AI-powered HSA software that simplifies account administration

Elevate’s all-in-one HSA software is the industry's first AI-powered, ultra-reliable benefits engine that helps benefit admins open and manage HSAs with ease.

Elevate software on devices

Instant withdrawal processing

Our HSA software leverages AI to read receipts and process standard withdrawal requests in under 35 seconds, and payments are made in real-time. No manual processing, no delays, just instant reimbursement. 

97% CIP Passage Rate

Elevate makes it simple to open HSAs faster, with a 97% CIP passage rate. This feature increases client satisfaction and makes it simple for employees to open and get approved for an HSA, all within your own platform.

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Flexible HSA account funding

You have complete control over the choice to either hold or deny HSA contributions for employees going through the CIP process. When employees pass the CIP process, funds are immediately posted to their accounts with no delay. This eliminates administrative headaches and ensures that employees receive HSA funds quickly. 

Elevate software on devices
Elevate software on devices

Retain assets and provide an exceptional offering for your clients

You risk employees moving funds to other financial institutions when they change employers or are unsure where to put their rollover HSA dollars. Elevate’s complete platform is the best option to keep funds in one convenient place.

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Anthemis logo

“With decades of deep experience at legacy providers, the Elevate team is unique in their ability to understand more complex plan and employer needs and apply modern technology to offer an elegant solution – a much-improved experience for both employers and employees.”

-Kate Sampson, Managing Director at Anthemis

Who is Elevate for?

We're for administrators looking for the ultimate competitive advantage. Elevate was built by experts to help you differentiate and, ultimately, add exceptional value.

Benefit platforms

Automate everything with a comprehensive platform that's brandable and future-proof.

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Financial institutions

Leverage the power of AI to do more with less, driving gross margin savings.

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Health plans

Integrate fully into your brand and get to market faster with built-in flexibility.

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Third-party administrators

Rely on a smarter system that operates according to your rules—and lets you modify for any business segment.

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Manage all of your benefits accounts with ease with Elevate

To transform the entire customer journey with elegance and simplicity, Elevate offers a comprehensive solution that supports all account types on a single platform, including health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), transit & parking, family forming, tuition, and lifestyle accounts.

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See Elevate in Action

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Request a Custom Demo

Elevate benefits account administration with Elevate. Get a custom demo today.

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FAQs

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What is HSA software?
Who is Elevate’s HSA software for?