Case Study: Lively drives 35% of quarterly pipeline with Sendoso

How Lively uses Sendoso to build brand affinity and personalize the sales funnel

Lively, a modern HSA platform, needed a better way to communicate its product offering and stand out in a crowded market. To help streamline its sending process and strengthen relationships with prospects, Lively turned to Sendoso and its automated gifting platform.

Using Sendoso, Lively launched creative direct mail and gifting campaigns such as “Spring into Action!” and pandemic-era eGift offers to engage brokers and HR professionals. The results were strong: one Sendoso campaign influenced 40 opportunities and drove 35% of quarterly pipeline, while another generated 32 new opportunities, helping Lively build brand affinity and increase sales.

Lively

Patricia Montenegro

Growth Marketing Specialist