be enabled
  • Custodial banking services that eliminate the need for separate partnerships with banks or other entities

COBRA Administration


Since 2002, DataPath has been a recognized leader in COBRA billing solutions. Now with Summit COBRA, we’re elevating the way you handle benefits administration. Scale the mountain to greater success for you and your clients with Summit’s seamless COBRA functionality, including:

  • 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


Additional Features and Benefits

Reaching the pinnacle of employee benefits administration has never been easier. Benefits administration software should make it easy for TPAs to do their jobs and grow their business, and that’s exactly what DataPath had in mind when we created Summit. Features include:

  • A la carte plan design
  • Simple business consolidation
  • Secure broker access
  • Full white label branding
  • Faster, more secure payments

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ProBenefits, Inc.

With DataPath, you get a level of customer service I don't think you'll find elsewhere.

Gary Knight President

Read our White Papers on Employee Benefits Administration Software

White Paper: How TPAs Can Deliver a Unified HSA Experience and Maximize Earnings - Since 2005, the market for Health Savings Accounts (HSAs) and qualified high deductible health plans has been continuously growing, and so has the market for HSA management services. However, TPAs who want to compete and make money by adding HSAs to their portfolio see significant barriers to market entry — finding ... Read more

White Paper: How To Revolutionize CDH Account and COBRA Administration with New, Seamless Technology for TPAs - Computer technology is continually evolving. The benefits administration platforms of years past are ill-equipped to meet the demands of 21st century users, and benefits administrators are looking for increased efficiency, better data integrity, and greater value from software vendors. As vendors merge and go through multiple acquisitions, they try to meet ... Read more

White Paper: Positioning for Growth – Why TPAs Should Embrace a Thriving HSA Market - Health Savings Accounts (HSAs) have been growing in popularity over the past decade. Due to healthcare reform in Washington, D.C., and market demands, TPAs can benefit from a thriving HSA market. With multiple entities placing an increased focus on HSAs, TPAs need to know how to position ... Read more

White Paper: Evaluating Solutions to Leverage a Booming HSA Market - As the Health Savings Account (HSA) market continues to surge, the time is right for TPAs and other companies to jump in and build additional revenue.  However, one significant area of concern for TPAs is competing with banks. In order to become a formidable alternative to traditional ... Read more

White Paper: Assessing the Benefits of an End-to-End Card Processor in the Consumer Directed Healthcare Market - When considering an account-linked payment card for employer benefits, TPAs must find a solution that provides improved security, accountability, and flexibility for all parties involved in the transaction. Introduction The rise of consumer directed healthcare (CDH) during the past decade has led many employers to seek new methods to incent ... Read more


More Information about Employee Benefits Administration Software

Press Release – DataPath Launches Summit HSA – DataPath, Inc., a leading innovator of employer-sponsored benefits administration solutions, announced today its new Health Savings Account (HSA) administration and investment functionality in Summit, the company’s cloud-based platform. The HSA expansion will make DataPath Summit the industry’s only SaaS solution with fully-unified CDH, investment and COBRA billing capabilities. Learn more about this new functionality for its healthcare benefits administration software.

DataPath Announces the Release of COBRA in Cloud-Based Summit Platform – DataPath, Inc., a leading innovator in the consumer-directed healthcare industry, announced today new COBRA billing functionality in Summit, the company’s cloud-based benefits administration software platform. With Summit COBRA, benefits administrators will be able to perform both CDH and COBRA account administration within the industry’s only fully-unified cloud system. Find out how this technology is revolutionizing employee benefits administration.

Press Release: DataPath White Paper Examines Benefits Administration Platform Solutions for TPAs – DataPath keeps the needs of third party administrators (TPAs) top of mind when developing and updating employee benefits administration platforms like Summit. In this whitepaper, DataPath evaluates the evolution of computer technology and examines how current employee benefits platform solutions impacts the work of TPAs. For TPAs who work on the administration of several different healthcare benefits accounts, they must either use multiple vendors, or work on an integrated system that often has many potential problems with data integrity, records keeping, cost control and other important processes. Read to learn how DataPath addresses these issues and solves them with Summit.

DataPath Summit: The Nation’s Best Benefits Administration Platform – DataPath has listened to the needs of TPAs everywhere to design an employee benefits administration platform that is everything they could ever need. From one simple, cloud-based platform, TPAs can now manage FSAs, HRAs, HSAs, Transit Accounts and Benefits Debit Cards from one simple centralized location. Learn how Summit makes employee benefits administration easy here.

What is a Section 125 Cafeteria Plan? - A Section 125 Cafeteria Plan is an employer-sponsored benefits plan that lets employees pay for certain qualified medical expenses – such as health insurance premiums – on a pre-tax basis. It’s called a “cafeteria plan” ... Read more

Treating Mental Health with a CDH Account - Mental health currently represents one of the biggest healthcare challenges in the United States. It is estimated that: One out of every five adults in the U.S. experiences a mental illness at some point in their ... Read more

Presenteeism in the Workplace – What is it and How to Address it - American businesses lose billions of dollars every year due to employees missing work due to physical sickness and mental health issues. Many businesses also deal with the practice of absenteeism – employees missing work on ... Read more

8 Ways to Engage Your Millennial Employees in Health Benefits - Are you an employer or HR? Chances are you have Millennial employees on your staff. The following infographic provides you with valuable information about this demographic, and how you can engage your Millennial employees in ... Read more

Health Savings Account FAQs - Health Savings Accounts are increasing in popularity due to participants’ ability to reduce healthcare expenses, save on taxes, and put additional money aside for retirement. HSAs have been available since 2005, and people have many ... Read more


Employee Benefits AdministrationThe ‘Everything You Could Need’ Employee Benefits Administration Software Solution

Summit supports a virtually unlimited array of benefit account types, including FSAs, Dependent Care, HSAsHRAs, QSEHRAs, Transit/Commuter, COBRA and more.

Summit is your full-service solution for account-based financial management. A powerful, cutting-edge benefits administration platform, Summit allows practically unlimited plan design, from the simplest to the most complex. Administrators can design a customizable account-based plan with the following:

  • Multiple benefit designs and options (medical, dental, vision, wellness, etc.)
  • Debit card that links to any account-based employer benefit package and offers a stacked benefit environment that allows portability between benefits
  • Differentiated deductibles
  • Co-insurance rates and co-pays for each benefit option
  • Variable employee/employer responsibility
  • Roll-over

Employee Benefits AdministrationQuick and Easy Account Setup

Summit’s default settings and wizards streamline employee benefits administration, data entry, and record keeping processes. Setup a new plan with just a few clicks or customize to meet employer needs.

Save time by customizing default settings for the data entry processes you use most:

  • Default plan parameters — e.g., FSA, HRA, HSA, etc. — that can be further customized as needed from setup to setup
  • Contribution schedules
  • Reimbursement schedules
  • Debit card functionality

Summit’s wizards walk you through each step and ensure that the necessary information has been entered. In addition, an easy-to-follow progress bar helps keep you on track.


Employee Benefits AdministrationComplete HSA Management Capabilities

Summit offers you and your clients full HSA administration functionality. As a custodial platform, Summit is your one-stop shop for HSA management, banking and investments, allowing you to compete in the booming HSA market without having to take on a lot of work.

Summit HSA includes:

  • Custodial platform, so there’s no need to partner with a bank
  • Expense self-certification for participants
  • Patented ClaimsVault® for electronic receipt and document storage
  • Integrated investments

Employee Benefits AdministrationSeamless COBRA Administration

Since 2002, DataPath has been a recognized leader in COBRA billing solutions. Now with Summit COBRA, we’re elevating the way you handle benefits administration.

Scale the mountain to greater success for you and your clients with Summit’s seamless COBRA functionality, including:

  • 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

Employee Benefits AdministrationSimple Business Consolidation

Summit was built to meet the current market reality that firms are consolidating and outsourcing more than ever. Summit includes a Master-Sub relationship that is unparalleled in the industry.

Roll new books of business as a Subordinate under your Master portfolio, and gain comprehensive search and reporting functionality across all books of business while maintaining data separation.

Summit was also designed to simplify data integration. You already have data transfer systems in place with distinct file structures. Summit’s integration tool lets you continue to send and receive files in the same format you use now. You tell Summit the format in which you will provide the data and how to expect it.

Summit takes it from there.


Employee Benefits AdministrationSecure 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.

You control:

  • Access rights
  • Read/Write permissions
  • Data segregation
  • Report creation and customization
  • Quality and Audit controls

Summit’s unique broker access allows brokers to get the information they need, without risking clients’ privacy.


Employee Benefits AdministrationNon-Discrimination Testing

Non-discrimination testing in Summit is simple, whether the data being tested is already in the system or imported specifically for this purpose.

In addition, Summit allows you to adjust participants’ compensation limits, and to print and share test results including recommended plan changes.


Employee Benefits AdministrationWhite Label Branding

Customize the administration and participant portals with your brand, reflecting your logo, colors, themes, message, and web address. DataPath branding need not appear on any public-facing pages or features.

Summit is your private employee benefits administration platform, branded to fit your business needs. You have complete freedom to customize your site without DataPath’s ‘fingerprint’ appearing on any public-facing page.

That’s reserved for you.


And even more reasons to reach for Summit:

Global Navigation and Search – Summit learns your most frequent daily functions and automatically pushes them to you as you navigate, eliminating endless clicking to find the information you use most. No other web-based solution is designed specifically to allow multiple windows to be open simultaneously.

Top-Notch Reporting Capabilities – Summit’s unique drag-and-drop report writer lets you create custom reports within minutes. Management-level dashboards, statistical analysis, and data modeling tools provide ‘big data’ when you need it.

Data Migration Beyond the Boundaries – Summit makes normal import/export restrictions a relic of the past. Rather than limiting you to a few pre-defined file formats, Summit enables you to specify the format in which you will be providing the data and how Summit can expect it to arrive. From payroll imports to carrier feeds and beyond, importing and exporting doesn’t get any easier.

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CDH White Papers

How TPAs Can Balance Their Workload, Ensure Compliance, and Generate More Revenue Through Platform Efficiency [web]
How TPAs Can Overcome Potential Pitfalls to Deliver a Unified HSA Experience and Maximize Earnings [web|pdf]
How to Revolutionize CDH Account and COBRA Administration with New, Seamless Technology for TPAs [web|pdf]
Positioning for Growth: Why TPAs Should Embrace a Thriving HSA Market [web|pdf]
Evaluating Solutions to Leverage a Booming HSA Market [web|pdf]
CDH White Papers Assessing the Benefits of an End-to-End Card Processor in the Consumer Directed Healthcare Market [web|pdf]

Easily administer FSAs, HRAs, HSAs, COBRA and more!

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