Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 31

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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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Verified User in Airlines/Aviation
UA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The ability to use forma at various retailers. I love the flexibility and ease of use of my form a card on my iPhone. The different retailers on the website is also added feature that I love! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Not having a clear list of approved retailers. Because it wasn't until several of my coworkers tried different services using forma

Because it wasn't until several of my coworkers try different services using former that we found out what was available. Review collected by and hosted on G2.com.

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

Shopping for shoes for me and my family! And I just found out I can use it to pay my cell phone bill and my cable bill. I'm totally excited. Can't wait to try it out. Review collected by and hosted on G2.com.

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Leonidas K.
LK
Enterprise Account Manager
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?

Easy to use, lots of thoughtful space between UX screens which makes for a very quick and intuitive experience Review collected by and hosted on G2.com.

What do you dislike about Forma?

N/a - it does the job very efficiently and effectively Review collected by and hosted on G2.com.

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

Ease of tracking wellness stipend and submitting claims without having to go through HR 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?

Simple to use

Fast approvals or rejections. Review collected by and hosted on G2.com.

What do you dislike about Forma?

till now, it's all fine.

Haven't found anything which can be disliked. Review collected by and hosted on G2.com.

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

Ease of filing claims.

Clarity on what can be claimed and what not. 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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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The UI is smooth and easy decipher! Love the idea of everything in one place. Review collected by and hosted on G2.com.

What do you dislike about Forma?

No dislikes as of yet. Even if I found something the good outways any potential 'bad'. Review collected by and hosted on G2.com.

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

Super easy to navigate and get everything in one place without having to hop aroubd to a bunch of sites. 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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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It's user friendly and the customer support is also great Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing. Everything is great specially the ease of use and number of features. Review collected by and hosted on G2.com.

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

Submitting the claims is smooth Review collected by and hosted on G2.com.

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

I like the card and having up-to-date progress on the website. I have a great resource to what is eligible and what isn't and this helps me to use the card easily. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Some of the alerts seem delayed. I didn't know I had to submit receipts from the doctor's office. Review collected by and hosted on G2.com.

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

Paying for medical and dental items tax-deferred. Review collected by and hosted on G2.com.

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Verified User in Real Estate
UR
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 - convenenient to submit receipts for reimbursement. Also used for subscribing to apps like Fiton. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Would be nice to have more variety in fitness apps like Alo Yoga . Review collected by and hosted on G2.com.

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

Getting benefits, subcribing to fitness apps, reimbursement of fitness related buys 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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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma was super easy to use for getting reimbursed for my pricey home appliance. Just log in, open a claim, fill out the form, attach receipt and your done! Review collected by and hosted on G2.com.

What do you dislike about Forma?

The only downside is that it is difficult to determine the particulars of what is covered under a certain category. For instance, Home Appliances - a refrigerator and oven is covered, but a dishwasher is not. I had to contact Forma via email to find this out. Review collected by and hosted on G2.com.

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

N/A Review collected by and hosted on G2.com.

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JP
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

Using Forma is super easy as they created a fantastic UI experience that keeps track of your accounts and remaining budget. Submitting for reimbursement is quick and easy. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at all, really. Having the spending account as a stipend rather than submitting receipts would be great, but that isn't an issue with Forma and its tool. Review collected by and hosted on G2.com.

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

It's really a fantastic interface with a running, real-time balance of accounts. Helps keep track of my wellness purchases and allows great organization and administration. Review collected by and hosted on G2.com.

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Verified User in Computer & Network Security
CC
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Super Quick, easy approval flow, efficient and user friendly Review collected by and hosted on G2.com.

What do you dislike about Forma?

could add more categories, rest all seems to be ok Review collected by and hosted on G2.com.

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

Easy process for reimburse Review collected by and hosted on G2.com.

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