Highlights : About Summit






Product Details
Features
Administration for employer benefits
CDH accounts
Broker access
Consolidation and integration
White label branding
Account administration integration
Streamlined financial processes
Debit cards and electronic payments
Custodial banking and investment services
End-to-end card processor
Popular plan designs
Contribution schedules
Reimbursement schedules
Customizable templates
Comprehensive search
Reporting
Business rules
Customization
Secure, online broker access
Control access rights
Data segregation
Report creation
Custom login page
Custom web URL address
Admin system and participant portal
Benefits
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.