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Employee benefits should be personal, educational, and easy to understand.
Founded by David Perry — nearly 30 years in the employee-benefits industry.
SHRM-CP Certified · NABIP Member
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Enrollment is complicated. Getting help shouldn't be.
We keep enrollment initiatives on track and put real people behind every question — with coordination, a direct line of communication, and hands-on guidance the whole way through.
Why Support Comes Next
Understanding benefits and acting on them are two different things.
Even a well-educated employee can stall out at the enrollment screen. Guide & Support is where Summit360 keeps things moving — a step-by-step path through enrollment, real people to ask when something's unclear, and one consistent channel connecting employer, employee, and the program itself.
The three pieces below work together to keep enrollment initiatives on track and employees from getting stuck.
Guided Enrollment
Summit Sherpa™
Step-by-step enrollment guidance that helps employees choose the coverage that actually fits their life — not just the plan they picked last year out of habit. Sherpa walks through the decision the way a knowledgeable friend would, not the way a plan document does.
- ^A guided path through enrollment, decision by decision
- ^Built around real-life situations, not just plan features
- ^Reduces default, last-minute, or no-decision enrollments
Real People, Real Answers
Summit Navigators™
Real people employees can turn to with benefits questions — before, during, and after enrollment. When a guide or FAQ isn't enough, Navigators are the human backstop that keeps a question from turning into a support ticket for HR.
- ^Live support for employees at every stage of enrollment
- ^Not a chatbot — a real point of contact who knows the plan
- ^Takes routine questions off HR's plate year-round
One Line, Not Ten
Summit Connect™
A single, consistent line of communication between employer, employee, and the benefits program — so nothing gets lost in translation. Instead of updates scattered across email threads and portals, everyone's working from the same source.
- ^One coordinated channel instead of fragmented updates
- ^Keeps employer, employee, and program in sync
- ^Cuts down on miscommunication during time-sensitive windows
Where This Fits
Support that carries through onboarding and beyond.
Sherpa, Navigators, and Connect all exist to keep momentum once someone actually engages — turning understanding into a completed, confident enrollment instead of a stalled one.
See the Full Support CycleWant to see it working on your enrollment calendar?
We'll walk through how Sherpa, Navigators, and Connect fit your program's timeline.