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What is Lively?

Lively simplifies the management of Health Savings Accounts (HSAs), ultimately providing users with significant savings in both time and money. Acknowledged as a top HSA provider by Morningstar, Lively ensures that you can effortlessly offer an exceptional HSA experience. Our platform is specifically designed to cater to your requirements, featuring a smooth setup for employer-funded accounts, innovative tools, and outstanding customer service for you and your team. In contrast to many of our competitors, Lively does not charge any obligatory monthly maintenance fees to account holders and has a net promoter score that far surpasses the industry standard. Furthermore, we provide access to tailored investment options and allow account holders to start investing without needing a minimum balance, guaranteeing an accessible and user-friendly experience for everyone. With Lively managing your HSA needs, you can dedicate more time to your core business activities and enhance overall productivity. Embrace the ease and efficiency that Lively brings to the world of Health Savings Accounts.

What is FAST Finance Reporting?

Provides an extensive analysis of financial performance through various reports, such as Operating Statements, Balance Sheets, and Trial Balances, formatted for different time periods including Current Year, Comparative, Monthly, and Annual Trend, and structured by various hierarchies. This system offers departmental account holders crucial financial insights to answer questions like “What is my expenditure?” and “What budget remains?”, while also allowing for a detailed exploration of specific transaction data. Moreover, it delivers thorough financial information categorized by Fund for each grant, covering multi-year funding, actual expenses, and any associated commitments. The design is aimed at enhancing business processes, leading to more efficient departmental operations and better information flow, which in turn supports faster decision-making through electronic approval workflows. Users benefit from a dedicated customer service team that actively engages with their requirements, ensuring they maximize their investment in FAST. To further alleviate your responsibilities, Millennium takes care of the installation, upkeep, and updates of FAST, greatly minimizing the maintenance load on your IT team. This holistic strategy not only boosts overall performance but also cultivates a more streamlined environment for financial management, paving the way for future growth and efficiency. As a result, organizations can focus more on their core missions while relying on advanced financial tools to drive success.

What is COBRA Administration Manager?

Our software simplifies COBRA administration by providing timely reminders for crucial dates, automatic tracking of COBRA qualifiers and their dependents, customized letters, a collection of over 30 in-depth reports, and quick coupon generation, all with minimal user effort. It serves both individual businesses overseeing COBRA for their employees and third-party administrators offering benefit services to various organizations, with customized versions tailored to specific requirements. The edition for single companies encompasses all essential tools needed for efficient COBRA management, while the multi-company version is perfectly suited for third-party administrators, enabling smooth administration for up to 9,999 groups. Once employee details are entered into the system, the software meticulously monitors all significant events, ensuring that vital tasks are never missed. The to-do list acts as a useful prompt, notifying you whenever mandatory actions need to be taken, and with just a double click on any task, you can easily move on to the next required step. Moreover, this intuitive interface significantly lowers the risk of mistakes, boosting both productivity and compliance in COBRA administration. All these features work together to create a seamless experience for users, ultimately enhancing the management of employee benefits.

Media

Media

Media

Integrations Supported

UZIO

Integrations Supported

UZIO

Integrations Supported

UZIO

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$2.95 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$690 per license
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lively

Date Founded

2016

Company Location

United States

Company Website

livelyme.com/employers/

Company Facts

Organization Name

Millennium

Company Location

United States

Company Website

www.mcsl.com

Company Facts

Organization Name

COBRA Solutions

Date Founded

2007

Company Location

United States

Company Website

www.cobrasolutions.com/COBRALandingPage.html

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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