Health Savings Account solution for Health Plans
Drive plan engagement and retention

Pair your High Deductible Health Plan with a Health Savings Account that matches the caliber of your own solutions. Lively delivers an intuitive user experience backed by exceptional customer service your customers can always rely on.



Increase health plan retention with Lively

Lively offers user-friendly technology, educational resources, and unmatched customer support to enhance account holder engagement across the entire healthcare journey.


Proprietary technology, easy-to-use platform

Lively’s proprietary technology enables your customers to get up and running quickly. Our modern platform makes it easy for account holders to track their deductible, HSA funds, and health insurance plan claims from one convenient dashboard.


Proactive education and resources

Lively proactively provides account holders with expert guidance and tips to help them maximize HSA. Employers also have access to a robust resource center that includes materials they can use to drive adoption during open enrollment.


Expert, comprehensive customer service, year round

Employers have access to a dedicated Lively Customer Success team year round. Our team supports employer onboarding, implementation, open enrollment, and beyond. Account holders can also reach our industry-leading support team via phone, email, or chat for timely issue resolution.


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Proven results you can trust

Proven results you can trust - 3x higher

4 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.


We’re invested in your success

When you partner with Lively, your success is our priority. We’re here to help you:

  • Increase the stickiness of each account with a well-rounded, fully-integrated and competitive healthcare solution 

  • Drive adoption of the HSA-eligible HDHP plans, starting with open enrollment. Lively provides enablement resources personalized to your health plan to support each stage of the user journey. 

Stat module - 90 percent NPS



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


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