ADD VALUE AND SAVE TIME
Offer your clients a frustration-free HSA experience
Lively is an intuitive, simple, and independent HSA. We provide unparalleled customer service and go above and beyond at every step to ensure client satisfaction.
Lively is the #1 user-rated HSA on the market*
You can now offer an HSA and not get stuck on the phone with frustrated clients.
A truly seamless HSA
We know that no one wants another lone orphan system, which is why we built our proprietary payroll syncing capabilities from the ground up. Lively syncs with most major online payroll systems and also accepts eligibility and contribution files.
Legwork not required
We built a 100% user-centric HSA platform with an intuitive user experience. This includes easy sign up, payroll syncing, and paperless account management so we can reduce workload for employers.
An independent HSA
Insurance carriers may change but your HSA administrator doesn't have to. With Lively, there are no HSA headaches when moving from one health plan to another. This means more time to focus on the things that matter.
*Source: HSA Search
SUPPORT & RESOURCES
Dedicated customer support
Our commitment to our customers is to go the extra mile — not because we have to, but because we want to. You and your clients will receive a single point of contact, regardless of group size.
Our team of HSA experts can be reached by phone, email, and chat — so your clients and their participants can quickly get the answers they need.
One simple fee. Nothing else, ever.
We don’t nickel and dime our customers. We’ll never surprise your clients with hidden fees or complicated cost structures.
No minimum group sizes
No monthly contributions or minimum balance requirements
No fee for employees to invest with first dollar investing
Get in touch with our team to learn more about Lively's Broker Program
See how a Lively HSA can benefit your clients today in our Broker Kit. Download for free.
Broker HSA Guide
Download our guide for selling opportunities, cost savings options, and the tax benefits of HSAs
Unlocking the Power of the HSA
Get our guide on the six most important things to look for in an HSA provider.
The Broker's Role in Today's Healthcare Landscape
Get tips on how to approach the ever-changing healthcare landscape.