Verified User in Manufacturing
AM
Verified User in Manufacturing
Mid-Market (51-1000 emp.)
"Lively is very user/administrator friendly"
4.5/5
What do you like best about Lively HSA?

Lively is very easy to use for employees and adminstrators and their specialists are very quick to respond and handle problems very efficiently Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

It would be great it Lively could provide account numbers in an easier fashion for adminstrators setting up employee payroll withdrawals Review collected by and hosted on G2.com.

Verified User in Consulting
EC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"Reliable HSA tool for employees and employers."
4.5/5
What do you like best about Lively HSA?

Ease of use. For both company administrators and also for employees to file their claims Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Could reimburse more quickly - usually takes 2-3 days for funds to be disbursed, which lets Lively earn interest on our money. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Great experience with Lively"
4.5/5
What do you like best about Lively HSA?

It's an easy to use platform that took very little time to onboard. I would definitely recommend it to anyone wanting to setup and HSA. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Schwab's platform has very poor customer service and I'd like alternatives Review collected by and hosted on G2.com.

Josie A.
JA
Josie A.
Information Technology Support Specialist
Enterprise (> 1000 emp.)
"Highly recommend"
4.5/5
What do you like best about Lively HSA?

Very easy to use as well as navigate. I have never had an issue with my card or money being deposited. Very reliable and helpful customer service. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I have never had an issue with Lively. I have only reached out to customer service with general questions and they were very helpful Review collected by and hosted on G2.com.

KL
Kivya L.
Enterprise (> 1000 emp.)
"Great Customer Support and Care"
5/5
What do you like best about Lively HSA?

Having Lively send me updates about discount coupons, which is very helpful when medication is so expensive.

When I got my new card, I got great customer service and was given a lot of help with the uses of the account. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I haven't had a bad experience with Lively. Review collected by and hosted on G2.com.

AD
April D.
Executive Assistant
Small-Business (50 or fewer emp.)
"Great account system!"
5/5
What do you like best about Lively HSA?

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 inexpensive! Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

We have to approve of the payroll in Lively. It would be great if our HR system could speak to Lively and make any changes in payroll that an employee makes in his/her account. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Sometimes my hours dont work out very well with Lively support hours. Different time zones"
3.5/5
What do you like best about Lively HSA?

There are friendly support that usually call back right away when there are issues. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Getting started was rocky. More friendly user training on site. Maybe a manual with step by step instructions and screen shot of those screens as you use them. Sometimes I was not sure what was all going to happen or be involved in what I may have just done. Review collected by and hosted on G2.com.

TJ
Tisha J.
Small-Business (50 or fewer emp.)
"easy and reliable"
5/5
What do you like best about Lively HSA?

As a small business we are able to offer an HSA to our employee's that does not take a lot of work on our part. Signing up was easy and we can view our accounts and make changes without a lot of effort. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

I have not found any at this time. Program has met our expectations. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Verified User in Higher Education
Mid-Market (51-1000 emp.)
"Excellent Customer and Admin Service!"
5/5
What do you like best about Lively HSA?

Lively HSA offers the benefits our employees want. They receive EXCELLENT customer service and provide additional education materials for those who are learning or want more in-depth options for investing their HSA money. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Nothing! Lively HSA provides the service and support our employees need. Review collected by and hosted on G2.com.

Joel S.
JS
Joel S.
Senior Business & Tax Consultant
Small-Business (50 or fewer emp.)
"Simple HSA planning with strong customer support"
5/5
What do you like best about Lively HSA?

My favorite part of lively is the quick customer support and response time. iIalso enjoy the embedded feature of the Investment portion of my HSA account so I do not need to log in everytime. Review collected by and hosted on G2.com.

What do you dislike about Lively HSA?

Not many dislikes, I would like to see an improvment to mass expense input with AI scans and spreadsheet entries for mutiple at once Review collected by and hosted on G2.com.