Level Up: Elevate Gives Hands On Access to Tech Demos

Apr 02, 2025 | Posted by Elevate

Level Up: Get Hands-On with Elevate’s Latest Tech

We're thrilled to announce the launch of our brand-new Level Up series – a collection of self-led, interactive demos designed to give you a hands-on experience with Elevate's powerful features. Forget static screenshots and lengthy explanations; dive right in and see for yourself how Elevate can transform your benefits administration!

1. Audit Log: Transparency at Your Fingertips

Imagine having a complete, detailed record of every system change, instantly accessible whenever you need it. With Elevate's Audit Log, that's a reality. Our quick demo will show you how we bring unparalleled transparency to your CDH program.

  • Every change is timestamped: Know exactly when actions were taken.
  • The source of each change is clear: Eliminate confusion and streamline troubleshooting.
  • No more questions, no more research: All the information you need is readily available.

Try the Audit Log demo here.

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2. Claim Transfers: Instant, Seamless Movement

Tired of waiting weeks for claim transfers? With Elevate, those days are over! Our platform enables instant claim transfers between accounts, eliminating the need for tickets and lengthy processing times.

  • Claim transfers happen instantly: No delays, no waiting.
  • Funds are automatically moved: We handle the back-end invoicing, so you don't have to.

See just how simple it is to move claims between accounts directly from the admin portal. Our demo walks you through the process step-by-step.

Experience the Claim Transfer demo.

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3. Investment Dashboard: Intuitive Investment Management

Managing investments has never been easier. Elevate's Investment Dashboard provides an intuitive interface, designed with extensive user journey mapping and rigorous UX testing.

  • Expertly designed interface: Every screen, click, and button is carefully crafted.
  • View insights and track performance: Make informed decisions faster and more confidently.

Explore the Investment Dashboard.

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4. Commuter Spend Tracker: Maximize Your Savings

Our personal spending tracker helps commuters get the most out of their savings.

  • Clear and simple: Easy to understand and use.
  • Updated in real time: Stay on top of your spending.
  • Easy to track, easy to save: No commuter savings left behind.

Check out the Commuter Spend Tracker.

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Ready to Level Up?

These demos are just a glimpse of what Elevate can do. We invite you to explore these features and discover how our platform can simplify and enhance your benefits administration. Check out our product spotlight page for more innovation news.

FAQs

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Screenshot of a text conversation about submitting a claim for a $3.99 Wegmans decongestant purchase using a receipt photo. The chat discusses potential duplicate claim issues flagged by Elevate with the expense already in paid status, confirms submission despite this, and concludes with approval and PayPal payment confirmation. The receipt shows the item circled in red. The claim number 15599850 and payment timing are noted.Screenshot of a text conversation discussing a $10 checkup payment via Venmo. The user requests a checkup for Dr. Smith on 10/1. The responder lists the details: provider Dr. Smith, date 10/1/2026, amount $10, service preventive care, payout via Venmo within 10 minutes once approved, and asks for confirmation before submitting. The user replies Go. The responder confirms submission and reimbursement approval with a Venmo payment and reference claim number.Chat conversation about selling $463.96 of IVV shares to get $500 available cash. Explains no fees or commissions, settlement in 2-3 business days, and that automatic investments will be paused so cash won't be reinvested immediately. Confirms execution of the sale and expected cash availability.

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