Why Lively
Exceed your clients' expectations and grow your business with Lively
From Lively’s trademark customer service to unparalleled user experiences, we go the extra mile to keep your clients happy and business booming.
Exceptional support for administrators and account holders to reduce broker escalations, with customer satisfaction ratings to prove it.
Innovative, simple-to-use accounts. Our proprietary technology enables us to rapidly update our platforms, integrate with third-party providers, and onboard clients at a fraction of the time it takes competitors.
Take the burden off your clients. Lively offers robust, ongoing education and timely guidance that drive benefits adoption for employees.
Transparent, simple pricing. Your clients will never struggle with complicated cost structures or be surprised by hidden fees.
Proven results you can trust
3 times better
Customer satisfaction is more than 3 times higher than the industry average.*
30 seconds or less
We don't keep you waiting. Over 95% of member calls are answered in less than 30 seconds.
98% retention
You’re in good hands. Lively retains over 98% of the employers that choose Lively benefits.
*Based on Net Promoter Score (NPS). NPS is a widely used metric that measures customer satisfaction. Lively's NPS score is three times higher than the industry average of 16-34.
Proven results you can trust
3 times better
Customer satisfaction is more than 3 times higher than the industry average.*
30 seconds or less
We don't keep you waiting. Over 95% of member calls are answered in less than 30 seconds.
98% retention
You’re in good hands. Lively retains over 98% of the employers that choose Lively benefits.
*Based on Net Promoter Score (NPS). NPS is a widely used metric that measures customer satisfaction. Lively's NPS score is three times higher than the industry average of 16-34.
Flexible benefits you’ll be proud to recommend
Our suite of benefits is made for bundling and powered by customer-centric and simple technology.
Health Saving Accounts (HSA)
Offer a top-rated, tax-advantaged Health Savings Account designed with your clients in mind.
Flexible Spending Accounts (FSA)
Flexible options for health or dependent care costs backed by remarkable service and technology.
Lifestyle Spending Accounts (LSA)
Highly customizable reimbursement accounts for employees’ everyday lifestyle expenses.
Medical Travel Accounts (MTA)
Medical Travel Accounts to extend the reach of your clients' healthcare coverage so employees can get the care they need.
Customer stories
Lively’s customer service has been such a highlight for me. It’s the responsiveness and the manner of the service itself. I like how I'm being treated.
Customer stories
Lively’s customer service has been such a highlight for me. It’s the responsiveness and the manner of the service itself. I like how I'm being treated.
Ease of access. A great account management team. And having employees be able to easily access their money when they need it.
Designed to keep clients happy and employee adoption higher
Dedicated support for client onboarding and all year long
Every client group is assigned a dedicated Customer Success team, who guides them through every step of onboarding and are available and engaged throughout the year to ensure they’re getting the support they need.
Comprehensive dashboard and reporting
Our intuitive employer dashboard, automated notifications, and curated reports make it easy for your clients to take care of routine tasks and get valuable insights about their benefits program and employee adoption, leading to increased satisfaction.
Easy-to-use employee online platform and mobile app
Lively’s simple online platform drives benefit adoption and makes it easy for employees to sign up, contribute, and withdraw funds, reducing tasks for employer admins.
Report
80% of benefits leaders say offering competitive financial benefits is more important than a year ago.
Lively’s third annual Employee Benefits Pulse Check report identifies the key stressors on benefits leaders minds and what they need from their benefits providers in order to combat them in 2025, including:
The rising cost of health insurance and employee financial stress.
The challenges of benefits education to drive employee adoption.
Why customer service and streamlined integration are key differentiators for benefits providers.
How benefits providers can enable key features and customer service to support benefits leaders and their team.
HR TEAMS LOVE LIVELY
Top rated on G2. Find out why.
Discover why employers give Lively five stars and read our reviews on G2.
HR TEAMS LOVE LIVELY
Top rated on G2. Find out why.
Discover why employers give Lively five stars and read our reviews on G2.
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Frequently Asked Questions (FAQ)
Why should brokers work with and recommend Lively?
Lively is designed to offer you and your clients a frustration-free benefits experience. Not all employee benefits are equal, and low enrollment and utilization continue to plague the industry. Lively is designed to combat this through thoughtfully designed products that are simple to use, ongoing employee education, and engaging content. Lively’s suite of benefits are made for bundling, saving you and your clients time and simplifying administration. In addition, Lively is an independent provider, meaning that when your client’s health insurance carrier changes, their flexible benefits can stay with Lively.
What sizes of employer groups does Lively work with?
Lively’s technology and support are scalable and are designed to support employer groups of all sizes, from small and medium businesses, to quickly growing companies, to established, enterprise-level firms. Our clients include school systems and major municipalities, as well as partnerships with leading financial institutions.
What is Lively’s track record of success?
Lively has been ranked a top-rated HSA provider by Morningstar every year since 2019 and is the fastest growing HSA provider in the industry. We have over $1 billion in HSA assets on the Lively platform and we're a trusted partner of leading banks and financial institutions to bring a modern HSA experience to their commercial and retail clients. Our suite of benefits, including FSA, HRA, lifestyle and wellness accounts, Medical Travel Accounts and COBRA build on Lively’s proven track record, easy-to-use platform, and industry-leading customer service.
How does Lively keep client data safe and secure?
Lively has stringent measures in place to ensure funds and personal information stay safe. Lively is compliant with HIPAA, the Payment Card Industry Data Security Standard (PCI DSS Level 1) and SOC1 and SOC 2. Read more about our security and compliance measures.