DataPath, Inc.1601 Westpark Dr., Ste. 9

Little Rock, AR 72204dpath.com | (800) 633-3841

Get your FREE Summit demo at dpath.com/summit or call us today

at (800) 633-3841

Founded in 1984, DataPath is a pioneer in

benefits administration technology, with more

than 100 years of industry experience on our

senior leadership team. We are a privately-

owned business focused on helping our clients

reach new heights.

Over the past four decades, we have been

creating innovative solutions and providing

superior customer support.

Discover how Summit can equip you to rise

above the competition at dpath.com/summit.

© 2021 DataPath, Inc. All Rights Reserved. v021121

CDH | HSA | COBRA

CDH | HSA | COBRA

CDH

HSA COBRA and Billing

Event-based notice generation

Action item alerts

Timeframe tracking

Multiple loss of coverage options

Integrated cash management

COBRA mobile app for participants

Direct and Retiree Billing

Integration with CDH accounts

Since 2002, DataPath has been helping COBRA administrators rise above their competition with industry-leading COBRA and Premium Billing solutions. We launched our cloud-based Summit COBRA in 2017 with powerful automation tools that help increase efficiency and reduce compliance headaches.

Summit’s robust billing capabilities include:

“DataPath’s competitive pricing, quality

products and services, and focus on client

relationships can’t be beat.”

Susan Luskin, President/CEODiversified Administration, Inc. “Summit COBRA is very intuitive and easy to use – I am

especially impressed with the importing ability. DataPath really

understands the nuances of administering COBRA.”

Michael AlexanderSenior Consultant, W.J. Alexander

Turnkey HSA management

Integrated investments and educational materials

Expense self-certification for employees

Online enrollment and elections for employees

Account-linked benefits debit card

Convenient mobile app

Patented ClaimsVault®

HSAs exceeded 29 million accounts by mid-2020 (double the number in 2016). With employers working to increase benefits value by adding HDHPs and HSAs, there is still significant untapped growth potential. For daily healthcare needs or as a long-term retirement account, HSAs are changing how people manage their money.

Summit HSA with integrated investing provides TPAs with a one-stop shop for account management and service delivery, helping you generate more revenue without taking on a lot of extra work.

Summit’s all-in-one HSA functionality offers:

DataPath Summit was designed to provide TPAs with what they need, how and when they need it most. It is the industry’s first all-in-one cloud-based platform for CDH account, HSA, COBRA, and billing administration. With a seamless design, Summit’s flexibility allows TPAs to take advantage of the full suite of solutions, or to choose only those services specific to their business.

DataPath clients also receive superior customer support from a responsive, knowledgeable U.S.-based service team. In addition, they can take advantage of extensive Partner Marketing benefits including a unique client rewards structure and award-winning employee engagement program.

Rise above the challenges of benefits administration with DataPath Summit.

Summit empowers TPAs to offer health and dependent care FSAs, HRAs, HSAs, and Transit/Commuter accounts. TPAs can create nearly unlimited plan types with must-have features including benefits debit cards and a comprehensive mobile app. They can grow their businesses and offer clients an array of service options without having to juggle extra software and multiple vendors.

Summit elevates your benefits administration with:

Features and BenefitsElevating your benefits administration has never been easier. DataPath Summit has the features and benefits that enable you to effortlessly manage accounts and expand your business.

Quick and easy account setup

At-a-glance dashboards

On-demand reporting

Simple business consolidation

Secure broker access

Global navigation and search

Compliant plan document templates

Powerful data exchange

Streamlined account setup with default settings and wizards

Flexible HRA plan designs adjustable at the tier level

Powerful data exchange to import participants, enrollments, claims, and contributions

Nondiscrimination testing for confident compliance

Secure broker access with full control over data and permissions

Custom card settings per employer plan

Fulfillment and claims processing services at competitive pricing

And more!

“We were very impressed with DataPath. We were able to

save a lot of money. Your training is spectacular!”

Bill Mann, PresidentThe Compliance Office

CDH | HSA | COBRA

CDH

HSA COBRA and Billing

Event-based notice generation

Action item alerts

Timeframe tracking

Multiple loss of coverage options

Integrated cash management

COBRA mobile app for participants

Direct and Retiree Billing

Integration with CDH accounts

Since 2002, DataPath has been helping COBRA administrators rise above their competition with industry-leading COBRA and Premium Billing solutions. We launched our cloud-based Summit COBRA in 2017 with powerful automation tools that help increase efficiency and reduce compliance headaches.

Summit’s robust billing capabilities include:

“DataPath’s competitive pricing, quality

products and services, and focus on client

relationships can’t be beat.”

Susan Luskin, President/CEODiversified Administration, Inc. “Summit COBRA is very intuitive and easy to use – I am

especially impressed with the importing ability. DataPath really

understands the nuances of administering COBRA.”

Michael AlexanderSenior Consultant, W.J. Alexander

Turnkey HSA management

Integrated investments and educational materials

Expense self-certification for employees

Online enrollment and elections for employees

Account-linked benefits debit card

Convenient mobile app

Patented ClaimsVault®

HSAs exceeded 29 million accounts by mid-2020 (double the number in 2016). With employers working to increase benefits value by adding HDHPs and HSAs, there is still significant untapped growth potential. For daily healthcare needs or as a long-term retirement account, HSAs are changing how people manage their money.

Summit HSA with integrated investing provides TPAs with a one-stop shop for account management and service delivery, helping you generate more revenue without taking on a lot of extra work.

Summit’s all-in-one HSA functionality offers:

DataPath Summit was designed to provide TPAs with what they need, how and when they need it most. It is the industry’s first all-in-one cloud-based platform for CDH account, HSA, COBRA, and billing administration. With a seamless design, Summit’s flexibility allows TPAs to take advantage of the full suite of solutions, or to choose only those services specific to their business.

DataPath clients also receive superior customer support from a responsive, knowledgeable U.S.-based service team. In addition, they can take advantage of extensive Partner Marketing benefits including a unique client rewards structure and award-winning employee engagement program.

Rise above the challenges of benefits administration with DataPath Summit.

Summit empowers TPAs to offer health and dependent care FSAs, HRAs, HSAs, and Transit/Commuter accounts. TPAs can create nearly unlimited plan types with must-have features including benefits debit cards and a comprehensive mobile app. They can grow their businesses and offer clients an array of service options without having to juggle extra software and multiple vendors.

Summit elevates your benefits administration with:

Features and BenefitsElevating your benefits administration has never been easier. DataPath Summit has the features and benefits that enable you to effortlessly manage accounts and expand your business.

Quick and easy account setup

At-a-glance dashboards

On-demand reporting

Simple business consolidation

Secure broker access

Global navigation and search

Compliant plan document templates

Powerful data exchange

Streamlined account setup with default settings and wizards

Flexible HRA plan designs adjustable at the tier level

Powerful data exchange to import participants, enrollments, claims, and contributions

Nondiscrimination testing for confident compliance

Secure broker access with full control over data and permissions

Custom card settings per employer plan

Fulfillment and claims processing services at competitive pricing

And more!

“We were very impressed with DataPath. We were able to

save a lot of money. Your training is spectacular!”

Bill Mann, PresidentThe Compliance Office

CDH | HSA | COBRA

CDH

HSA COBRA and Billing

Event-based notice generation

Action item alerts

Timeframe tracking

Multiple loss of coverage options

Integrated cash management

COBRA mobile app for participants

Direct and Retiree Billing

Integration with CDH accounts

Since 2002, DataPath has been helping COBRA administrators rise above their competition with industry-leading COBRA and Premium Billing solutions. We launched our cloud-based Summit COBRA in 2017 with powerful automation tools that help increase efficiency and reduce compliance headaches.

Summit’s robust billing capabilities include:

“DataPath’s competitive pricing, quality

products and services, and focus on client

relationships can’t be beat.”

Susan Luskin, President/CEODiversified Administration, Inc. “Summit COBRA is very intuitive and easy to use – I am

especially impressed with the importing ability. DataPath really

understands the nuances of administering COBRA.”

Michael AlexanderSenior Consultant, W.J. Alexander

Turnkey HSA management

Integrated investments and educational materials

Expense self-certification for employees

Online enrollment and elections for employees

Account-linked benefits debit card

Convenient mobile app

Patented ClaimsVault®

HSAs exceeded 29 million accounts by mid-2020 (double the number in 2016). With employers working to increase benefits value by adding HDHPs and HSAs, there is still significant untapped growth potential. For daily healthcare needs or as a long-term retirement account, HSAs are changing how people manage their money.

Summit HSA with integrated investing provides TPAs with a one-stop shop for account management and service delivery, helping you generate more revenue without taking on a lot of extra work.

Summit’s all-in-one HSA functionality offers:

DataPath Summit was designed to provide TPAs with what they need, how and when they need it most. It is the industry’s first all-in-one cloud-based platform for CDH account, HSA, COBRA, and billing administration. With a seamless design, Summit’s flexibility allows TPAs to take advantage of the full suite of solutions, or to choose only those services specific to their business.

DataPath clients also receive superior customer support from a responsive, knowledgeable U.S.-based service team. In addition, they can take advantage of extensive Partner Marketing benefits including a unique client rewards structure and award-winning employee engagement program.

Rise above the challenges of benefits administration with DataPath Summit.

Summit empowers TPAs to offer health and dependent care FSAs, HRAs, HSAs, and Transit/Commuter accounts. TPAs can create nearly unlimited plan types with must-have features including benefits debit cards and a comprehensive mobile app. They can grow their businesses and offer clients an array of service options without having to juggle extra software and multiple vendors.

Summit elevates your benefits administration with:

Features and BenefitsElevating your benefits administration has never been easier. DataPath Summit has the features and benefits that enable you to effortlessly manage accounts and expand your business.

Quick and easy account setup

At-a-glance dashboards

On-demand reporting

Simple business consolidation

Secure broker access

Global navigation and search

Compliant plan document templates

Powerful data exchange

Streamlined account setup with default settings and wizards

Flexible HRA plan designs adjustable at the tier level

Powerful data exchange to import participants, enrollments, claims, and contributions

Nondiscrimination testing for confident compliance

Secure broker access with full control over data and permissions

Custom card settings per employer plan

Fulfillment and claims processing services at competitive pricing

And more!

“We were very impressed with DataPath. We were able to

save a lot of money. Your training is spectacular!”

Bill Mann, PresidentThe Compliance Office

DataPath, Inc.1601 Westpark Dr., Ste. 9

Little Rock, AR 72204dpath.com | (800) 633-3841

Get your FREE Summit demo at dpath.com/summit or call us today

at (800) 633-3841

Founded in 1984, DataPath is a pioneer in

benefits administration technology, with more

than 100 years of industry experience on our

senior leadership team. We are a privately-

owned business focused on helping our clients

reach new heights.

Over the past four decades, we have been

creating innovative solutions and providing

superior customer support.

Discover how Summit can equip you to rise

above the competition at dpath.com/summit.

© 2021 DataPath, Inc. All Rights Reserved. v021121

CDH | HSA | COBRA

DataPath, Inc.1601 Westpark Dr., Ste. 9

Little Rock, AR 72204dpath.com | (800) 633-3841

Get your FREE Summit demo at dpath.com/summit or call us today

at (800) 633-3841

Founded in 1984, DataPath is a pioneer in

benefits administration technology, with more

than 100 years of industry experience on our

senior leadership team. We are a privately-

owned business focused on helping our clients

reach new heights.

Over the past four decades, we have been

creating innovative solutions and providing

superior customer support.

Discover how Summit can equip you to rise

above the competition at dpath.com/summit.

© 2021 DataPath, Inc. All Rights Reserved. v021121

CDH | HSA | COBRA