Lively HSA Features
Platform (7)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 53 Lively HSA reviews.
Integration APIs
Based on 50 Lively HSA reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
User, Role, and Access Management
As reported in 51 Lively HSA reviews. Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
As reported in 50 Lively HSA reviews. Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go. 50 reviewers of Lively HSA have provided feedback on this feature.
Reporting
As reported in 49 Lively HSA reviews. Provides analytics tools that reveal important business metrics and track progress.
Dashboards
As reported in 50 Lively HSA reviews. Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Benefits Administration Platform Features (20)
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database. This feature was mentioned in 47 Lively HSA reviews.
Enrollment Planning
Based on 47 Lively HSA reviews. Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
As reported in 43 Lively HSA reviews. Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. This feature was mentioned in 45 Lively HSA reviews.
Total Compensation Statements
As reported in 46 Lively HSA reviews. Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Based on 48 Lively HSA reviews. Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
As reported in 45 Lively HSA reviews. Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Mobile Benefits Access
As reported in 46 Lively HSA reviews. Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database. This feature was mentioned in 47 Lively HSA reviews.
Enrollment Planning
As reported in 47 Lively HSA reviews. Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. This feature was mentioned in 43 Lively HSA reviews.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. This feature was mentioned in 45 Lively HSA reviews.
Total Compensation Statements
As reported in 46 Lively HSA reviews. Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. This feature was mentioned in 48 Lively HSA reviews.
Regulatory Compliance
Based on 45 Lively HSA reviews. Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Benefits Dashboards
As reported in 45 Lively HSA reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. This feature was mentioned in 46 Lively HSA reviews.
Integrations / APIs
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record. 44 reviewers of Lively HSA have provided feedback on this feature.
Internationalization
Based on 42 Lively HSA reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
Is accessible from a mobile device and by users on the go. 43 reviewers of Lively HSA have provided feedback on this feature.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 43 Lively HSA reviews.
AI Text Summarization
Based on 42 Lively HSA reviews. Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements. 42 reviewers of Lively HSA have provided feedback on this feature.
Platform - Health Savings Account (HSA) (4)
Evidence
As reported in 49 Lively HSA reviews. The platform is able to submit evidences to support reimbursement claims
Funding
Contribution into the HSA fund can be provided by both employer and employees 49 reviewers of Lively HSA have provided feedback on this feature.
Reimbursement
The platform is able to process claims reimbursement and reimburse medical expenses based on acceptance This feature was mentioned in 50 Lively HSA reviews.
Education
There are materials within the platform that helps the user to realize what purchases are eligible for purchase using HSA 49 reviewers of Lively HSA have provided feedback on this feature.
Data - Health Savings Account (HSA) (2)
History
Can track the history of expenses and contributions by employer and employees 49 reviewers of Lively HSA have provided feedback on this feature.
Analysis
Can analyze HSA usage of employees based on purchasing habits and claims usage 49 reviewers of Lively HSA have provided feedback on this feature.



