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Lively HSA Reviews & Product Details - Page 2

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 ...
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100 Lively HSA Reviews

4.7 out of 5
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100 Lively HSA Reviews
4.7 out of 5
100 Lively HSA Reviews
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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G2 reviews are authentic and verified.
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.

Paige D.
PD
Human Resources Business Partner
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 like the website interface. I think it's clear and easy to use. I appreciate the focus on being able to help employees transfer their funds over to Lively from previous HSAs. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

implementation has been not good. We have had 3 customer support people. There was little transition from the first to the 2nd, so we had to start some conversations all over again. The current person we have has been the most helpful, and hopefully that continues. Review collected by and hosted on G2.com.

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

So far, it is the same or less helpful than our previous provider. I am hoping that this improves with time. Review collected by and hosted on G2.com.

Mark F.
MF
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 both looks good, which is not a given in this industry, and is very intuitive to use. As the administrator for our account, it's easy to manage team members and their contributions. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Changing contribution amounts when Lively is linked to a third party platform (like Ease) has proved a little confusing. Review collected by and hosted on G2.com.

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

We are a small team that wants to offer an array of benefits and health plans, but does not have the resources to manage it all ourselves. Lively has plugged in seamlessly and allowed us to confidently offer a HDHP HSA plan. Review collected by and hosted on G2.com.

Christy J.
CJ
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Lively HSA?

I love the Lively HSA

1st completing the task every payroll.

seeing the contributions on my HSA Plan app on my phone

making a one time employer contriubtion to an employee's HSA

easy set up to add new employees

email reminders from Livley to complete the payroll task

One log in to see all the accounts (company's under my user name) Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I don't have any dislikes regarding Lively HSA Review collected by and hosted on G2.com.

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

I have no problems with Lively HSA

the benetits are the funds are deposited into the employees HSA account right away, after the tasks are completed Review collected by and hosted on G2.com.

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

Lively HSA is extremely user-friendly. The set-up was extremely simple, and it did not take very long to set up not only my account, but to get my employees signed up as well. I highly recommend Lively HSA to any employer looking to add HSA benefits to their employee benefits package. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

We have had Lively HSA for almost 2 years now, and I can honestly say that I haven't experienced a single downside yet, on the employer or employee side. Review collected by and hosted on G2.com.

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

Lively HSA has made my job so much easier by their user interface and how easy it is to add or update anything, and to make contributions. It is also very easy to see how much I have in my own HSA account, and to reimburse myself as necessary for qualified expenses. Review collected by and hosted on G2.com.

Nicole S.
NS
HR Manager
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?

I love how easy it was to set up our account with LIvely. The account manager is always quick to respond if there is a question. The employees also love the ease of use, from setting up recurring or one-time payments. I can check in to the account anytime I need to review invoices and employee accounts. It has been a seamless process with our HRIS integrations. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I have not found an aspect of Lively that I dislike. Review collected by and hosted on G2.com.

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

LIvely HSA has made it seamless to set up and make contributions for my teams needs. Review collected by and hosted on G2.com.

Kimber H.
KH
Director of 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?

Implementation was really easy. Customer service is responsive and helpful. Employee-facing service is equally amazing. The portal is easy to navigate and almost everything is self-service. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I wish there were a more robust integration with our HRIS/ben admin system that includes automatic regonition of payroll contributions, terminations, and enrollments. Outside of OE the process is manual for adding, terminating, and uploading contribution files. Review collected by and hosted on G2.com.

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

Lively is an easy platform to use to provide employees with HSA and FSA accounts. Cost competitive and has everything you need. Review collected by and hosted on G2.com.

BS
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 find it very user friendly and it is easy to submit HSA contributions from payroll. I also like the quick response time from customer support and our rep. They are always very helpful. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

if someone decides to change their HSA contribution amount, it is not as easy. I think this is more because of the third party benefit provider we use though, not so much a Lively issue. Review collected by and hosted on G2.com.

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

Right now they are getting HSA contributions into my employees HSA accounts seemlessly. Review collected by and hosted on G2.com.

Morgan H.
MH
Attorney/Owner
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 app is easy to use and looks good. Reimbursement process is quick and easy. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

It is difficult to understand contributions as there is no view on employer contributions. I cannot see what part of each monthly contribution comes from the employer vs. the employee. It would also be nice to see previous contributions made all in one place.

Also, you cannot make partial reimbursements for expenses. Review collected by and hosted on G2.com.

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

Tracking HSA Expenses and contributions. The support team is responsive if there is an issue. Review collected by and hosted on G2.com.

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

Dashboard is quick and easy to get updates. Love the ability to do bulk changes. Way very easy to implement. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I can't think of anything that I dislike. Review collected by and hosted on G2.com.

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

Lively HSA gives me the ability to provide a health savings account for my employees. Very easy to add money to individual accounts from the company thoughout the eyar. Review collected by and hosted on G2.com.