Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 28

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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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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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JH
Customer Success Advocate
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I have never had issues with orders. If I have a question they respond to me promptly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There aren't any downsides. I have always had a great experience. Review collected by and hosted on G2.com.

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

I have respiratory issues, as well as back issues. Forma provides products to assist me with these issues. 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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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I have used the platform many times over the last few years and the process to submit for reimbursement is easy and straigthforward, including the quick timeframe to get approved. If you have questions, there is a Help Center or ability to speak with a representative to answers any of your questions. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have not encountered any issues or downsides with Forma to submit reimbursement requests. Review collected by and hosted on G2.com.

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

Forma provides an easy and simple way to submit and process my benefits for reimbursement for Wellness. Review collected by and hosted on G2.com.

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Jay A.
JA
Senior Software Engineer
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?

We use Forma for wellness reimbursements, and it couldn't be easier. The online form is easy to fill out, shows the choices for reimbursement categories, offers multiple ways for uploading receipts. This is how it should be! Review collected by and hosted on G2.com.

What do you dislike about Forma?

I really can't think of anything I would change. Review collected by and hosted on G2.com.

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

We have wellness benefits, and we use Forma to submit reimbursement claims. Super easy, the form is self explanatory, offers pulldowns for the eligible categories. Loads quickly, no hassle. Review collected by and hosted on G2.com.

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Verified User in Logistics and Supply Chain
UL
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 makes it very easy to submit a claim against our Perk+ program benefit. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I don't dislike anything about Forma in the way we use it within the Perk+ program. Review collected by and hosted on G2.com.

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

Our benifits organization is using Forma as the tool they have us submit our Perk+ claims. Review collected by and hosted on G2.com.

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Aaron O.
AO
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?

Very easy to use and quck on claim submissions Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at all. Every experience has been wonderful. Review collected by and hosted on G2.com.

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

Forma provides a single location access benifits given by my company. Review collected by and hosted on G2.com.

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SN
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?

Fast and excellent service. Portal was easy and user friendly. I see the product is expanding with lots of products coming in daily.Claims were super fast approved. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Very less products to select from Forma to buy online. Portal would be much more attractive with different theme. If possible can include brands across different countries. Review collected by and hosted on G2.com.

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

Forma has been solving all my queries related to the expenses I have taken towards my health benefits. They have been exceptional in solving all queries and guiding me how to claim when I difficulties. Review collected by and hosted on G2.com.

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Coleman C.
CC
Senior Corporate Technical Recruiter
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Customer service has been excellent, on top of that the integration of their service into our company portal has been very simple and effective. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing as of yet, everything has been great! Review collected by and hosted on G2.com.

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

Forma offers a very simple tool that allows us to be reimbursed by for child-care expenses quicklty and effectively. Review collected by and hosted on G2.com.

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

I really like how easy Forma is to use both on the website and the app. You can log in and use anytime, and it keeps a tally of what avalable payback you have left. All of the catagories for repayment are easy to sort through with a pull down menue. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have not experianced any negatives at this time. Review collected by and hosted on G2.com.

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

Forma has allowed me to be reimbursed for many vetrenary bills. We love our pets, but the overwhelming cost of taking care of them can be stressfull. Forma allows us to offset our cost of care for the year. Review collected by and hosted on G2.com.

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PC
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?

Easy, friendly to use fast responses from reps Review collected by and hosted on G2.com.

What do you dislike about Forma?

not finding any dislike tbh, i have never encounter an issue Review collected by and hosted on G2.com.

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

Forma was researching about a category of products that I would love to see available and rep escalated my request Review collected by and hosted on G2.com.

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Verified User in Semiconductors
US
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?

Claims are very straightforwards and easy to make. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The time it takes to process a payment after approval. Review collected by and hosted on G2.com.

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

It is a way to save extra money on things that benefit me personally. Which in turn is helping me achieve my goals financially and physically. Review collected by and hosted on G2.com.

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