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DataPath Summit

Score8 out of 10

2 Reviews and Ratings

What is DataPath Summit?

DataPath Summit is a cloud-based platform designed to assist third-party administrators (TPAs) in offering efficient CDH and COBRA account administration. The software provides a single record administration for both employers and employees, along with default settings and wizards for easy setup. Summit supports multiple types of benefit accounts, such as FSAs, HRAs, HSAs, Transit accounts, dependent care, and COBRA billing.

Summit offers brokers secure online access to specified data on shared clients while maintaining full control over what information is shared with whom. Organizations can customize the user portals with their branding elements - logos, colors, themes - ensuring that it aligns with their aesthetic requirements. As an automated reimbursement solution provider equipped with flexible data exchange capabilities, DataPath Summit aims to provide TPAs across the United States with improved benefits delivery efficiencies.

Categories & Use Cases

Summit is Worth It!

Use Cases and Deployment Scope

I ran an independent COBRA TPA where we switched 150 clients over from the legacy system. I was involved in the build, migration, and training for the new clients. We spent 6 weeks with an implementation specialist to create an environment for COBRA, FSA, HSA, and other benefit programs.

We also were a user as a client so I have experience using from an employee experience to manage my FSA and HRA.

Pros

  • Customer Service
  • Training
  • Problem solving

Cons

  • User interface
  • Written training

Most Important Features

  • Easy to use
  • Cloud based
  • Customer support

Return on Investment

  • Better efficiency
  • Less customer calls

Other Software Used

ADP Workforce Now, Trakstar Perform, Wrangle