Lively

Lively is a modern Health Savings Account (HSA) experience designed for individuals seeking stability in the ever-changing healthcare landscape. The platform is committed to helping every HSA maximize its potential through intuitive design, accessible support, and ongoing education.

How to reduce the cost of a Lively subscription

 i – Tricks are what we like to call direct ways to reduce your subscription costs.

• We haven’t found any current tricks to reduce your subscription  

Additional reduction ways to try to reduce subscription costs:

Optimize User Licenses 

Audit user licenses and remove inactive users. Consider permission sets to grant specific functionalities instead of assigning full licenses for basic needs.

Data Storage Management

Archive old data. Utilize data validation rules to prevent unnecessary data entry that consumes storage

Process Automation: Utilize workflow and approval processes to automate manual tasks, reducing the need for additional licenses.

How to implement a Workaround to reduce subscription for Lively

 i – A workaround is using another tool to reduce your subscription.

• We haven’t found any current workarounds to reduce your subscription  

Additional workarounds to try to reduce subscription costs:

Integrations with Free/Freemium Tools

Explore free or freemium tools like Zapier to automate tasks that might require additional licenses (e.g., basic data cleansing). Consider integrating with freemium tools like Slack for internal team usage

How to reduce Lively via bundling

 i – Use one tool to get a discount on another tool.

• We haven’t found any current bundles to reduce your subscription

Additional bundling options to try to reduce subscription costs:

Pairing/Bundling for Discounts

Partner Programs: Check if your company qualifies for partner discounts through partnerships with other software providers (e.g., some cloud storage services offer discounts with Salesforce).

Negotiate with Support. Customer support details of Lively

 i – Speak with the Lively support team and ask for a discount.

Lively’s support email – [email protected]

Discuss Usage Patterns: Contact support and discuss your current usage patterns. They might offer discounts based on your specific needs and historical data.

Negotiate Renewal Rates: Before your subscription renews, negotiate renewal rates with support. Loyalty and commitment to the platform can sometimes lead to better pricing.

Use this for help: Customer support list or google

How to switch to subscription type for Lively

 i – Switching to a longer-term contract or changing subscription type is a good way to save.

• We haven’t found any current subscription types to reduce your subscription

Annual Subscriptions

Switching to annual subscriptions often comes with a discount compared to monthly billing.

Reduce Inactive Users

Regularly review user activity and remove inactive user licenses to free up costs.

Switch to Alternative for Lively

 i – Here is a list of similar products that are similar you can switch to for savings.

1. Fidelity: Fidelity provides HSA services similar to Lively but with additional features like debit cards, check writing capabilities, and a mobile app. Known for its extensive investment options and low fees, Fidelity offers a comprehensive HSA solution. Website: Fidelity
2. TD Ameritrade: TD Ameritrade offers HSA services with a wide range of investment options, including ETFs and index funds. While they charge slightly higher fees for trades compared to Fidelity, TD Ameritrade provides a user-friendly platform and robust investment offerings. Website: TD Ameritrade
3. Charles Schwab: Charles Schwab is another brokerage that offers HSA services, featuring a variety of investment options like ETFs and index funds. They charge a $24 annual fee unless a $3,000 cash balance is maintained. With a user-friendly platform and robust investment offerings, Schwab is a suitable alternative for diverse investment options. Website: Charles Schwab

Open-Source Solutions: Depending on your needs, explore open-source solutions that might offer similar functionalities at a lower cost. When searching try “Opensource for x” to find applicable tools.