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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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The best benefits programs are held together by work nobody sees.
We connect the systems behind enrollment, get new programs live without disruption, and catch billing discrepancies before they become a renewal-time surprise.
The Work Behind the Work
Employees notice a smooth enrollment. They never notice the system behind it.
Engagement and guidance only hold up if what's underneath them is solid. Onboard & Reconcile is the administrative backbone of a Summit360 program — the technology connections, the rollout of new programs, and the billing accuracy that keeps a benefits program running without surprises.
The three pieces below make sure what employees experience up front is backed by something reliable behind the scenes.
Connected Systems
Benefits Administration & Integrations
The systems behind enrollment, eligibility, and data connect and stay in sync — reducing manual work for your Human Resources (HR) team. Instead of re-entering the same data across carrier portals, payroll, and the benefits administration platform, the systems talk to each other.
- ^Eligibility and enrollment data stay consistent across systems
- ^Fewer manual data-entry touchpoints for your HR team
- ^Built around the technology stack a client already uses
Getting Started Right
Implementation
A new benefits program — or a new plan year — only goes smoothly if the groundwork is done right the first time. Implementation covers the setup work that happens before employees ever see an enrollment screen: carrier connections, system configuration, and a rollout plan that doesn't disrupt HR's day-to-day.
- ^A structured rollout plan for new programs and plan-year changes
- ^Carrier and system setup handled before enrollment opens
- ^Built to minimize disruption to HR's existing workload
Accuracy, Checked Early
Billing & Reconciliation
Carrier billing is checked against enrollment data so discrepancies are caught early, not at renewal. Instead of discovering a mismatch months later — after it's compounded across several billing cycles — it gets flagged and resolved close to when it happened.
- ^Carrier invoices checked against actual enrollment records
- ^Discrepancies flagged early, not discovered at renewal
- ^Fewer costly billing surprises across a plan year
Where This Fits
The reliability behind retention.
Accurate administration and clean billing don't just prevent headaches — they're a big part of why employers stick with a program year over year. When the back end is solid, the front-end experience employees actually see can stay simple.
See the Full Support CycleCurious what's happening behind your current program?
We'll walk through how integrations, implementation, and reconciliation fit your existing setup.