Samantha P.
SP
Samantha P.
"Effortless HSA Management, Needs Better Communication"
4.5/5
What do you like best about Lively HSA?

I appreciate Lively HSA's user-friendly interface, which significantly reduces the time I need to spend monitoring individual accounts. Its direct integration with our payroll system, Paycom, eliminates the necessity for manual contribution submissions, streamlining the whole process. I also value the swift and efficient reimbursement process provided by Lively HSA, allowing operations to proceed smoothly and promptly. As an administrator, this efficiency greatly reduces the frequent need to interact with employees about account management, as they can handle many tasks independently, minimizing back-and-forth communications. It's this empowerment and ease of use that truly stand out for me. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I find communication on the admin side a bit confusing because the emails from our representatives all come from the same 'customer success' email address. This makes it difficult to track who I'm speaking with. Additionally, Lively HSA emails often end up in spam or junk folders, which complicates the process of setting up staff initially as they sometimes can't find the necessary emails. I also wish for a more seamless integration where employees' elected contributions directly sync with payroll. Currently, only payroll contributions sync from our payroll administrators to the Lively system, not the changes made by employees within Lively. Review collected by and hosted on G2.com.

Jennifer H.
JH
Jennifer H.
Manager Total Rewards
Enterprise (> 1000 emp.)
"Effortless Fund Management with Lively HSA"
5/5
What do you like best about Lively HSA?

I like their automation, the app I use, and the alerts they provide. It helps me manage the funds appropriately and makes managing my funds easy. The initial setup was extremely easy. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

N/A Review collected by and hosted on G2.com.

JL
Joy L.
HR Manager
Mid-Market (51-1000 emp.)
"Human Resources Manager- oversee benfits administration"
4.5/5
What do you like best about Lively HSA?

User friendly website and good customer service Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Inability to perform certain corrections Review collected by and hosted on G2.com.

Carlos L.
CL
Carlos L.
Senior Data Center Engineer
Mid-Market (51-1000 emp.)
"Convenientnice to have a great card in my wallet"
5/5
What do you like best about Lively HSA?

Suits my needs easy to use anytime anywhere Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Nothing works great fits in my routine helps having this in my wallet Review collected by and hosted on G2.com.

Thuy P.
TP
Thuy P.
Human Resources Generalist
"Effortless Reimbursements with Lively HSA"
5/5
What do you like best about Lively HSA?

I really appreciate the Lively HSA app for its ease of use, especially when it comes to submitting claims and getting reimbursed. The process is straightforward and quick, which significantly makes my financial management smoother. I also enjoy how it helps me save for medical expenses. Additionally, the capability to invest once I reach a certain balance is a feature I'm looking forward to utilizing. The efficiency and responsiveness provided, likely due to its AI functionality, further enhance my experience by ensuring timely services and reducing the usual hassles related to managing health savings accounts. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

nothing so far Review collected by and hosted on G2.com.

Shelby H.
SH
Shelby H.
Human Resources Manager
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Promising Start, Love the Debit Card Option"
4/5
What do you like best about Lively HSA?

Right now we are so early on it is hard to tell what we will like. We do like the debit card option. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Unsure yet as we are just starting out with them. Review collected by and hosted on G2.com.

Lingyi Z.
LZ
Lingyi Z.
VP of Accounting
Enterprise (> 1000 emp.)
"VP of Accounting"
5/5
What do you like best about Lively HSA?

The integration with our payroll is seamless. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Too short between invoice date and due date. Review collected by and hosted on G2.com.

KM
Kerri M.
HR
Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"Extremely Easy to Use, with Fantastic Customer Support"
4.5/5
What do you like best about Lively HSA?

Extremely easy to use and navigate. Customer support was fantastic as well. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Im a very big critic and I dont think there is anything I dislike about it Review collected by and hosted on G2.com.

SC
sheri c.
"Exceptional Customer Service and Effortless Setup"
4/5
What do you like best about Lively HSA?

I really appreciate Lively HSA's customer service. They are remarkably responsive and helpful for both employers and employees, which significantly enhances the user experience. The file feed feature is another aspect I find valuable because it eliminates the need for manual uploads, simplifying the process for me. Additionally, the initial setup of Lively HSA was very easy, thanks to the assigned representative who was both responsive and supportive throughout the process. These factors combined make using Lively HSA a positive experience overall. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Not applicable Review collected by and hosted on G2.com.

Verified User in Human Resources
AH
Verified User in Human Resources
Enterprise (> 1000 emp.)
"Easy to Navigate, but Needs Direct iSolved HCM Integration"
3.5/5
What do you like best about Lively HSA?

The website is easy to use and navigate. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

It would be nice if Lively has a direct integration with iSolved HCM. Since there isn't one, we have to pay a third party to get data from iSolved into Lively. Review collected by and hosted on G2.com.

Response from Carlos Hergueta of Lively HSA

Thank you for sharing your feedback. We’re glad to hear that you’ve found the Lively platform easy to use and navigate.

We also understand the desire for a more direct connection with iSolved. Lively can and has worked directly with iSolved to support secure file feed setup where applicable. That said, in some cases, a payroll or HCM provider may license HSA/FSA technology from another party, and that provider may determine how the file feed is configured and whether any related costs are passed along to the employer. Those decisions and fees would be part of that provider’s structure, not Lively’s.

We appreciate you raising this — if you reach out directly to your Customer Success Manager, we would be happy to work with your team to review the current setup and help identify the best available path to streamline data into Lively.