Automate your admin, elevate your business.
Transform the employee benefit experience with the platform that automates the administration of HSAs, FSAs, HRAs, and every account in between.
The pathway to proven automation starts here
Move beyond the limits of legacy platforms with the automated, AI-powered benefit accounts engine trusted by account administrators to support hundreds of thousands of American workers and their families.
Enhanced UX for everyone
Highly efficient APIs and white-label branding help expedite platform integration and scale.
Configurability on your terms
Fast, modern user-experience empowers account administrators, end-users, and beyond.
The differences aren’t just incremental, they’re transformational
Participant experience
Provide users with modern payment conveniences.
Frictionless interface & real-time alerts
Intuitive design with instant feedback and alerts, simplifying the effort for users.
Instant claims & payments
AI approvals and real-time Venmo and PayPal payments, so participants get their money the very same day.
Faster HSA opening & transfers
Automated ID checks and AI-processed balance transfers for a hassle-free setup.
Lower HSA investment
98% lower fees help participants grow their balances faster.
Platform administration
Reduce manual tasks and errors from end to end.
Bullet-proof money movement
Automated funding flows that eliminate manual reconciliations, balance discrepancies, check voids/re-issues, and ACH rejections.
Quick enroll & manage
Instant plan setups, enrollment, and changes—without waiting for system processing or platform support.
Claims automation & control
AI approvals with smarter workflows and max control—so you can move paid claims between plan types and auto-update employer invoices—all hands-free.
Trackable audit logs
Track who changed what, when, and how for total transparency.
Ongoing innovation
Access continuous breakthroughs through frequent releases.
APIs & deep integrations
Access the entire platform via APIs—no manual data transfers needed.
Frequent updates with rigorous QC
Automated testing in multiple environments for frequent, stable, and on-time releases.
Custom branding
Tailor the look and feel, including mobile app, to differentiate your offering.
Scalable architecture
Continuous investments in automation, all built to grow with your business.
Partner-centric model
Control costs with our inclusive pricing and no-SOW model.
No hidden fees/SOWs
All-inclusive pricing, fee-free customizations, and no extra costs for your own data.
Aligned growth
Profit together as you expand, without nickel-and-diming your every move.
Zero competition
Your customers stay your customers. We don’t compete with you; we help you delight them.
Full control
Partner self-service for it all: adjust plans, process changes, customize employer settings, and reduce turnaround times.
Look who’s choosing automation over limitations
"Elevate not only met but exceeded our expectations for advanced, reliable, and scalable technology."
Sr. Director, Business Development
"This upgraded platform will give our clients the modern convenience they deserve. The increase in automation enhances how we service our clients, all while giving employees faster access to their benefits money."
President of Rocky Mountain Reserve
"Not only is the Elevate platform more secure and accessible, but 90% of claims can be approved instantly with intelligent AI technology."
Chief Research Officer at Lighthouse Research
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