Your benefits, live faster.
Lively gets your HSA program up and running in 45–60 days, weeks ahead of legacy providers. Less waiting, less back-and-forth, and a smoother experience for your team from day one.
HOW IT WORKS
Three steps. Clear ownership. Less work.
Most implementations stall on file formatting, missing system access, and unclear ownership. Lively assigns a dedicated Customer Success Manager from day one, handles file mapping behind the scenes, and gives your team one place to track every step.
Step 1 — Connect Meet your dedicated Customer Success team. Confirm your plan design, goals, and timeline. Connect Lively with your benadmin, payroll, or HRIS to start file mapping.
Step 2 — Configure Lively builds and configures your plans. File Sync converts your existing file formats with no reformatting required on your end. Your technical CSM handles integrations, funding setup, and reporting.
Step 3 — Launch Employees receive access to Lively and can access funds within 2 to 3 business days of file upload. Your Customer Success team stays with you through every open enrollment cycle.
You’re not managing the transition alone.
For groups with 250+ benefits-eligible employees, a dedicated Customer Success Manager helps keep implementation clear, coordinated, and on track.
Our in-house, experts work with you to ensure a personalized, seamless onboarding process including:
Project planning: Clear timelines, ownership, and next steps.
Technical coordination: Support for file mapping, integrations, funding, and reporting setup.
Employee communications: Resources to help employees understand what’s changing and what to do next.
Ongoing partnership: Support continues after launch with check-ins, reporting guidance, and optimization.
Best HSA/FSA Vendor in my 10+ Years Career in HR.
As an employer plan administrator and personal user of Lively, I am pleased with the ease of use and implementation we had during our change from another provider.
Send us your files. We handle the rest.
Most implementations stall on file formatting and back-and-forth between teams. Lively removes that entirely. Send us your existing file format and we confirm compatibility, coordinate the SFTP connection, and handle all reformatting. Most teams complete this step in days, not weeks.
Send the file: Share your existing file format with Lively.
Connect the feed: Lively coordinates with your Ben Admin or payroll provider to set up the SFTP connection.
That's it: We handle reformatting where needed and reach out if anything else is required.
Less confusion. More confidence. Starting day one.
The best implementations are the ones employees never notice. Lively provides the communications, resources, and education that make the transition invisible from their first login.
Launch-ready communications: Welcome emails, FAQs, guides, and handouts help employees know what’s changing and what to do next.
Editable HR resources: Copy blocks, intranet assets, presentation templates, and visuals make it simple to communicate in your own voice.
Employee education: Monthly benefit reminders and onboarding tools help employees understand how to use their accounts with confidence.
Custom support materials: Personalized flyers, onboarding videos, and plan-specific resources help make the experience feel clear and relevant. (Available for groups with over 1,000 benefit-eligible employees.)
Ongoing engagement: Communication support continues after launch with education emails, check-ins, and resources that help reduce repeat questions.
BY THE NUMBERS
The numbers HR teams ask about first.
Lively delivers real results in service, satisfaction, and long-term retention.
3× Higher Satisfaction
Customer satisfaction is more than 3 times higher than the industry average.*
< 30s Response Time
Over 95% of calls are answered by real people in under 30 seconds — no bots, no long hold times.
98% retention
You’re in good hands. Lively retains over 98% of the employers that choose Lively benefits.
BY THE NUMBERS
The numbers HR teams ask about first.
Lively delivers real results in service, satisfaction, and long-term retention.
3× Higher Satisfaction
Customer satisfaction is more than 3 times higher than the industry average.*
< 30s Response Time
Over 95% of calls are answered by real people in under 30 seconds — no bots, no long hold times.
98% retention
You’re in good hands. Lively retains over 98% of the employers that choose Lively benefits.
Customer story
"A fantastic onboarding process"
Lively helps HR teams simplify onboarding and support so they can move faster with less admin. Erin Poggi, Benefits Manager at Francis Howell School District, switched to Lively from another provider. Here is what the experience looked like.
"Ease of access. A great account management team. And having employees be able to easily access their money when they need it." — Erin Poggi, Benefits Manager, Francis Howell School District
See how Lively helped her team streamline onboarding and improve the employee experience.
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.
FOR EMPLOYERS, BROKERS & HR TEAMS
Looking to offer Lively to your employees or clients?
Fill out this form, and we’ll be in touch within one business day.
Note: If you are an individual account holder or need personal support, please visit our Help Center.
COMMON QUESTIONS
What HR teams ask before switching
Do we need to reformat our existing files?
No. Send us your existing file format. Lively handles all reformatting and coordinates the SFTP connection.
What happens to employee balances during the switch?
Lively supports HSA bulk transfers, individual HSA transfers, FSA carryover, and commuter balance takeovers. For COBRA continuants, our co-servicing implementation team manages the transition directly.
Do we get dedicated support during implementation?
Groups with 250 or more benefits-eligible employees receive a dedicated Customer Success Manager who stays with them from day one through every open enrollment cycle.
Can we switch mid-year?
Yes. Contact our team to discuss timing and what mid-year transition looks like for your specific benefits setup.