Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 20

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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
Discussions
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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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
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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RM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

using this app is much easier for me anytime once i need to rememberse the things i use for my benifits. Review collected by and hosted on G2.com.

What do you dislike about Forma?

using it for 2 months now but so far i dont have dislike from this app Review collected by and hosted on G2.com.

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

i dont think so such things need to improve now. just contnue to be more easy to use and convenient for users. Review collected by and hosted on G2.com.

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Ankush M.
AM
Software Developer Intern
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?

I think Forma helps me to add the recripts for reimbursement and the process is really simple and easy to follow. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have been loving the product so far and haven't found any downsides to it. Review collected by and hosted on G2.com.

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

I have been alloted some amount from my employer and I can only get reimbursement for certain expenses; Forma is helping me get the reimbursement for my gym fees, smart watch, ergonomic chair and table etc. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
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Review source: Seller invite
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What do you like best about Forma?

Great app / website and a great team to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I wish there was a better way to upload reciepts via mobile. Review collected by and hosted on G2.com.

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

It's great at submitting expenses for my health. Review collected by and hosted on G2.com.

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

It is pretty useful, handy and fast. Besides, when I need help or have a question I always get answered soon and effectively. It allows me to split my money into different categories which also allow me to have a better control of my finances. Review collected by and hosted on G2.com.

What do you dislike about Forma?

IMHO Some categories are not well defined in the sense of which products are allowed or not. For instance for home appliances a coffee machine is allowed while a toaster is not => which does not make sense for me. Review collected by and hosted on G2.com.

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

Forma allows me to enjoy my employer's benefits in a way that my paysplit is separated into several categories which empowers me to have a better control of my finances. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Easy UI. quick response. there was nothing major block for my experience so far Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing so far! I am really enjoying in using Forma. Review collected by and hosted on G2.com.

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

Forma helps me claiming my well-being perks given by my company Review collected by and hosted on G2.com.

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

Costumer sopport via chat, this feature is not just great but the quick response rate is amazing! it takes like 10 seconds to get a costumer service representative to give you the answers you're looking for. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing really, the app is great, the way you make it so easy to file a cliam is just great, I can't think of anything bad at all! Maybe a dark mode would be so cool! Review collected by and hosted on G2.com.

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

I currently use forma to get some financial help from those things that I can't pay without sacrificing other important things, for example health things, educational and Pet related stuff. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Subitting claim is vvery easy and user friendly Review collected by and hosted on G2.com.

What do you dislike about Forma?

I dont have issues in using forma ..so no comments Review collected by and hosted on G2.com.

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

it easy to use Review collected by and hosted on G2.com.

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Alexandra H.
AH
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 like that it has good sale benefits on items and you can use the money as a gas card or for bulls Review collected by and hosted on G2.com.

What do you dislike about Forma?

I like that I can use it Asa gas card when I'm in a bind! Review collected by and hosted on G2.com.

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

It's helping with gas and some groceries whenever my budget is tight. Review collected by and hosted on G2.com.

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

As cores e a alegria e os desenhos além disso é muito fácil de acessar a plataforma é bem inteligente. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Ele ser todo em inglês , a plataforma atende empregados no Brasil por isso deveria ter tradução em português. Review collected by and hosted on G2.com.

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

Está gerenciando benefícios dos empegados microsoft. Review collected by and hosted on G2.com.

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NL
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?

Fast service, easy, simple, amazing! Always good customer support, many. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing i dislike, i always get my needs done. Review collected by and hosted on G2.com.

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

Forma is helping me to afford my well being needs. Review collected by and hosted on G2.com.

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