Lively AI Benefits Assistant
Spend less time managing benefits

The AI assistant that helps HR and Benefits teams administer health and lifestyle benefits with ease, resolve issues, and get work done faster using natural language.

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AI that works across the entire benefits experience

The Lively AI Benefits Assistant helps HR and Benefits teams resolve issues, complete administrative work, and move faster. At the same time, Lively's AI-powered account holder experience helps employees confidently access and use their benefits.

One platform powers intelligent support for everyone.

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Purpose-built for benefits

Lively AI Benefits Assistant is purpose-built for health and lifestyle benefits, not a generic AI tool.

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Knows your organization

Uses employer-specific plans, permissions, and business rules to deliver contextual guidance.

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Takes action

Completes repetitive workflows securely, not just conversations.

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Native to Lively Axis platform

Built directly into the Lively Axis platform instead of relying on fragmented third-party AI vendors. 

Work in plain language

You shouldn't have to remember where every workflow lives or search through documentation to get simple work done. Just describe what you need in plain language. The Lively AI Benefits Assistant understands your request, applies your organization's plans and business rules, and helps you find the answer or complete the task.

  • Troubleshoot issues by understanding why something happened and what to do next.

  • Take action by completing common administrative workflows securely within Lively.

  • Analyze your benefits program with on-demand reports, trends, and operational insights.

Lively AI Benefits Assistant answers

Less time reacting, more time leading

According to Lively's 2025 HR Time Spent Survey, Benefits teams can spend up to 30 hours every week resolving tickets, troubleshooting issues, and completing repetitive administrative work.

Benefits Assistant helps reduce that burden, freeing HR teams to focus on the work that's most meaningful for their employees, their organization, and their careers.

  • Reduce repetitive administrative work

  • Fewer support tickets

  • Faster issue resolution

  • More time for strategic initiatives

Built for the work you do every day

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EDI file processing

Upload, validate, troubleshoot, and correct enrollment and contribution files on the go with personalized guidance.

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Enrollments and contribution

Get insight into file processing statuses, enrollments, where funds are in the process, and account readiness.

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Administrative workflows

Update employees, process elections, terminate accounts, and more.

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Custom reporting

Ask questions in plain language and instantly generate reports, charts, and exports. Schedule sends to relevant stakeholders.

See how much time your team could save

Low participation, employee confusion, and HR support demands can reduce the value of your benefits program and increase administrative workload.

Use this calculator to compare your current setup with industry benchmarks and outcomes employers often achieve after switching to Lively. In less than a minute, you can estimate potential tax savings, HR time reduction, and participation gains.

What this tool shows you:

  • Cost Comparison: See how your current costs stack up.

  • HR Time: Find out how many hours your team spends on support.

  • Tax Savings: See how much you save when more people sign up.

Run the calculator to see where you could save.

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Disclaimer: This calculator provides illustrative estimates based on industry benchmarks and Lively’s internal data from FY23–FY25. Results are not guaranteed and may vary based on your company’s unique setup. This tool is for informational purposes only and does not constitute tax, legal, or financial advice. Lively disclaims any liability for decisions made in reliance on these estimates.

HR TEAMS LOVE LIVELY

Top rated on G2. Find out why.

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

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FOR EMPLOYERS, BROKERS & HR TEAMS

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Note: If you are an individual account holder or need personal support, please visit our Help Center.