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DataPath Summit

DataPath Summit

Overview

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...

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Learn from top reviewers

Summit is Worth It!

Rating: 8 out of 10
November 13, 2023
IncentivizedVetted ReviewVerified User
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 ...
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Jennifer Hagen, SHRM-CP
Manager - Corporate
Compliance Manager
Brinson Benefits
DataPath Summit2 years of experience
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Reviewer Pros & Cons

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Jennifer Hagen, SHRM-CP
Compliance Manager
Brinson Benefits (Computer Software, 11-50 employees)
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Pricing

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DataPath Summit

DataPath Summit

N/A
Unavailable

What is DataPath Summit?

Summit from DataPath headquartered in Little Rock, Arkansas is a cloud-based benefits account administration platform for managing employee retirement and health spending accounts (e.g. Flex), with debit card services if needed.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Rippling is an all-in-one platform for HR, IT, payroll, and spend management used to streamline the entire employee lifecycle, from hiring to benefits administration. Rippling additionally automates HR tasks, ensures compliance, and simplifies approvals. Rippling can also handle device management,…

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Product Details

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.

DataPath Summit Features

  • Supported: Default settings and wizards help streamline benefits administration, data entry and recordkeeping processes.
  • Supported: Secure broker access enables TPAs to permit brokers to have secure, online access to data on shared clients.
  • Supported: White label branding allows administrators to fully customize their portals with logos, colors, themes and message, all the way down to the URL.

DataPath Summit Competitors

DataPath Summit Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(2)

Reviews

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Summit is Worth It!

Rating: 8 out of 10
Incentivized
November 13, 2023
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 and Cons
  • Customer Service
  • Training
  • Problem solving
Likelihood to Recommend
The user interface for the most part was heads and shoulders above the legacy system. It was difficult to work between two systems, but we made it work. My clients took to it pretty easily as I recorded a user experience and also utilized the manual from DataPath. I do feel like the material provided was too generic and costly. I took the user guides and added current screenshots and instructions as the guides we purchased were outdated.
Most Important Features
  • Easy to use
  • Cloud based
  • Customer support
Return on Investment
  • Better efficiency
  • Less customer calls
Other Software Used
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