LiveWell HSA’s Journey to a Smarter System

SOLVD BLOG

LiveWell HSA’s Journey to a Smarter System

LiveWell HSA is a team of health industry experts dedicated to helping businesses design the best preventative health plans. Their work helps employers save on payroll taxes, provide valuable cash benefits, and offer essential coverage. But as they grew, they realized their internal systems needed to be updated to keep up with their expanding needs.

The Challenge: Keeping Up with Growth

LiveWell HSA had been through a previous system update, but gaps remained. They needed to:

Improve automation – Key workflows weren’t running as smoothly as they should.
Increase data visibility – Their reporting needed enhancements to give them better insights.
Fix user access issues – Some employees lacked the right permissions to access or update critical data.

These challenges made it harder to operate efficiently and provide the best service to their clients.

Finding the Right Help

Recognizing the need for expert guidance, LiveWell HSA worked with SOLVD to refine their system and remove roadblocks.

“Love working with Solvd and the entire team. Everyone is friendly, knowledgeable, and professional. I look forward to working with them in the future!” – Jessica Cravens, Director of Operations

Building a Better System

LiveWell HSA and SOLVD worked together to make key improvements:

Enhanced Automation – Updates to existing workflows helped tasks run more smoothly.
Improved Data Accuracy – New fields and reports were added to provide better insights.
Fixed Accessibility Issues – User permissions were corrected so employees could access the data they needed.

The Results: A More Efficient Operation

After these updates, LiveWell HSA saw major improvements:

Smoother Workflows – Automated tasks ran more efficiently.
Better Data Insights – Reporting updates gave the team a clearer picture of their business.
Improved User Access – Employees had the right permissions to do their jobs effectively.

A System That Supports Growth

LiveWell HSA didn’t just update their system—they built a foundation for future success. By making these improvements, they created a more efficient way to manage their operations and continue delivering high-quality service.

If your business is struggling with outdated systems, the right upgrades can make all the difference.

Let’s build your success story. Schedule a consultation today.

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