Why Lively
More Time for Strategy. Less Time on Admin.
Lively helps teams do more with less by reducing manual work, improving visibility, and giving you responsive support when it matters most. What you can expect:
Automated workflows
Seamless HRIS & payroll integrations (no reformatting required)
Real-time reporting + dedicated success team
98% of inquiries responded to within 1 business day
A simpler way to manage benefits, without slowing your team down.
Customer story
"A fantastic onboarding process"
Lively helps HR teams simplify onboarding and support — so they can move faster with less admin. Erin Poggi from Francis Howell School District shared:
"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.
Performance That Stands Out
Proven results you can trust
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.
*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.
Performance That Stands Out
Proven results you can trust
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.
*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.
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
Quick and easy employer sign-up.
Step 2
Complete due diligence and enter plan details. Our team will guide you through setup.
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
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
Quick and easy employer sign-up.
Step 2
Complete due diligence and enter plan details. Our team will guide you through setup.
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.
Simpler Claims. Less Admin.
Reimbursements Made Easy
Lively’s Claim Sync and AI-driven adjudication feature simplify the reimbursement process across HSA, FSA, and HRA accounts so employees make the most of tax-advantaged funds. Employees can file claims quickly and independently.
Claim Sync - secure claims data integration with 95%+ of health plans so employees don’t have to worry about receipts.
When uploading or taking a photo of receipts, smart photo-to-text technology extracts text from images, picking out all relevant details to auto-fill claims forms, so employees don’t have to type a thing.
AI-assisted claim decisioning with approvals possible in seconds — employees receive faster approvals, and HR gets fewer questions.
FOR EMPLOYERS, BROKERS & HR TEAMS
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