From Lively’s trademark customer service to user-friendly modern technology, we go the extra mile to keep your clients happy and business booming.
Better user experiences with the numbers to prove it
- Top individual support for admins from a dedicated Customer Success team, known to reduce broker escalations.
- Educational resources and timely guidance reduces employee inquiries and tasks for admins.
- We keep clients happy proven by high customer ratings and adoption rates.
Unrivaled customer service
- Customer satisfaction 3X higher than the competition.1
- Account Holder Support available via email, phone, and chat, without bouncing around.
- Every employer assigned to a Customer Success team for year-round admin support, starting with onboarding.
Modern technology, built in-house
Building our technology in-house means we can release innovative product updates, 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 35% 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
You’re in good hands. Lively retains over 98% of the employers that choose Lively benefits.
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 $23 million in fees.
We're top rated on G2
Discover why employers give Lively five stars and read our reviews on G2.
Don't just take our word for it
Choosing the right benefits partner is not always easy. Don’t just take our word for it, hear it from our broker and consultant partners…
“
It’s like the Apple (the company) of Health Savings Accounts, that’s the modern experience you can feel right away.
– Broker Partner
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. “2024 Mid-Year HSA Research Report.” 2024.