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Summit is Worth It!
November 13, 2023

Summit is Worth It!

Jennifer Hagen, SHRM-CP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with DataPath Summit

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.
  • Customer Service
  • Training
  • Problem solving
  • User interface
  • Written training
  • Easy to use
  • Cloud based
  • Customer support
  • Better efficiency
  • Less customer calls

Do you think DataPath Summit delivers good value for the price?

Yes

Are you happy with DataPath Summit's feature set?

Yes

Did DataPath Summit live up to sales and marketing promises?

Yes

Did implementation of DataPath Summit go as expected?

Yes

Would you buy DataPath Summit again?

Yes

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 I took the user guides and added current screenshots and instructions as the guides we purchased were outdated.