About
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
Learn More About Us →Services
Insights
Contact
Empowering Employers.
Educating Employees.
Navigating Benefits.
We make employee benefits simple, meaningful, and human — helping employers build cultures where employees feel valued, informed, and connected.
Engage & Educate
We help employees understand what's available to them and why it matters, with communication that's clear from open enrollment through the rest of the year.
Guide & Support
Our team keeps every enrollment initiative on track — coordinating timelines, materials, and hands-on support so nothing falls through the cracks.
Onboard & Reconcile
We connect and streamline the technology behind your benefits program, so administration runs accurately and smoothly behind the scenes.
Who We Are
A clearer way to understand benefits
Summit360 was founded on a simple belief: employee benefits should be personal, educational, and easy to understand. We combine communication, relationships, integrity, and technology to create benefits experiences that feel more meaningful — and more human.
After nearly three decades in the employee-benefits industry, founder David Perry recognized a growing disconnect between how benefits were delivered and how well they were understood. Employers needed greater clarity, employees needed more support, and the systems connecting them often lacked both. Summit360 was created to bridge that gap.
Our approach begins with listening. We take the time to understand what matters most to each client — whether that means improving employee engagement, supporting retention, controlling costs, or simplifying administration — then build education and enrollment support with empathy, clear communication, and consistency of care.
Summit360A 360-degree perspective shaped by work with employers, employees, brokers, carriers, and Third-Party Administrators (TPAs).
Nearly 30 years of experience across every corner of the employee-benefits industry.
Clear, people-focused education that helps employees make informed decisions.
Hands-on support that simplifies implementation, administration, and employee engagement.
Our Services
Everything we do connects to what comes next. Here's how it fits together, one piece at a time.
Engagement
Keeping benefits top of mind before, during, and after enrollment.
Summit Signal™
Targeted, ongoing communication that keeps benefits top of mind for employees long before enrollment opens.
Summit Connect™
A single, consistent line of communication between employer, employee, and benefits program — so nothing gets lost in translation.
Summit Navigators™
Real people employees can turn to with benefits questions, before, during, and after enrollment.
Education
Confidence and clarity at every step of the benefits journey.
Summit BriteGuide™
Plain-language guides that walk employees through their benefits options in terms they actually understand.
Summit Sherpa™
Step-by-step enrollment guidance that helps employees choose the coverage that fits their life.
New Hire Onboarding & Education
A structured introduction to benefits for new employees, timed to when they need it most.
Deliver & Insight
Smarter systems and real-time visibility across your benefits program.
Benefits Administration Technology
The systems behind enrollment, eligibility, and data connect and stay in sync — reducing manual work for your Human Resources (HR) team.
Billing & Reconciliation
Carrier billing is checked against enrollment data so discrepancies are caught early, not at renewal.
Summit Command Center™
One real-time view across engagement, education, and administration, so you always know where a program stands.
The Employer Support Cycle
Employees don't tune out because benefits lack value.
They tune out because the process feels confusing and overwhelming — and that confusion lands on your desk, your clients' HR teams, and their renewal numbers.
After nearly 30 years alongside brokers, one pattern is clear: the employers who renew happily and grow with their broker are the ones whose employees actually understand and use their benefits. Everything else — participation, claims experience, HR interruptions, renewal conversations — flows downstream from that.
Summit360 was built to give brokers a way to deliver that clarity at scale, without hiring, without rebuilding service models, and without giving up control of the client relationship.
New hires get a clear introduction to their benefits when they join, not months later at open enrollment. Starting informed sets the tone for everything that follows.
Plain-language guidance helps employees understand their options and choose coverage that fits their life, before, during, and after enrollment.
Ongoing communication keeps benefits top of mind all year, so employees actually use what's available to them instead of forgetting it's there.
When employees understand and value their benefits, they're more likely to stay, and employers see the return on what they already offer.
Employees who feel supported speak up for their benefits program. That confidence strengthens renewals and the broker relationship.
Resource Library
Guides & overviews
Downloadable one-pagers your HR teams and employees can keep on hand.
What Partners Say
Built alongside the brokers who use it
Placeholder quotes — swap in real, approved testimonials before launch.
"Our clients used to call us with basic plan questions all year long. Now those questions go to Summit360 first, and our team gets to focus on strategy."
"Enrollment used to be the most stressful three weeks of our year. Having a team dedicated to communication and support changed that completely."
"What stood out was how clearly they explained things to employees — no jargon, no confusion. Participation and satisfaction both went up."
Common Questions
Frequently asked questions
Is Summit360 a broker or insurance carrier?
No. Summit360 is an employee benefits education and enrollment facilitation partner. We work exclusively through the broker channel to support the employers and employees your agency already serves — we don't sell insurance or replace your role as broker of record.
How does Summit360 work alongside our existing broker relationship?
We extend your team's capacity for communication, education, and enrollment support without stepping into the broker relationship. You stay in control of the client relationship; we handle the day-to-day work that keeps employees informed and enrollment on track.
What is the Employer Support Cycle?
It's the pattern we see across nearly 30 years of benefits work: onboarding, education, engagement, retention, and advocacy build on each other. When employees understand their benefits early, everything downstream — participation, renewals, HR workload — tends to improve.
Can Summit360 support new hires outside of open enrollment?
Yes. New Hire Onboarding & Education is built specifically for employees joining outside the annual enrollment window, so benefits education isn't limited to one time of year.
How do we see what's happening across a program?
Summit Command Center brings engagement, education, and administration data into one real-time view, so you and your client teams always know where a program stands without chasing updates across separate tools.
Get in Touch
Let's talk about your program.
Whether you're a broker exploring a partnership or an employer with questions, we'll walk through how Summit360 fits. No pressure, just a conversation.
Send us a message
We typically respond within one business day.