Innovative Benefits Administration Software for CDH, COBRA and Well-being Benefits

DataPath Summit is the first cloud-based solution purposely designed as a single, all-encompassing platform for administering CDH accounts, COBRA, billing, and well-being benefits. Whether your business plans involve administering just one line of service or all of them, Summit can help you get where you want to grow.

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Developed specifically with TPAs in mind, DataPath Summit streamlines benefits administration for FSAs, HSAs, HRAs, ICHRAs, EBHRAs, QSEHRAs, Lifestyle Spending Accounts, Dependent Care accounts, Transit and Parking accounts, COBRA, Retiree Billing, and Direct Billing.

Summit also includes integrated financial processes such as debit cards, electronic payments, and investments.

Watch this short video to learn more.

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Get where you want to grow by offering these high-demand services on a single benefits administration software platform

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COBRA

COBRA, Retiree, and Direct Billing

Event-based notice generation
Automatically monitored events
Action item alerts
Time-frame tracking
Flexible loss-of-coverage options
Document fulfillment services with competitive rates
Flexible payment options for beneficiaries, including check, ACH, mobile app, or third-party payments
Retiree and Direct Billing – manage custom billing needs, including collecting premiums for retiree plans, group health benefits, leaves of absence, individual Marketplace payments, parking fees, union dues, and more

CDH ACCOUNTS

FSAs, HSAs, HRAs, DCAPs, Transit

FSAs – easily administer health, dependent care, and limited purpose FSAs
HSAs – manage accounts, investments, and banking in a single platform. Participants can enroll online, make elections, and self-certify expenses
HRAs – provide traditional HRAs as well as ICHRAs, EBHRAs, and QSEHRAs. Set up nearly unlimited plan designs, from simple to the most complex, customizable at the tier level. Build additional plans for medical, dental, vision, student loan reimbursements (SLRAs/SLRPs), and more
Transit - offer Section 132 benefits for transit fare, commuter vehicle, and parking accounts
Nondiscrimination testing
Available plan document templates
Account-linked debit card offers a seamless payment solution for stacking multiple accounts on a single card. Modify MCC / IIAS restrictions at the plan level
Hands-off reimbursements via ACH and check fulfillment services

WELL-BEING BENEFITS

LSAs, Wellness, Medicare Solutions

Assist employers in providing employees with access to products, services, and activities that improve overall well-being
Create flexible pre- and post-tax accounts to accommodate nearly any account-based reimbursement plan
Enable employers to provide a wide array of employee bonuses and perks
Offer qualified disaster relief payments under IRS Section 139
Manage a wide variety of employee support programs (gasoline, groceries, heating oil, propane, etc.)
Administer debit cards for Medicare Advantage / Medigap / Medicare Supplement programs for active employees or retirees

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Count on DataPath Summit to take you where you want to grow

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

Powerful 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.

Automated, On-Demand 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

DataPath Summit is the only benefits administration software platform that empowers 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.

Business Process Outsourcing (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.

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Querbes & Nelson

DataPath has given us a way to set ourselves apart from other brokers.

Rachel Thrash Claims Manager