Lively

““What stuck out the most was the customer service, from the people I worked with on the Customer Success Team all the way to the customer service for account holders. When I had questions, our dedicated Customer Success Manager called me and walked me through it, instead of just sending an email. She wanted to ensure I understood it. That stuck out to me. Most companies would not do that.””

“" When I had questions, our assigned Customer Success Manager called and walked me through it, instead of just sending an email. That stuck out to me. Most companies would not do that.”

““[Lively] had great materials to offer. I was able to go online, within the Lively platform, and find resources that I could hand out to employees. I appreciated having access to share with employees during OE, it made it easy to guide them, like ‘Hey, this is what you could be doing, this is what the HSA is, and how it works.’ The literature was super helpful. I appreciate that Lively has options for education, and that they’re always willing to help keep our people informed.””

““If I had to have someone take over my responsibilities, it would be super easy to direct them how to do it just because it's so user friendly and intuitive.””

““It's nice to be able to have a good platform where it's easy for the administrator, as well as the employees. Super easy for them to get in and change their information and get timely responses back from Lively. So across the board it’s just been a really good experience for the users and myself as the administrator.””

““The member of the Lively Customer Success Team that helped me get set up was great. Getting set up was just super seamless.””

““[The transition] was very easy from the Lively side,” said Galeai, “Getting everybody’s account set up was super smooth. The contribution set-up was easy.””

“" I didn’t look at anybody else after I found Lively. The platform was just great.”

““I didn’t look at anybody else after I looked at Lively.””

“" I wanted [an HSA] that was easy for me, and for the employees. That was my main goal, just making it easier for everybody.”

““It is a cost savings to us,” she says, “But more so I'm thinking of the employee and being able to give them options of what would work best for their families. I love HSAs. I think they are a great benefit to offer.””

““Benefits are a huge factor for employees when they’re deciding on a company,” says Galeai. “Employees want to make sure they have access to a good benefits package, especially with healthcare. I want to make sure that we are competitive in that field,” she emphasizes.”

““I just wanted something that was user friendly,” said Galeai. “Their system was so clunky. It was horrible. We were with them for a long time and it just never got easier. To try and get any kind of help was horrible. I think that's what’s so refreshing about Lively — if I have any kind of question I could reach out and someone would help me.””

““[An HSA] is a great benefit to offer, and I think our people appreciate having that option. I’m hoping that as we grow, offering a good benefits package will be another reason people continue to choose ZGA.””

“We don’t hear a lot, and that, to me, is always good. Most people like to tell you all the negative things that happen in their life. Most people aren’t likely to say ‘Hey, I love Lively,’ but they are really likely to say, ‘Hey, I don’t.’ And we don’t hear a lot of ‘I don’ts.’”

“I love it. It’s been a great experience for me personally, and for the district.”

“[Lively] has also made the day-to-day operations after every payroll so much easier for me.”

“I love being able to offer HSA contributions directly through payroll so that employees get the pre-tax benefits in addition to HSA benefits. Also, having a company-sponsored plan helps me to manage, observe, and encourage greater enrollment than employees needing to go to their individual bank to set up an account.”

“No, we don’t hear anything, but that’s good. Meaning, employees don’t have trouble. The one employee I helped get logged in, said, ‘Oh, this is so easy.’”

“Most of them have done very well, adopted it, and finished their enrollment.”

“It was really easy to get set up with Lively,”

“I love that Lively is able to take out the money for payroll automatically — that I don't have to send a transfer or remind it to do so,”

“My experience with Lively is that it's very easy to work with. I don't have a full team of people to do things and as a small business, the ability to automate tasks is lovely.”

“Lively’s commitment to making the process easier, for me and my employees, is my favorite part”

“I never feel like I am a burden to my CSM, she makes me feel like she’s actually happy to help me. That goes a long way for me.”