Why Lively
More Time for Strategy. Less Time on Admin.
LivelyIQ, our AI-powered decision support tool, helps employees make informed choices with personalized, guided support—without increasing HR workload.
Plan details auto-extracted from uploaded Summary of Benefits and Coverage (SBC) documents.
Employees receive personalized insights, cost projections, and potential savings based on their inputs.
Conversational AI chatbot knows relevant individual context and reduces reliance on internal teams. It’s 1:1-like support, but without the extra headcount.
Time-saving tools at every step
Save time with quick setup.
Easy data integration for enrollments, contributions, and health plan claims.
Give employees personalized support without extra work.
Handle claims faster and with less effort from HR.
Get more value from benefits without adding extra work for your team.
Quick, simple setup and implementation with File Sync
Industry-wide, implementations can take up to 12 weeks. Lively File Sync helps HR teams get set up in a fraction of the time with minimal effort required.
Simply share your existing file format, introduce Lively to your benadmin/payroll provider, and we handle the rest.
No reformatting required. Lively handles any data conversions or mapping work, free of cost on our end.
Works with any HRIS, benadmin or payroll provider.*
*Must be willing to set up a file feed connection.
Lively AI Chatbot: extra set of hands for your team
Lively AI Chatbot uses individual and company/plan-level context to deliver personalized responses to employees’ benefits questions.
Answers provided in simple, everyday language that’s easy to understand.
AI Chatbot is available 24/7 for support.
Include a customizable list of FAQs to proactively address HR inquiries.
Lively Smart Claims
Automated reimbursements
Lively uses Smart Claim Submission to make the experience easier for everyone. Our AI technology scans receipts and fills in the claim details automatically. This means your employees spend less time filing paperwork and more time focusing on their work. It also leads to fewer mistakes and faster payments, which means fewer questions for your HR team to answer.
How the simple 4-step process works:
Upload: Employees simply snap a photo or upload a PDF of their receipt.
Scan: Our AI reads the document to find the date, cost, and service details.
Review: The employee double-checks the info to make sure it is correct.
Approval: Claims are processed quickly, with many getting approved instantly.
By using smart technology to handle the heavy lifting, we make the experience better for your employees and much easier for your team to manage.
Simpler Claims. Less Admin.
Reimbursements Made Easy
Lively’s Claim Sync and AI-driven adjudication feature simplify the reimbursement process across HSA, FSA, and HRA accounts so employees make the most of tax-advantaged funds. Employees can file claims quickly and independently.
Claim Sync - secure claims data integration with 95%+ of health plans so employees don’t have to worry about receipts.
When uploading or taking a photo of receipts, smart photo-to-text technology extracts text from images, picking out all relevant details to auto-fill claims forms, so employees don’t have to type a thing.
AI-assisted claim decisioning with approvals possible in seconds — employees receive faster approvals, and HR gets fewer questions.
Our new AI bundle automates the repetitive, reduces the noise, and delivers real-time support to employees—without adding to HR workload.
FOR EMPLOYERS, BROKERS & HR TEAMS
Looking to offer Lively to your employees or clients?
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Note: If you are an individual account holder or need personal support, please visit our Help Center.