Resource Library
Find a wealth of industry knowledge, learnings, and expertise here in our content resources.
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October 1, 2025
Renewal Spotlight
Employers can manage their own renewals in just a few clicks, giving partners more time to focus on complex cases during the busy renewal season. ➕ More bandwidth for complicated setups ➕ Full visibility into renewal statuses ➕ Total control with less manual work
Video
August 13, 2025
HSA Investment Dashboard
Simple and intuitive. Embedded and information-packed. One HSA investment dashboard that does it all.
Video
July 10, 2025
Product Spotlight | Q2.25
In Q2 2025, we built out product features that give admins more control, stronger security, better data, and allow for greater participant self-service. Our latest features expand industry capabilities with live plan updates, tighter account locks, smarter reporting features, and better deductible tracking. Take a closer look in this video.
Video
April 10, 2025
Product Spotlight | Q1.25
Q1 2025 was big for Elevate. Seven releases containing 35 features and enhancements. This means more automation and user conveniences, greater partner growth, and a modern participant experience.
Video
July 5, 2024
The Future of Consumer Directed Benefits
Elevate is shaking up the slow-moving world of employee benefit accounts—HSAs, FSAs, HRAs and more—with an automated, ultra-reliable platform that empowers account admins to do more with less.
Video
July 5, 2024
Product Demo: QR Code Document Submission
This product spotlight shows how our QR code solution for adding documentation solves the problem of getting a receipt from your phone to the computer when entering a claim.
Video
September 5, 2023
Meet the Minds Behind the Movement
Not everyone gets excited about FSAs and HSAs—but we do. Brian Cosgray and Brian Strom bring decades of experience in the consumer-directed benefits space and a shared passion for technology. Together, they created a solution that serves the benefits industry with unmatched capabilities and zero fuss. See their vision, perspective, and journey.
Video
August 23, 2023
Effortless Plan Setup: Simplifying HRA & FSA Administration
Expand your plan offerings, boost client satisfaction, and cut costs with new smart plan technology.
Video
August 23, 2023
Faster HSA, FSA, and HRA Claims
Cut waiting time and human errors with automated technology. No manual processing, No delays, just instant reimbursement.
Video
August 23, 2023
AI-Powered Claims Adjudication
Accelerate FSA and HRA reimbursements with AI-powered technology.
Video
August 23, 2023
Product Demo: Instant Claims Processing
Using OCR and AI technology, HSA, FSA, and HRA claims are processed in under 35 seconds.
Video
October 1, 2025
Bringing Real AI to Benefits Accounts: Cutting Through the Noise
Discover how AI is live in HSAs, FSAs, and HRAs today, powering instant claims, faster transfers, fraud prevention, and back-end operations.
eBook
April 9, 2025
Technology Innovations to Meet Modern Demand: Expert Panel
HSA & FSA experts discuss tech innovations, trends, and tips for modernizing administration.
Video
August 8, 2024
Research Report: Modernization Trends within Benefits Account Administration
Download the research report showcasing what HR benefits leaders are looking for in HSA/FSA administration.
eBook
July 2, 2024
AI is Revolutionizing Employee Benefits - Are You Ready?
Don't miss out on the AI revolution in employee benefits. Download our free ebook to stay ahead of the curve and understand the future of benefits administration.
eBook
June 11, 2024
Outcomes Rocket Podcast: Why Simplifying Healthcare Payments Matters
Outcomes Rocket host Saul Marquez talks to Brian Cosgray about how Elevate is revolutionizing the consumer-direct benefits industry.
Podcast
April 9, 2024
AI Workshop: How AI is Reshaping Employee Benefits
How is AI changing employee benefits? Experts discuss AI innovations, assess risk potential, and provide a glimpse into future innovations.
Webinar
August 15, 2023
Elevate Overview
Elevate powers HSAs, FSAs, HRAs, and more with the most modern technology available. No more headaches. No more messy code. Just clean, simple technology that works.
Company
August 15, 2023
Change Your Game: Cut Client Setup Time by 17 Weeks
Our AI platform accelerates the entire consumer-direct benefits program setup and payment process so clients can onboard in under a week. Learn how. Our AI platform accelerates the entire consumer-direct benefits program setup and payment process so clients can onboard in under a week. Learn how. Turn on screen reader support To enable screen reader support, press ⌘+Option+Z To learn about keyboard shortcuts, press ⌘slash
Infographic
August 15, 2023
An Investor's Guide to Consumer Directed Benefits
A guide to the current state of the consumer directed benefits industry and an analysis of the companies that provide the underlying technology behind HSAs, FSAs, & HRAs.
eBook
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