Top-rated benefits for benefit consultants
Flexible Employee Benefits Solutions Your Clients Will Love

Lively’s powerful suite of benefits, including HSAs, FSAs, HRAs, Lifestyle and Medical Travel accounts, and COBRA, are carefully designed to take the headache out of benefits administration.


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.

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Proven results you can trust

Proven results you can trust - 3x higher

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.

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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.

Health Reimbursement Arrangements (HRA)

Health Reimbursement Arrangements that are simple to use and easy for employees to adopt.

COBRA & Direct Bill

Automated and compliant continuation of health coverage to save time and keep transitions simple.

Customer stories


What stuck out the most was the customer service. The Customer Support Manager took the time to call me to make sure I understood [the Lively platform] instead of sending off an email. She wanted to make sure I understood it, and walked me through it. That stuck out to me. Most companies would not do that.


Erica Galeai

HR Manager, ZGA Architects


We're top rated on G2

Discover why employers give Lively five stars and read our reviews on G2.

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Designed to keep clients happy and employee adoption higher

Simple setup and independent integrations

Lively’s proprietary technology enables your clients to get up and running in weeks, not months. And because Lively is independent, when your clients health insurance carriers change, their flexible benefits don’t have to.

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.

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.

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.

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Insight from your clients to serve you now

Learn what 84% of your clients are doing to attract and retain employees. Lively’s Employee Benefits Pulse Check report captures what’s on the minds of 250 HR leaders across the United States, which benefits they are adding and improving, as well as critical action items for brokers.

HSA add employee value


Help your clients build a comprehensive benefits package

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What to look for in an HSA provider from Lively’s VP of People

Mid-year financial check-in and review


See how much your clients can save on payroll taxes with an HSA


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Frequently Asked Questions (FAQ)

What flexible employee benefits does Lively offer?

We offer HSAs, FSAs, HRAs, LSAs, Medical Travel Accounts, and COBRA and Direct Bill. We work with benefits brokers to enable them to offer impactful plans for their clients’ organization, budget, and employee needs so they can save time and get the most value out of their benefit offering. 

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.

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.

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.

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.