Summit

Benefits account administration and financial processes

5 /5 (3 reviews) Write a Review!

Summit Overview

What is Summit?

Summit is a cloud-based benefits administration platform that is designed to help TPAs (third-party administrators) manage and carry out employer-sponsored benefits within the United States. Summit is built from the ground up to seamlessly administer CDH and COBRA accounts.

The full-service solution enables administrators to design a variety of account-based plans, simple and complex, including medical, wellness, dental, vision, and more. Summit helps manage differentiated deductibles, variable employee/employer responsibility, co-insurance rates, and roll-over. Summit provides users with customizable templates for plan designs, reimbursement schedules, contribution schedules, and other repetitive tasks.

The solution supplies an end-to-end card processor that streamlines financial processes including electronic payments, debit cards, investment services, and custodial banking. Summit learns every user’s most frequent daily functions and automatically directs them as they navigate the platform. Dashboards, statistical analysis, and data modeling tools provide users with ‘big data’, as well as a drag-and-drop report writer.

Summit also helps facilitate firm consolidation and outsourcing processes by providing integration tools that facilitate data migration, from payroll imports to carrier feeds. White label branding lets organizations customize the admin and participant portals to reflect their branding, as well as create a custom web URL address.

Summit Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Contact DataPath for detailed pricing information.


Summit Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Summit users's homepage
Use Summit’s default settings for the most popular plan designs
View a list of plan templates and their descriptions
Change a plan's default settings
View account values and alerts history
View the agencies list
Review transactions and details
Electronic claims can be attached to transactions
Summit user's portal / participant portal
Summit video Summit video Summit screenshot: Summit users's homepage Summit screenshot: Use Summit’s default settings for the most popular plan designs Summit screenshot: View a list of plan templates and their descriptions Summit screenshot: Change a plan's default settings Summit screenshot: View account values and alerts history Summit screenshot: View the agencies list Summit screenshot: Review transactions and details Summit screenshot: Electronic claims can be attached to transactions Summit screenshot: Summit user's portal / participant portal

Summit Reviews

Summit Reviews

Overall rating
5
/
5
Excellent
3

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
100% recommended this app
Ryan C.

Awesome Company!

Fantastic service, innovative products. Very client-focused!


Bryce T.
Industry: Computer Software
Company size: 51-200 Employees

Rating only

Reviewed on 2016/07/27
Review Source: GetApp

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ryan C.

Awesome Company!

Reviewed on 2016/03/10
Review Source: Capterra

Fantastic service, innovative products. Very client-focused!

Rating breakdown

Ease of Use
Customer Support

Jessi H.
Industry: Computer Software
Company size: 51-200 Employees

Rating only

Reviewed on 2016/07/27
Review Source: GetApp

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
10/10
Based on 3 user ratings
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Summit Pricing

Summit Pricing

Starting from
N/A
Free Trial
Value for money

Contact DataPath for detailed pricing information.

Contact DataPath for detailed pricing information.

Value for Money
5/5
Based on 3 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Summit Features

Summit Features

API
Activity Dashboard
Activity Tracking
Applicant Tracking
Automatic Notifications
Customizable Branding
Customizable Reporting
Data Import/Export
Employee Database
Employee Management
Employee Onboarding
Employee Portal
Employee Self Service
Performance Management
Real Time Reporting
Recruitment Management
Reminders
Reporting & Statistics
Self Service Portal
Third Party Integration
Features
5/5
Based on 3 user ratings
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Categories

Additional information for Summit

Additional information for Summit

Key features of Summit

  • Account administration integration
  • Admin system and participant portal
  • Administration for employer benefits
  • Broker access
  • Business rules
  • CDH accounts
  • Comprehensive search
  • Consolidation and integration
  • Contribution schedules
  • Control access rights
  • Custodial banking and investment services
  • Custom login page
  • Custom web URL address
  • Customizable templates
  • Customization
  • Data segregation
  • Debit cards and electronic payments
  • End-to-end card processor
  • Popular plan designs
  • Reimbursement schedules
  • Report creation
  • Reporting
  • Secure, online broker access
  • Streamlined financial processes
  • White label branding

Benefits

  • Summit supports a vast array of benefit account types, including FSAs, HRAs, HSAs, transit, dependent care, and COBRA.

  • Summit’s default settings and wizards enable users to streamline benefits administration, record keeping processes, and data entry.

  • Summit provides brokers with secure, online access to specified data on shared clients.

  • With Summit, users can maintain full access control and designate what data can be shared with which people.

  • Organizations can customize the administration and participant portals with their branding including logos, colors, themes, and messages.

  • Summit FAQs

    Summit FAQs

    Below are some frequently asked questions for Summit.

    Q. What type of pricing plans does Summit offer?

    Summit offers the following pricing plans:

    Free Trial: Not Available

    Contact DataPath for detailed pricing information.

    Q. What are the main features of Summit?

    Summit offers the following features:

    • Account administration integration
    • Admin system and participant portal
    • Administration for employer benefits
    • Broker access
    • Business rules
    • CDH accounts
    • Comprehensive search
    • Consolidation and integration
    • Contribution schedules
    • Control access rights
    • Custodial banking and investment services
    • Custom login page
    • Custom web URL address
    • Customizable templates
    • Customization
    • Data segregation
    • Debit cards and electronic payments
    • End-to-end card processor
    • Popular plan designs
    • Reimbursement schedules
    • Report creation
    • Reporting
    • Secure, online broker access
    • Streamlined financial processes
    • White label branding

    Q. Who are the typical users of Summit?

    Summit has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Summit support?

    Summit supports the following languages:

    English

    Q. What type of pricing plans does Summit offer?

    We do not have any information about what Summit pricing plans

    Q. Does Summit support mobile devices?

    Summit supports the following devices:

    Android, iPhone

    Q. What other apps does Summit integrate with?

    Summit integrates with the following applications:

    Rx30 Pharmacy System

    Q. What level of support does Summit offer?

    Summit offers the following support options:

    Online Support, Phone Support