Innovative Benefits Administration Solution for CDH Accounts, HSAs and COBRA

'Everything You Could Need' Cloud-based Platform 

Summit supports a virtually unlimited array of benefit account types, including FSAs, HRAs, ICHRAs, EBHRAs, QSEHRAs, Dependent Care, Transit, and more. Summit also features seamless COBRA functionality.

Quick, Easy Account Setup

Summit’s default settings and wizards streamline employee benefits administration, data entry, and record keeping processes. Set up a new plan with just a few clicks or customize to meet employer needs. You can also create plan templates for use with other similar plans.

Full HSA Functionality

Summit is a one-stop shop for HSAs with management, investments, and banking in a single platform. Summit allows you to be as hands-on or hands-off as you choose. Account owners can self-certify expenses, enroll, and update elections in the online portal.

Mobile App

Summit’s convenient mobile app allows users to access account information, check balances, and submit claims on-the-go. Participants can also submit COBRA payments from their mobile device. Available for Apple and Android devices.

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 stuffing envelopes, postage, and mailing labor. We also offer claims entry, contribution processing, enrollment services, implementation, and more.

Nondiscrimination
 Testing

Nondiscrimination 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.

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.

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.