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.
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Easily open and manage HSAs with AI-powered HSA software
With the power of AI, our customizable, cloud-based HSA software makes managing HSA accounts easier for benefits administrators and health plans. With instant CIP reviews, it’s easy to open and manage HSA accounts all from your own platform.
Instant withdrawal processing
Our HSA software leverages AI to process standard withdrawal requests in under 35 seconds, and payments are made in real-time. No manual processing, no delays, just instant reimbursement.Â
Streamlined CIP Process
Elevate makes it simple to open HSAs faster and securely, with instant Customer Identification Program (CIP) reviews. This feature increases client satisfaction and makes it simple for employees to open and get approved for an HSA, all within your own platform.
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.Â
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Embedded investments
A simplified investment experience helps employees looking to maximize HSA benefits. Elevate’s embedded investment solution makes it easy for workers to manage and grow their HSAs in one convenient place.
Deliver reliable, AI-powered solutions for your clients with ElevateÂ
Our fully white-label solution is customized to your needs. Improve client loyalty, increase profit margins, and make HSA administration a breeze with Elevate.
Embeddable APIs
Build your own experience with RESTful APIs and integrations, content management and style guides.
Complete customization
You have total control in enabling back-office efficiencies and real-time updates, with no need for tickets.Â
Modern, cloud-based HSA software
Elevate is a 100% cloud-based platform with modern architecture that guarantees scalability and security.
Expert implementation and ongoing support
Our expert implementation and technical specialists will provide a process-driven approach to onboarding, helping you transition from your current provider.
“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.”
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.
Financial institutions
Leverage the power of AI to do more with less, driving gross margin savings.
Health plans
Integrate fully into your brand and get to market faster with built-in flexibility.
Third-party administrators
Rely on a smarter system that operates according to your rules—and lets you modify for any business segment.
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.
See Elevate in Action
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Request a Custom Demo
Elevate benefits account administration with Elevate. Get a custom demo today.
FAQs
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