Powered By Lively

Bring scalable HSA innovation to the table

We are invested in your success. That’s why we designed customizable and cost-effective partnership options to both meet your clients’ needs and accelerate the growth of your business.

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With Lively, you can count on a modern and 100% transparent approach to HSA management. Together, we eliminate roadblocks to your success while actively seeking out opportunities for revenue sharing and growth.

  • Innovative, proprietary technology. - Lively was built from the ground up to seamlessly integrate with the platforms you’re already using.
  • A customer-centric experience. - We provide your clients and account owners the tools they need to get the most out of HSAs over time.
  • Dedicated, concierge support. - Whether you need help with implementation, renewals, or ongoing support, we’ve got you covered with 100% dedicated concierge support for your employer group, regardless of their size.

Health Plans

Don’t settle for a check-the-box provider. Our HSA complements your plans to deliver a best in class healthcare experience that drives customer loyalty and satisfaction at the same time.

  • The HSA raises the bar. - Pair your HDHP with an HSA provider that matches the quality of your plans, and can be counted on to deliver. We are a top rated HSA provider for good reason.
  • Optimized health plan engagement. - Lively’s HSA experience helps your members be more engaged with—and make informed decisions about—their health plans.
  • Your very own HSA experts. - Rely on Lively’s team of specialists to provide current and comprehensive HSA support for your clients and members.

Benefits Administration Platforms

You move fast, and so do we. That’s why Lively has built a seamless onboarding experience and 100% friction-free integrations to complement it. Now employers can spend less time dealing with administrative headaches, and more time focused on what matters the most: driving business growth.

  • Friction-free integrations. Fewer headaches for you, and faster time to value for your clients.
  • Enhanced employer experience. Your clients canet start opening employee accounts in minutes instead of hours. And Lively’s tools and dedicated support make managing employee HSAs simple as it should be.
  • Better workflows. Employers can continue to work directly in your dashboard and have confidence that any contribution changes are seamlessly pushed to Lively.

Financial Advisors

100% tax-free savings and investing don’t come around too often. See how you can offer a Lively HSA for clients, at scale.

  • Free to account owners. - Our HSA is free for individuals: no monthly fees, no minimums, no nonsense. It’s that simple.
  • Triple tax advantages. - Tax-deductible contributions, tax-free interest, and tax-free withdrawals (for medical expenses). Your clients can manage health expenses tax-free, and save for retirement.
  • Personalized investments. - Easy online investing with robust investment options (stocks, bonds, mutual funds, ETFs). Your clients can invest in what they want, without any minimums required.

Marketplace Partners

HSA spenders are always looking for smart ways to save time and even more money on health-related expenses. As a Marketplace Partner, your business will be one of the first they see when searching for exclusive discounts on qualified purchases.

  • Reach an audience that’s likely to be in-market for qualified medical expenses.
  • Merchandise your product or service to HSA account holders.
  • Cut down on sales time by reaching an audience that’s qualified and high intent.