Streamlined Plan Setup

Using Summit’s default settings and wizards, you can set up plans quickly and easily. Summit also enables TPAs to create plan templates that can be utilized with other similar plans.

Real-time Data

When changes are made in the cloud-based platform, records and data are updated and those changes are visible immediately.

Customizable Card Behavior

If desired, TPAs can customize card behavior per each employer plan, rather than per plan type. You can also edit MCCs without having to submit a ticket to our support team.

Go Beyond Prefunding Limitations

DataPath does not require employer group prefunding for card transactions. We assume the risk on behalf of our clients.

Powerful Data Exchange

Import plan participants and dependents, enrollments, claims, and contributions.

Higher Level of Service

Summit provides compliant plan document templates that TPAs can customize, or you can upload and share your own. You can also perform nondiscrimination testing in the portal.

Go Beyond with BPO Services

Let us handle your participant enrollments, contribution processing, and claims processing accurately and at affordable rates. Focus on what you do best.

Convenient Mobile App

The Summit mobile app allows participants to view and update their account information on-the-go. Plus, they can submit claims and upload receipts directly from their smartphones and tablets.