A TPA partner that makes you look great.
When your clients win, you win. We give you the service, flexibility, and support to deliver self-funded solutions that outperform the competition.
Partnership benefits
Everything you need to serve your clients with confidence.
Dedicated sales support
A named business development contact who understands your book, responds fast, and helps you build competitive proposals.
Competitive proposals
Fast-turnaround RFP responses with transparent pricing, clear scope, and no hidden fees. We make you look good on paper and in practice.
Flexible plan design
Customizable plan structures that let you match the exact needs of each client. No one-size-fits-all templates here.
Quarterly strategy reviews
Proactive reporting on plan performance, cost drivers, and renewal strategy. You're always prepared, never caught off guard.
Implementation support
Smooth transitions with a dedicated project manager, clear timelines, and proactive communication throughout onboarding.
Compliance confidence
In-house legal and compliance team covering ERISA, ACA, HIPAA, and state regulations so you and your clients are always protected.
Network flexibility
Your clients. Their networks. Your choice.
We work with multiple national and regional PPO networks, PBM partners, and stop-loss carriers. You pick the right fit for each client.
Why consultants choose Summit
Consultant portal
All your client data in one place.
The Consultant Portal gives you 24/7 access to reporting, plan documents, and renewal tools across your entire book. No more chasing emails.
- On-demand reports: census, paid claims, cost summaries, and check registers
- User-specific security controls so each team member sees what they should
- Benchmarking and predictive analytics for informed decision-making
Let's build something better for your clients.
Whether you're looking for a new TPA partner or exploring self-funding for a client, we're here to help you win.