Summit Dpath

Benefits account administration and financial processes

About Summit Dpath

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.

Key benefits of Summit Dpath

  • 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.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    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
    View 10 more
    Summit Dpath video
    Summit Dpath video
    Summit Dpath screenshot: Summit users's homepage Summit Dpath screenshot: Use Summit’s default settings for the most popular plan designs Summit Dpath screenshot: View a list of plan templates and their descriptions Summit Dpath screenshot: Change a plan's default settings Summit Dpath screenshot: View account values and alerts history Summit Dpath screenshot: View the agencies list Summit Dpath screenshot: Review transactions and details Summit Dpath screenshot: Electronic claims can be attached to transactions Summit Dpath screenshot: Summit user's portal / participant portal

    Features

    Total features of Summit Dpath: 21

    • Access Controls/Permissions
    • Accounting
    • Benefits Management
    • COBRA Administration
    • Client Portal
    • Credit Card Processing
    • Customizable Branding
    • Customizable Templates
    • Deduction Management
    • Document Templates
    • Electronic Payments
    • Employee Benefits Administration
    • Financial Management
    • HIPAA Compliant
    • HSA/FSA Administration
    • Health Insurance Administration
    • Online Benefits Enrollment
    • Reimbursement Management
    • Reporting/Analytics
    • Search/Filter
    • URL Customization

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    Reviews

    Overall rating

    5 /5
    (3)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have Summit Dpath?

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    Showing 5 reviews of 3
    Bryce T.
    Overall rating
    • Industry: Computer Software
    • Company size: 51-200 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Reviewed on 2016/07/27

    Ryan C.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Awesome Company!

    Reviewed on 2016/03/10

    Fantastic service, innovative products. Very client-focused!

    Fantastic service, innovative products. Very client-focused!

    Jessi H.
    Overall rating
    • Industry: Computer Software
    • Company size: 51-200 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Reviewed on 2016/07/27

    Summit Dpath FAQs

    Below are some frequently asked questions for Summit Dpath.

    Summit Dpath offers the following pricing plans:

    • Starting from:
    • Free Trial: Available

    Contact DataPath for detailed pricing information.

    We do not have any information about Summit Dpath features

    Summit Dpath has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Summit Dpath supports the following languages:

    English

    Summit Dpath supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations Summit Dpath has

    Summit Dpath offers the following support options:

    Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Summit Dpath.