Summit Industry Main
Switch Vertical: Summit Main Diagnostics Health Care Utilities

Clinical Access Journey

Choose your track below for immediate financial empowerment. Powered by Ring EX intelligent routing.

1

Discovery

New members start with Primary Financial Care; returning members book direct with underwriters.

2

Scheduling

Self-schedule via Portal or call concierge lines for assisted booking and priority placement.

3

Digital Intake

Complete history and verification via secure link prior to arrival. Powered by Atlas Peak suite.

4

Funding

Rapid disbursement check-in. Most members receive net proceeds within 60 minutes of approval.

Atlas Call Queue

Call Queue Booster

(714) 352-4369

Atlas AI Receptionist

AI Receptionist (AIR)

Zoho Integrated

Lead Capture Integration

(714) 439-1944

Zoho CRM Integration

Questionnaires collect caller details and save them to the Zoho Leads tab automatically.

View Zoho CRM Org 57701905

Transparent Financial Operations

Horizon Checking

  • Early Direct Deposit
  • Fraud Monitoring

Titan High-Yield

  • Market-Leading APY
  • Automated Round-Ups

Growth Capital

  • SBA Participation
  • Integrated Payroll
The Summit Industry Group

Vertical Network Hub

Diagnostics

Clarity Path

Hubspot Integrated AIR

(714) 492-7629

Hubspot Demo View Visit Vertical Page
Health Care

Mission Health

Standalone AIR

(714) 492-1104

No External Integration
Visit Vertical Page
Utilities

East Coast Utility

Salesforce Integrated AIR

(714) 422-2840

SFDC Demo View Visit Vertical Page