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.

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.

Robust 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.

BPO Services

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.