Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 19

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Forma Overview

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What is Forma?

Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”

Forma Details
Product Website
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Forma Community
Languages Supported
English, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Forma revolutionizes employee benefits with customizable spending accounts for post-tax and pre-tax benefits, such as Lifestyle Spending Accounts (LSAs), HSAs, FSAs, Commuter, and COBRA benefits. Utilizing the Forma Card, Forma Store, or claims reimbursement, employees can take full advantage of our platform, which boasts an 85% monthly utilization rate. For Benefits professionals, setting an equitable global benefits strategy, staying on top of your budget, monitoring usage, and getting insights on claims approvals is all easy through Forma. Our consumer-grade UI coupled with our world-class support experience have garnered praise from both members and admins alike.

Seller Details
Seller
Forma
Company Website
Year Founded
2017
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Description

Forma is a digital platform designed to streamline the process of creating and managing employee benefits, specifically focusing on mental health and wellness. The company offers innovative solutions that empower organizations to support their employees' well-being through personalized care experiences. With a user-friendly interface, Forma aims to enhance access to mental health resources, making it easier for employees to find and utilize the support they need. For more information, visit their website at [joinforma.com](https://joinforma.com).

Justin T.
JT
Overview Provided by:
Justin Traasdahl

Recent Forma Reviews

SX
shuwen x.Enterprise (> 1000 emp.)
5.0 out of 5
"Easy to navigator, streamlined process for submitting claims and receive payments"
More categroeis available for boost wellness.
Read more
RC
Roxana C.Enterprise (> 1000 emp.)
5.0 out of 5
"Simple and Quick Reimbursement Process"
Using Forma is pretty self-explnatory, simple, and quick. I can enter my reimbursement request in just a few minutes and usually receive a customer...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"One of the best benefits we have."
It very easily allows you to purchase things for your physical and mental wellness
Read more
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1 person requested security information

Forma Media

Forma Demo - The Flexible Benefits Suite
Forma manages all types of flexible benefits. This way, employees have a simple, unified experience regardless of whether they're using a pre-tax HSA or a post-tax wellness allowance.
Forma Demo - The Forma Store – your easiest path to meaningful benefits
Employees can purchase items directly in the Forma app. The store smartly shows vetted, high-quality products that meet the spending account’s eligibility requirements.
Forma Demo - The Forma Visa Card
Get unmatched convenience and simplicity for your employees with the Forma Card. Employees can choose how to use their benefits and spend anywhere Visa is accepted.
Forma Demo - A world-class claims experience
Forma offers 3 ways to pay: buy in the Forma Store, use a Forma Card, or submit claims. Once you set eligibility, Forma manages everything from claim reviews to reimbursements.
Forma Demo - Pre-tax Accounts for the 2020s
With Forma’s modern tech and sleek user experience, we’re setting a new standard for HSAs, FSAs, and commuter benefits. Pre-tax and post-tax accounts are under one platform for easy employee access.
Forma Demo - HR leaders love the Forma Admin Dashboard
Admins can compile and download reports in real time from the intuitive, self-serve admin portal. The dashboard has rich insights on usage, engagement, and satisfaction to help you understand program health.
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Review by Andres C.
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615 Forma Reviews

4.9 out of 5
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615 Forma Reviews
4.9 out of 5
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Forma Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FormaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Teresa K.
TK
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The user facing platform is intuitive, simple and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

My company's updates on the parameters what is/is not approved is not always clear. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Forma is helping to give access to wellness benefits and streamline the process of approval of using the funds. Review collected by and hosted on G2.com.

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Alejandro P.
AP
Instructional Designer
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The forma application is extremely easy to navigate and simple to submit all claims. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There isn't anything that I dislike about Forma. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Claim reimbursement Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The benefit from my company is very generous and Forma gives me an easy way to submit reimbursements. We have been using Forma for over 2 years and it's been a great culture add. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I wish there were more items in the store. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Forma gives our employees a way to support a healthy personal and professional living. Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
UH
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Love how quickly I can submit a claim. There are few steps and appropriate amount of questions. The UI is pretty simple as well. Transaction histroy can be filtered for what you are specifically looking for.

The FAQ section is pretty helpful if a user has a question. Most likely they will find thier answer before contacting customer support. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing that I would change. It has everything that a user needs. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I file my childcare expense claims on Forma. Review collected by and hosted on G2.com.

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Verified User in Marketing and Advertising
UM
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I enjoy that you can get reinburst for any purchases pertaining towards your health. Its easy to use and they have a lot of number of features. Customer Support is helpful. Review collected by and hosted on G2.com.

What do you dislike about Forma?

there is not mutch to dislike. It works well. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

there hasn't been any problems. Review collected by and hosted on G2.com.

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Charl N.
CN
WWIS EMEA Digital Specialist: Business Applications
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Super easy to use - simplified user interface and claiming process is always swift. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Yet to have a bad experience - I dont have any complaints. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

The claiming and approval process used to be long and cumbersome - with Forma it's so simple, I'm actually a bit suspicious! Review collected by and hosted on G2.com.

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AL
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Simple to use and well laid out. Easy to make claims. I also like the live chat function. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It would be helpful if the program policy was located on the home screen, easily visable. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Saves the company a lot of time in administration. Easy to use and a popular benefit with employees Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Its very convenient in that it offers a virtual card and a physical card. The platform is very easy to use to see your current balance as well as your transaction history. Also the customer support is amazing with any questions you may have along the way while navigating the site. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The only downside was how long it took to get the physical card Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Its helping me be able to afford things that are needed for my overall health and wellness which i think is amazing! Review collected by and hosted on G2.com.

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NR
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma has a nice and clean UI. The center screen layout and bright background makes it easy to navigate. There are only few buttons so it makes it a quick and easy job to upload my claims. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Could include more details on the topic of the form such as if I am doing a benefits claim. I want to know all the details of the benefits in the form so that I can make an informed claim. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Form of giving a convenient method for its clients to administer important benefits services to their employees. Forma enabled forms are more convenient to you so it makes me more efficient. Review collected by and hosted on G2.com.

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Joshua R.
JR
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Ease of use is amazing, and selection is wide! I use it all the time. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Forma is great for health realted things but not for some of the other things. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Being able to afford good gym stuff Review collected by and hosted on G2.com.

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