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TPAs

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.

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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.

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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.

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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.

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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.

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