ADD VALUE & SAVE TIME

Offer clients a frustration-free HSA experience

Lively is an innovative, thoughtfully-designed HSA built by industry veterans. We provide unparalleled customer service and go above and beyond at every step to meet your client’s needs.

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Maximize HSA Engagement

Not all HSAs are equal, and low enrollment and utilization continue to plague the industry. Lively is designed to combat this through ongoing employee education and engaging content.

User-centric experience

From paperless onboarding to a top-rated mobile app, Lively is designed to meet the needs of today’s employer and employee.

Innovative features

We don’t lease our technology. This means we are always working to deliver the experience your clients and employees expect while optimizing program value.

Ongoing education

Lively takes the burden off employers so they can focus on other matters. We deliver continuous, highly personalized content to help employees get the most out of their HSAs.

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Grow Your Business

Your clients matter to us because they matter to you. From Lively’s proprietary technology to our trademark customer service, we go the extra mile to keep your clients happy and business booming.

Dedicated support

Getting in touch shouldn’t be the hardest part of troubleshooting. Our team of experts are proactive and engaged, even after implementation is complete.

Independently integrated

Insurance carriers may change but your HSA provider doesn't have to. With Lively, there are no HSA headaches when clients move from one health plan to another.

Long-term savings

Healthcare is more top of mind than ever. Lively makes it easy for your clients to take care of both employee wellness and the bottom line.

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The Lively Difference

5x

More HSAs investing than industry average

73

Average net promoter score

90%

Account holder issues resolved in 1 interaction

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Transparent Pricing

One simple fee. That’s it.

“Nickel and dime” is not in our vocabulary. You can be confident that clients will never struggle with complicated cost structures or be surprised by hidden fees.

No minimum group size

Regardless of your client’s size, we pair them with a dedicated Customer Success Manager to ensure they get the support they need when they need it.

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Maximize FSA Utilization

Offer a more robust benefits package with Lively’s suite of FSAs. With reliable access to funds and intuitive claims submission, employees can spend their tax-free dollars confidently.

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Get started

Get in touch with our team to learn more about Lively's broker program.

Partner with a top-rated HSA provider
Receive a dedicated point of contact for you and your clients
Offer clients a customer-centric design & experience