Open enrollment resources
Keep open enrollment organized and low stress with these resources and communications templates.
Open Enrollment Survival Guide
Step-by-step guidance and downloadable checklists for maximizing employee engagement and satisfaction.
To-Do List for Employees
Help your employees stay organized with the tasks they need to complete this OE season.
To-Do List for Benefit Administrators
Tackle OE successfully and stay organized with this list of tasks.
[HSA] Email Templates
Use these pre-written emails to educate employees about how HDHPs and HSAs work together.
[HSA & FSA] Employee Education Presentation
Customizable PowerPoint for Benefit Administrators to introduce HSA and/or FSA Lively benefits to their employees.
[HSA] Glossary of HSA and Insurance Terms
This interactive guide employees understand common terms to make the best choices for them.
Open enrollment resources
Keep open enrollment organized and low stress with these resources and communications templates.
Open Enrollment Survival Guide
Step-by-step guidance and downloadable checklists for maximizing employee engagement and satisfaction.
To-Do List for Employees
Help your employees stay organized with the tasks they need to complete this OE season.
To-Do List for Benefit Administrators
Tackle OE successfully and stay organized with this list of tasks.
[HSA] Email Templates
Use these pre-written emails to educate employees about how HDHPs and HSAs work together.
[HSA & FSA] Employee Education Presentation
Customizable PowerPoint for Benefit Administrators to introduce HSA and/or FSA Lively benefits to their employees.
[HSA] Glossary of HSA and Insurance Terms
This interactive guide employees understand common terms to make the best choices for them.
Learn the HSA basics
Use these resources to get your team up to speed on their HSAs. Drop them onto your internal employee resource center or incorporate them into your planned communications.
HSA Enrollment Form
Use this form to collect the information you need to enroll your employees in Lively's HSA. Use Lively's paperless sign up to save time.
Comprehensive HSA Guide
This comprehensive guide covers what you and your team need to know about HSAs.
HSA Investments Overview
Overview of Lively's investment features and how and why to use them.
Lively Mobile App
Show how easy it is for employees to manage their Lively accounts on the go.
Learn the HSA basics
Use these resources to get your team up to speed on their HSAs. Drop them onto your internal employee resource center or incorporate them into your planned communications.
HSA Enrollment Form
Use this form to collect the information you need to enroll your employees in Lively's HSA. Use Lively's paperless sign up to save time.
Comprehensive HSA Guide
This comprehensive guide covers what you and your team need to know about HSAs.
HSA Investments Overview
Overview of Lively's investment features and how and why to use them.
Lively Mobile App
Show how easy it is for employees to manage their Lively accounts on the go.
Go beyond the HSA basics
Help your team get the most out of their HSAs wit these tools and resources.
Top 5 Reasons to Choose an HSA
Simple, effective one-sheeter that’s perfect for OE to educate employees on the value of an HSA.
Frequently Asked HSA Questions
Answer the key questions employees ask about HSAs during OE and all year long.
Go beyond the HSA basics
Help your team get the most out of their HSAs wit these tools and resources.
Top 5 Reasons to Choose an HSA
Simple, effective one-sheeter that’s perfect for OE to educate employees on the value of an HSA.
Frequently Asked HSA Questions
Answer the key questions employees ask about HSAs during OE and all year long.
HSA videos
Use these informative and quick-hitting videos to help employees learn the basics of HDHPs and HSAs. Add them to your internal resource center or share them by email.
HSA videos
Use these informative and quick-hitting videos to help employees learn the basics of HDHPs and HSAs. Add them to your internal resource center or share them by email.
SPANISH SUPPORT
Education materials for Spanish speakers
Browse a list of educational materials in Spanish, carefully selected to help employees learn about and use Lively benefits.
Looking for phone support? Account holders can receive phone support in Spanish by contacting Lively's Member Support services at 1 (888)-576-4837, Monday-Friday between 6:00am-6:00pm PT.
