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Lively HSA Reviews & Product Details

TF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

Lively HSA provided a straight-forward flexible HSA solution for our company, without some of the complexities of the offerings of providers tied to our insurance programs/providers. The interface has been clean and simple to use from the first day and has provided complete transparency in the processing of transactions coming out and contributions going it.

When we first engaged with the platform, it was easy to enroll the team, enroll their contribution accounts, and establish a routine for updating as needed.

Since we are a smaller company, the simple framework made for easy integration with our accounting practices for company participation. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

At this point, we have not experienced any adverse situations in our use of Lively HSA, the website or the App. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

We had not found a solution for HSA coverage for our team that fit our requirements and was less 'bulky' that the primary services offered through our insurance registration/vendors. By providing a viable, easy-to-use HSA platform, we are able to improve the net benefit to our team on using this valuable tax saving strategy. Review collected by and hosted on G2.com.

Lively HSA Overview

What is Lively HSA?

Lively is the benefit solutions provider that finally gets it right. Recent years have seen a dramatic shift in the benefits landscape: Employee needs are evolving, and employers that pay attention will find success in retaining talent while keeping the bottom line in check. But most providers continue to cause headache instead of relief, and that gap only widens over time. We raise the bar for benefit solutions in the industry. Our user experiences are unrivaled, thoughtfully designed to make benefits easy, for both the administrators that manage them and the employees that use them. Combining exceptional 360 customer support, user-friendly technology built for the needs of today, and user education with a proven record of driving adoption—Lively is the benefits provider you’ve been waiting for. Benefits available: -Long-Term Health Savings: Save, spend, and invest with a top-rated HSA. -Lifestyle & Wellness: Support the whole employee with Lifestyle Spending Accounts (in high-demand) and a Medical Travel Account. -Pre-Tax Health Reimbursements: Offset rising costs with Flexible Spending Accounts (FSAs) or Health Reimbursement Arrangements (HRAs). -Continuation of Health Coverage: Keep transitions simple and compliant with COBRA and Direct Bill. To learn more about how our benefit solutions can help you achieve your goals, visit livelyme.com or reach out at sales@livelyme.com.

Lively HSA Details
Product Website
Languages Supported
English, Spanish
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Product Description

Lively provides employers and employees a streamlined, digital way to manage their health savings account. Lively automates the manual and tedious tasks of all aspects of an employer's HSA administration.


Seller Details
Seller
Lively
Company Website
Year Founded
2016
HQ Location
San Francisco, California, United States
Twitter
@Livelyhsa
646 Twitter followers
LinkedIn® Page
www.linkedin.com
186 employees on LinkedIn®
Description

Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be.Lively currently offers HSA, FSA, HRA, COBRA, Direct Bill, Commuter, Lifestyle Spending Accounts, and Medical Travel Accounts.Go to www.livelyme.com to learn more


Carlos H.
CH
Overview Provided by:

Recent Lively HSA Reviews

AD
April D.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great account system!"
Lively is simple to use and even has a lot of nice features. Support is also great. I like the ease of access to all that I want to do and its very...
Verified User
E
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Director of Human Resources"
Ease of use. App, service, information all of it working great!
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Streamlined service"
I enjoy the ease of use for the employee and employer side of the dashboard.
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Lively HSA Media

Lively HSA Demo - Employee Overview + Contribution
You have a lot on your plate. But traditional HSA administration often takes up time you don’t have. That’s why we built a streamlined experience for employers looking for more. Comprehensive dashboard Reliable program design On-demand reporting A team that’s here for you
Lively HSA Demo - Payroll Contributions
Easily manage payroll contributions
Lively HSA Demo - Help employees benefit from employer-funded accounts
Lively offers a simple online platform to sign up, contribute, and withdraw funds. No hidden fees Top-rated HSA provider Tools to maximize savings Stellar, dedicated support Personalized investment solutions Advanced account security
Lively HSA Demo - Maximize FSA Utilization
Offer a more robust benefits package with Lively’s suite of FSAs to meet your employees’ needs: Healthcare FSA Dependent Care FSA Limited Purpose FSA, which is HSA compatible With reliable access to funds, intuitive claims submission, and personalized education, employees can spend their ...
Lively HSA Demo - TPAs
With Lively, you can count on a modern and 100% transparent approach to HSA management. Together, we eliminate roadblocks to your success while actively seeking out opportunities for revenue sharing and growth. Innovative, proprietary technology A customer-centric experience Dedicated, c...
Lively HSA Demo - Financial Institutions
Unlock new opportunities by showcasing your dedication to user-friendly design and innovative technology with a best-in-class HSA experience. Partner with Lively to delight your customers and stand apart from the competition within your footprint. No competitive interests Concierge service ...
Play Lively HSA Video

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99 out of 100 Total Reviews for Lively HSA

4.7 out of 5
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99 out of 100 Total Reviews for Lively HSA
4.7 out of 5
99 out of 100 Total Reviews for Lively HSA
4.7 out of 5

Lively HSA Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Lively HSAQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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AG
Director, People Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

They have a super user friendly system making ongoing enrollments, and particularly open enrollment, a breeze! Implementation took no time at all and our customer support rep, Luke, has always been super communicative whenever needs arise. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Nothing I can think of at this time. Maybe just a refresh on the website; websites these days are all trending towards UX/CX and there might be an opportunity to streamline what you have. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

We don't use Lively for HSA, just for general purpose healthcare FSA and dependent care FSA. We are interested in possibly adding lifestyle spending accounts for 2025, which Lively now offers. Review collected by and hosted on G2.com.

KP
Marketing
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Lively HSA?

Nothing. My experience with Lively has been very upsetting, stressful and they have failed to deliver in every conceivable way. I could not be more disappointed in their services. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

My experience with Lively has been absolutely awful. I opened up an HSA account with Lively who partnered with my bank. I added funds to the account in preparation for my husband's upcoming surgery and waited to receive the debit card. The surgery is tomorrow. I have never received the debit card. I have called and emailed Lively and they were supposed to expedite a new card and send it overnight. Well....they managed to screw that up too and are unable to get a tracking number for reasons unbeknownst to me. They are no saying it is possible the card will not arrive until Saturday and the surgery is on Friday. My funds are trapped in this account due to Lively's bumbling incompetence and unprofessionalism. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

I never received my debit card. I requested a replacement expedited/overnighted to me and they managed to screw that up as well. Now funds set aside in my hsa are unavailable for my husband's surgery tomorrow. Review collected by and hosted on G2.com.

Response from Carlos Hergueta of Lively HSA

Thank you for sharing your feedback. We deeply regret to hear about the challenges you faced with our service during such a critical time.

We understand your frustration and sincerely apologize for any stress and inconvenience this may have caused. Our team has been in close contact with you and worked diligently to address the issues with your card. We did expedite the card and provided tracking information as soon as it was available. We are glad to confirm that the card has now been received.

When we initiated the expedited process, we communicated the potential risks of not receiving the card within your desired timeframe and provided guidance on initiating a reimbursement as a precaution. While we strive to meet all expectations, we understand that in this instance, we fell short. We take your feedback seriously and will use it to improve our processes to better serve our customers in the future. If there are any further concerns or if you need additional assistance, please do not hesitate to reach out directly. Your satisfaction is our top priority, and we are committed to making things right.

Thank you for your understanding.

Sincerely,

The Lively Team

Samantha W.
SW
Vice President Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

The platform itself is very intuitive. The support team is also always timely in their assitance when me or an employee need help. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I haven't found any yet that are worth noting in this review. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

We previously didn't have an HSA nor an FSA, so they're enancing benefits offerings that we can provide our employees. Review collected by and hosted on G2.com.

Tanya S.
TS
Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

In the past we needed all of our employees go into a bank bvranch to set up a HSA account that we would be able to deposit into. along with this, the bank required them to open a separte savings or checking. Then I would have to physically go to a branch and deposit their company contribution into the account. This was a monthly nightmare and many employees took months to get set up. Now it is painless and done from a Smart phone or computer. THANK YOU! Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

The only downside is the 2-4 days that it take for funds to apprear after a deposit has been made but we are just prepared for it now. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

Ease of enrollment and funding the accounts. Review collected by and hosted on G2.com.

KH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

I have loved the simplicity and ease of use of Lively HSA. The app is smooth and user friendly and resources are available at the touch of a button. I am also the plan administrator for our company and have been happy with the service we have received with enrolling staff in their HSA accounts. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

The ONLY issue i've had was when we initially enrolled I was told a different pricing per user when we went to enroll versus when we were initially quoted- I asked and it was researched and corrected immediately. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

Lively has helped simplify offering HSA's to our qualifying staff members. It is user friendly and the customer service has been great. Review collected by and hosted on G2.com.

Brittany G.
BG
Executive Assistant
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Lively HSA?

The education and breakdown of HSA on Lively are top notch. The best breakdowns I've seen explaining HSA's and easily doing so for those that may not know exactly what an HSA is! Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Im not sure there is anything I dislike regarding Lively. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

We deal largely with individuals recovering from substance misuse or alcohol misuse and most of them have never thought about an HSA, Lively HSA's are proving super beneficial to asssit them with their over the counter healthcare needs while getting their lives back on track Review collected by and hosted on G2.com.

Samuel W K.
SK
Associate Pastor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

The platform itself is extremely easy to use. The implementation specialist was very helpful and available for my questions. All features that are available in other bigger name payroll vendors are available here but in a more user-friendly package for my employees. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

The payroll date for contribution changes is a little unclear sometimes. As a smaller business, we do not meet the minimum fee and therefore, the platform itself is a little bit pricey. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

A place where all my employees that contribute to their HSA can easily manage the funds and have easy access to them when paying for medical expenses. Also facilitates the employer contribution all with very little effort during setup. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Lively HSA?

I enjoy the ease of use for the employee and employer side of the dashboard. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I had to initiate the open enrollment process, instead of my rep reaching out. Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

The administration process is streamlined Review collected by and hosted on G2.com.

JF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

What do we like best about Lively HSA? Discounts due to completely electronic experience. It was so easy to implement to our team. The online user resources are self explanatory and uncomplicated. Customer support at your fingertips with same day response. We access our online portal weekly on the managment side, and I access my own portal as a customer daily to check receipts, balances, and spending. Lively makes integration so simple and easy! Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

What I dislike about Lively HSA? Nothing so far! Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

Lively HSA helps solve HSA management and administration. This frees up my smaller team's staff to have a worry free benefit for enrolled employees. Review collected by and hosted on G2.com.

Verified User in Consumer Services
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Lively HSA?

Easy to work with, any issues have gotten resolved immediately Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

none I can think of. Like I said, great service Review collected by and hosted on G2.com.

What problems is Lively HSA solving and how is that benefiting you?

They take care of managing and administering the HSA for our company Review collected by and hosted on G2.com.