Simple Employee Benefits Implementation and Onboarding

Onboarding process

Get up and running in weeks, not months

Lively’s paperless platform is built with our proprietary technology, so we can seamlessly integrate in a fraction of the time it takes traditional providers. From account sign up to first funding, we get your program ready to go in weeks, not months.*

Step 1

Employer sign-up.

Step 2

Employers complete the due diligence process, enter key plan details, and update company settings as needed.

Step 3

Kick-off call with CS Team to confirm plan details.

Step 4

Enable plans for enrollment and contributions.

Step 5

Employee enrollment.

Step 6

First funding.

*Contingent on third-parties such as the prior provider of the benefit and responsiveness of the client.

Onboarding process

Get up and running in weeks, not months

Step 1

Employer sign-up.

Step 2

Employers complete the due diligence process, enter key plan details, and update company settings as needed.

Step 3

Kick-off call with CS Team to confirm plan details.

Step 4

Enable plans for enrollment and contributions.

Step 5

Employee enrollment.

Step 6

First funding.

*Contingent on third-parties such as the prior provider of the benefit and responsiveness of the client.

Your Customer Success Team

High-touch onboarding help from your dedicated customer success team

Our in-house, experts work with you to ensure a personalized, seamless onboarding process including:

Needs assessment
Step-by-step implementation plan
One-on-one kick off calls
Experienced help during plan configuration
Ongoing support during and after implementation

Plus, we help set you up with Lively debit cards in hand by the start of your plan effective date.

Connect with us

Implementation page get started image module 3

Account Transfers

Our experts make transfers easy and take care of the heavy lifting

Lively ensures a seamless transition for benefits administrators and their employees.

We have rapidly and successfully transferred accounts from 90+ providers and 500+ financial institutions. Once initiated, the transfer process, so we know how to make the process efficient and transparent.

The transfer process typically takes 2-4 weeks* from start to finish and follows four simple steps:

Employer sign up.
Transfer forms completed.
Transfer forms sent to incumbent provider.
Funds sent, processed, and available in accounts.

Get started

*Highly dependent on the processing time of the incumbent provider.

Proven results you can trust

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.

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.