Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 42

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

The usage is great. While vacationing in Cabo and partying with my coworkers everything worked well. It especially worked well in remote areas. I had no complaints Review collected by and hosted on G2.com.

What do you dislike about Forma?

It is working fine. Anthony and everybody is doing great. They'll be able to help me as we go forward. This portion is extremely tedious but must be done. Very Review collected by and hosted on G2.com.

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

It is working great and has made everything work well. I'm fortunate as I expand my career. Hopefully, Sunny an Anthony will continue to train me when using this 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?

It's easy to use. Intuitive and flows well. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing in particular. The website is pretty easy to use overall. There is a lot of whitespace left on the page, maybe that can be filled with something useful. But I like the minimalism. Review collected by and hosted on G2.com.

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

It's easy for me to fill out forms for my dog's vet visits using this website. Review collected by and hosted on G2.com.

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Batool S.
BS
Customer Success Account Manager
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?

how mindful, diverese and inclusive the different categories they provide in their health plans Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing, I have been using Forma for 2 years Review collected by and hosted on G2.com.

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

health and wellbeing. physical, mental, emotional and financial Review collected by and hosted on G2.com.

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Jean Carlos R.
JR
Data Center Technician Senior
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 user friendly and the speed of the page is very fast Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing to add so far; maybe developing the menus in multiple language would be a good improvement opportunity Review collected by and hosted on G2.com.

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

the user do what is suppposed to do Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
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?

It's easy to see the remaining benefits you have to use and submission is pretty painless. I feel grateful to have such great benefits from my employer. Review collected by and hosted on G2.com.

What do you dislike about Forma?

When submitting a recurring charge for reimbursement, it would be great if Forma could remember information from previous submissions. Review collected by and hosted on G2.com.

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

As an employee end-user, Forms helps me feel valued for my contributions at work. I'm able to easily see what benefits I'm eligible for and how much money I have left to use. Review collected by and hosted on G2.com.

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SH
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?

Online store to choose from available products to purchase with your allocated benefit account. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have not found anything to dislike, yet. Review collected by and hosted on G2.com.

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

Medical and Personal Wellness claims. Review collected by and hosted on G2.com.

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TC
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 to use, straightforward, no glitches Review collected by and hosted on G2.com.

What do you dislike about Forma?

I didn't notice any issues with Forma. It was easy to use Review collected by and hosted on G2.com.

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

Help me to upload my wellness reimbursement smoothly 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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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The flexibility on what the money can be claimed against is amazing. Never seen anything like this before. From fitness classes to VR headsets, to spa days. It is so simple to use, approvals are fast, and all payments are automatically via payroll. Love it. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at all - great system - highly recommend it. Review collected by and hosted on G2.com.

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

Providing flexible benefits for employees that promote wellbeing. Review collected by and hosted on G2.com.

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Pragati S.
PS
Sr. Software Quality Analyst
Enterprise(> 1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

They are very quick in response, and service is amazing

Fast Response

Knowledge of employees

Clear policies mention Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing which I dislike but its more of a suggestion that UI can be more friendly Review collected by and hosted on G2.com.

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

Third party administration to approve the benefits Review collected by and hosted on G2.com.

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CM
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 way to access and submit a form is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

i would like to edit a claim and i was unable to figure out a way to do that. Review collected by and hosted on G2.com.

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

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

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