Why organizations prefer Lively

The HSA provider you’ve been waiting for.

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From unrivaled customer service to account holder education, we go the extra mile to make your life easier and keep employees happy.

Better user experiences with the numbers to prove it

The Lively experience is crafted to reduce employee inquiries and tasks for benefits and HR professionals. Education and resources are delivered year-round, proven to result in higher employee adoption, contributions, saving, and investing.

Unrivaled customer attention

We know responsive support can make all the difference. Lively leads 40 points1 higher than the competition in customer satisfaction, because we get what matters right. Every employer is assigned to a Customer Success team dedicated to admin needs, while employees have access to a top-rated Member Support team, here to assist via phone, email, or chat.

Modern technology built in-house

Building our technology in-house means we can release innovative product updates while delivering reliably at scale, integrate with third-party providers, and onboard at a fraction of the time it takes competitors.

Trust our proven track record

Average account cash balance is 12% above industry average.2

Lively account holders are 5 times more likely to invest than industry average.2

Less than 7% of Lively accounts are unfunded vs. 21% of accounts industry-wide.2

Lively’s welcome emails reduced employee inquiries during onboarding by 50%.

No bouncing around when you need help. Lively solves 90% of customer inquiries in one interaction.

We don’t nickel and dime. Account holders saved over $16 million in fees.

Don't just take our word for it

Lively’s user-centric approach to benefits makes a difference.

“
THE CUSTOMER SERVICE IS INCREDIBLE!

– Employer Admin

More customer quotes

Save money and increase benefits adoption with the right HSA provider.

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1 Net Promoter Score (NPS) is a widely used metric that measures customer satisfaction. Lively holds a 70+ NPS score, compared to the industry average of 16-34.

2 Source: Devenir. “2019 Year-End HSA Research Report.” 2020.