Case Study: UCAN simplifies HSA administration and boosts employee support with Lively

How UCAN Supports Their Employees with an Easy-to-Manage HSA

UCAN, a social services company based in Chicago, faced significant administrative challenges with its previous Health Savings Account (HSA) provider. The process for enrolling employees was slow and antiquated, often taking days or weeks to create accounts, and the platform lacked the capabilities needed for easy management. UCAN's HR manager struggled with this inefficient system and sought a more responsive HSA partner from Lively that would also provide a better experience for their employees.

Lively implemented its HSA platform, which offered an intuitive administrative dashboard and proactive, high-quality customer support. The transition was smooth, with account setup becoming instant after a simple file upload. The solution drastically reduced administrative burdens and provided employees with easy access to their accounts and educational resources. As a result, the HR manager reported a vastly improved experience, giving Lively a 10 out of 10 likelihood to recommend, and noted that the simplicity of the platform encourages greater employee benefit adoption.

UCAN

Valeice Reaves

HR Benefits and Wellness Manager