Lively is the benefits solution provider that gets it right. Offering HSAs, FSAs, HRAs, Lifestyle and Medical Travel accounts, and COBRA, our solutions are simple, trusted, and reliable.


What is Lively?

Thanks, Chris. Very happy to be here to talk about Lively, the benefits solutions provider that simply gets it right. In an industry that has been marked by mergers and acquisitions over the last several years, Lively is proud to offer our own proprietary technology that was built for today. We designed our solutions to take the guesswork out of managing benefits, and our innovative features are grounded in real everyday circumstances. Lively's agile technology scales as business needs evolve and automates tedious tasks so employers can focus on the big picture. With Lively, you can experience benefits administration as simple and streamlined as it should be. Lively also offers an extensive range of robust educational resources that take the burden off of employers by providing their employees with tools that help them understand the value of their benefits and how to use them best to meet their needs.

How is Lively different?

Lively is different because of our approach to customer support. Now, we offer a suite of complimentary benefits including health savings accounts, flexible spending accounts, lifestyle spending accounts, health reimbursement arrangements, medical travel accounts, and COBRA. But what sets us apart is our trademark customer service for admins from a dedicated customer success team that reduces broker escalations, as well as employee inquiries and tasks for admins. Happy clients, as any broker knows, don't make a lot of noise, and we keep clients happy, as represented by high customer ratings and adoption rates. Our unrivaled customer service starts well before implementation and onboarding, and continues throughout the life of any client relationship with Lively. From customized communication plans to educational sessions, leading up to open enrollment, we're with you every step of the way.

Who is a good fit for Lively?

Well, it's simple, Chris, if you're a broker looking to quiet the noise from your clients because they can't get the level of support they so desperately need for their spending and or savings accounts, Lively is the right fit for you. If you're one of those employers not getting the service you need from your current provider for spending or savings accounts, Lively is the right fit for you. We support clients of all shapes and sizes from the local mom and pop with just a couple of employees all the way up to the Fortune 500 company with thousands of employees all over the country. So if you're looking for a benefits partner that offers an intuitive, easy to use platform backed by thoughtful, onshore customer service that truly delivers, Lively is the right fit for you.

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Duration: 02:53

Posted: Friday, August 25, 2023

Video tags: Under 50 EEs, 51 - 100 EEs, 101 - 250 EEs, 251 - 500 EEs, 501 - 1000 EEs, 1001 - 2500 EEs, 2501 - 5000 EEs, Over 5000 EEs