Lively HSA Reviews & Product Details

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.

Seller

Lively

Discussions

Lively HSA Community

Languages Supported

English, Spanish

Solution Type

All-in-One

Overview by

Carlos Hergueta

Used by PayFocus and 2 others

Beta

Pricing

Pricing provided by Lively HSA.

Businesses

$0.00

1 Per Employee Per Month (PEPM) (Subject to a $200 monthly minimum)

View More Pricing Information

Lively HSA Integrations

(6)

Verified by Lively HSA

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Kathleen P.

Marketing

Small-Business (50 or fewer emp.)

6/27/2024

"Incompetent and Disappointing Service"

0/5

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 now 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.

Response from Carlos Hergueta of Lively HSA

edit

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.

Vice President Operations

Small-Business (50 or fewer emp.)

10/3/2024

"Lively is very administrator/employer and employee friendly"

5/5

What do you like best about Lively HSA?

The platform itself is very intuitive. The support team is also always timely in their assistance 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.

Tim F.

Small-Business (50 or fewer emp.)

2/22/2024

"Finally found the HSA Solution for Our Small Business"

5/5

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.

Kristin H.

Mid-Market (51-1000 emp.)

2/22/2024

"Lively is great!"

4.5/5

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.

Brittany G.

Executive Assistant

Small-Business (50 or fewer emp.)

6/20/2024

"Endless possibilities"

4.5/5

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?

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

Samuel W K.

Associate Pastor

Small-Business (50 or fewer emp.)

2/20/2024

"Quick onboarding, simple platform"

4.5/5

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.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

6/20/2024

"Streamlined service"

4/5

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.

Jessica F.

Small-Business (50 or fewer emp.)

2/20/2024

"Great customer service, easy to use functionality"

5/5

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.

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

10/3/2024

"Great Service - Excellent customer service"

5/5

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.

Paige D.

Human Resources Business Partner

Mid-Market (51-1000 emp.)

2/22/2024

"So many hiccups...but possible light at the end of the tunnel"

2.5/5

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.