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TPAs

Our technology creates a comfortable HSA customer experience that meets their needs. Our partnership tiers follow that same mentality. We limit roadblocks to help you get started and increase revenue sharing and profit as we grow together.

  • Proprietary Technology - We do not white label software; we built it from the ground up. Our technology is agnostic, designed to connect quickly and efficiently with various platforms.
  • Tools to Maximize Savings - We offer tools that will help account holders grow their HSA over time and assist defining what is eligible.
  • Concierge Support - Your assigned account manager assists your staff with implementation, renewals, and day-to-day support. Plus a dedicated customer success manager for employer groups, regardless of size.

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Health Plans

You don't have to be forced into a box. Our complementary offerings deliver the best in class healthcare experience, driving customer loyalty and satisfaction across healthcare and HSAs.

  • 5 minute sign up / one-click transfers - Lively is a streamlined, digital way to manage a health savings account. Easy automated transfers or withdrawals with a click. No calls required.
  • 100% paperless - Time is precious and nobody wants to waste it filling out paperwork.
  • HSA experts - Our entire team is comprised of HSA experts. We are here to pass on that information, as needed.

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Benefits Administration Platforms

Lively is committed to building a seamless onboarding experience for our employer partners. Our integrations are quick and painless.

  • Your clients can continue to work direclty in your dashboard.
  • Employees make their contribution changes in your benefits administration platform, and updates are pushed to Lively.
  • Options designed for employers to quickly set-up, fund, and manage their employees’ Lively HSA accounts.

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Financial Advisors

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

  • Free to account holders - 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). Pay for health expenses tax-free and save for retirement in one account.
  • Personalized Investments - Easy online investing with access to a full suite of investment options (stocks, bonds, mutual funds, ETFs). Clients can invest in what you want with no minimums required.

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Marketplace Partners

Double down on your HSA benefits with exclusive discounts on purchases. Lively’s Marketplace helps HSA spenders save time and even more money on health costs.

  • Highlight your product or service to HSA account holders.
  • Reach an audience that’s likely to be in-market for qualified medical expenses.
  • Cut down sales time by reaching a pre-qualified audience.

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