Lively for Third-Party Administrator Partnerships
Stand out in the market

Lively makes it easy to position your consumer directed healthcare and wellness benefits offering above the rest — with next-generation technology, unparalleled support, and simple administration.



Best-in-class technology, backed by expert service

Lively raises the bar for benefits solutions with top-notch user experiences for administrators and employees that meet their specific needs. Not only do we provide easy-to-use technology, but exceptional support and proactive education to help drive satisfaction, adoption, and growth.


Frictionless customer onboarding and set-up

Our team gets employers onboarded, and plans implemented and integrated in a fraction of the time it takes competitors.


Proprietary technology and flexible integration options

Access a range of integration options for enrollment and contribution data including real-time updates.


Concierge-level support and education for account holders

Available via phone, email, or chat to answer any questions or resolve issues.


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Proven results you can trust

Proven results you can trust - 3x higher

4 times better

Customer satisfaction is more than 3 times higher than the industry average.*


30 seconds or less

We don't keep you waiting. Over 95% of member calls are answered in less than 30 seconds.

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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.

Meet and exceed customer expectations with a flexible suite of healthcare and wellness benefits

Health Saving Accounts (HSA)

Offer a top-rated, tax-advantaged Health Savings Account designed with your clients in mind.

Flexible Spending Accounts (FSA)

Flexible options for health or dependent care costs backed by remarkable service and technology.

COBRA & Direct Bill

Automated and compliant continuation of health coverage to save time and keep transitions simple.

Medical Travel Accounts (MTA)

Medical Travel Accounts to extend the reach of your clients' healthcare coverage so employees can get the care they need.

Health Reimbursement Arrangements (HRA)

Health Reimbursement Arrangements that are simple to use and easy for employees to adopt.

Lifestyle Spending Accounts (LSA)

Highly customizable reimbursement accounts for employees’ everyday lifestyle expenses.



What stuck out the most was the customer service. The Customer Support Manager took the time to call me to make sure I understood [the Lively platform] instead of sending off an email. She wanted to make sure I understood it, and walked me through it. That stuck out to me. Most companies would not do that.


Erica Galeai

HR Manager, ZGA Architects


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