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.
How It Works
Built in, not bolted on
Most benefits platforms weren't built to work together. Each tool manages a different account type, each one creates a new gap for HR to bridge manually, and employees end up navigating a fragmented experience that leaves them more confused than supported.
Lively Axis was built to solve this problem. The platform is one flexible, purpose-built engine connecting account balances, employer plan rules, claims history, eligible expenses, and support context from the ground up, not white-labeled, not stitched together. Because everything shares the same foundation, every update and every AI capability applies uniformly across the full platform.
POWERED BY OWNERSHIP
Direct support, not a vendor maze
On white-labeled platforms, one question can bounce between HR, the provider, the platform owner, and a third-party vendor. Because Lively owns and operates the Lively Axis platform end to end, our teams work directly in the system to resolve issues faster.
Fewer handoffs, clear ownership
Faster answers and resolution
Less HR and broker follow-up
Happier account holders and benefits teams
When the platform and the support team are the same team, problems get solved faster and everyone spends less time in the middle.
What It powers
One platform for your full benefits stack
Managing benefits across multiple vendors means multiple logins, multiple contracts, and multiple points of failure.
Lively Axis supports HSA, FSA, HRA, LSA, commuter, and Medical Travel in one place. HR teams manage everything from a single dashboard. Employees access everything from a single app. As Lively Axis deepens connectivity across HRIS, payroll, carriers, and eligibility systems, HR teams get a single platform that keeps getting smarter over time.
For Employees
Benefits support available 24 hours a day
Support is available to employees 24 hours a day. Employees have access to the Lively AI chat where they can ask questions and get answers specific to their account, plan, and history.
Through the Lively mobile app, employees can can check balances, understand eligible expenses, submit claims, manage cards, and get guidance on which account to use at the point of care. Lively Axis AI chat support remembers every previous interaction, and can complete tasks directly in the chat. When something needs a person, the AI routes them there instantly.
*92% of AI Agent inquiries are resolved without human escalation. 4 out of 5 users rate their experience positively.
For HR Teams
Fewer questions in your inbox, better visibility in your dashboard.
With Lively Axis, HR teams reduce open enrollment workload by up to 70% when employees have direct access to answers. Administrators ask questions and generate custom reports without building them manually. After-hours questions go to AI instead of an inbox. Repetitive inquiries stop reaching HR because employees self-serve instead.
AI Tools
Tools that work harder so your team doesn't have to
Lively built and owns the entire platform, so every tool here draws from the same live account data, employer context, and plan design rather than fragmented sources. Unlike legacy platforms that wait for questions and problems to land in someone's queue, Lively Axis is built to work ahead of them. The tools below run in the background so your team handles exceptions, not routine work.
Lively IQ
Helps employees choose the right benefits at enrollment based on their actual plan and employer contribution. Fewer confused employees means fewer calls to HR before open enrollment closes.
Lively AI Agent
Answers employee questions and completes account tasks in plain language, 24 hours a day. Employees get answers specific to their account, not generic help articles. 92% of inquiries resolved without human escalation.
Smart Claim Submission
Employees snap a photo of a receipt. Lively reads it, extracts the details, and files the claim automatically. Most claims process in under two minutes. Faster reimbursements, fewer follow-up questions.
Smart Stacked Card
One Visa debit card that pulls from the right account automatically at checkout. Expiring flex dollars are used first.
Claim Sync
Connects to major health insurance carriers and imports Explanation of Benefits data automatically. No manual entry. No paperwork trail.
Expense Scout
Finds forgotten out-of-pocket medical expenses and surfaces them for reimbursement with one click. Users recover an average of $150 to $300 annually in missed tax-free dollars.
File Center
File Center keeps enrollment and contribution files moving by helping employers spot, fix, and finalize errors directly in the Lively dashboard. Employees get enrolled and access to their funds on time with fewer HR headaches.
File Sync
Reformats your existing file format for you, making switching over to Lively a breeze.
Service
Real people when it matters
Our platform handles the routine. Our team handles everything else. 93% of account holder inquiries are resolved in one contact.
For Administrators: Your dedicated Customer Success team gets you set up from day one, stays with you through every open enrollment cycle, and knows your account inside out.
For Employees: Employees get answers 24 hours a day through Lively AI chat without waiting on HR or holding for a representative.
Lively Support: When something needs a specialist, one step gets employees to a US-based support team member directly. Human support is available during business hours.
We maintain a 90%+ CSAT and 98% first-call resolution because when people reach our team, the issue gets resolved. From day one to every open enrollment cycle and beyond, your team is never on their own.
Customer stories
Ease of access. A great account management team. And having employees be able to easily access their money when they need it.
Customer stories
Ease of access. A great account management team. And having employees be able to easily access their money when they need it.
Lively’s customer service has been such a highlight for me. It’s the responsiveness and the manner of the service itself. I like how I'm being treated.
FOR EMPLOYERS, BROKERS & HR TEAMS
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Frequently Asked Questions (FAQ)
How is Lively Axis different from other benefits platforms?
Most benefits platforms are built by acquiring and connecting separate tools. Lively Axis is built from the ground up as one platform, which means every update, every AI capability, and every integration applies uniformly across every benefit type and every account holder.
What benefits does the Lively Axis platform support?
The Lively Axis platform supports HSA, FSA, HRA, LSA, commuter, COBRA, Direct Bill, and Medical Travel in one place. HR teams manage everything from a single dashboard. Employees access everything from a single app.
How does the Lively Axis AI work?
Is the platform secure and HIPAA compliant?
Yes. Lively Axis is HIPAA compliant, runs on AWS infrastructure, uses encryption at rest and in transit, requires two-factor authentication, and does not train AI models on customer personally identifiable information.