Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 46

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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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Roger e.
RE
Senior Associate Technical Services
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?

I like the variety of products as well as quick delivery Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at all. Everything is fine at the monent Review collected by and hosted on G2.com.

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

Helps with health, work and comfort. Since joining forma my life has improved in those areas Review collected by and hosted on G2.com.

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

Lots of choice in the store. Lots of things I'm interested in. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The log in is cumbersome, but other companies are going to sending magic links. Review collected by and hosted on G2.com.

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

Helping me get healthy foods. Review collected by and hosted on G2.com.

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Verified User in Telecommunications
UT
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

easy to buy things for my home office great Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing bad was very easy ti use and helpful Review collected by and hosted on G2.com.

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

buying things for busisiness Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
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?

It is amazing and simple to use. Great products and services to choose from. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing! It has as simple and straight to the point as it can get. Review collected by and hosted on G2.com.

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

I've used Forma for multiple workout gifts and personal health servies. Review collected by and hosted on G2.com.

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Landon J.
LJ
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?

The ease of use is great. It helps you quickly identify your FSA spending vs. your company perks. Very intuitive. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There's nothing that I've run into that I dislike. Review collected by and hosted on G2.com.

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

Organizing corporate perks and health benefits. Review collected by and hosted on G2.com.

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Franz K.
FK
Customer and Partner Experience Lead, Western Europe HQ
Mid-Market(51-1000 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?

Very uncomplicated solutions for Claims and very fast Response/approvals Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing bad to say, the solutions works good - no negatives experienced Review collected by and hosted on G2.com.

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

Claiming Benefits that is providing from my Corporation to the employee in an intrenational environment Review collected by and hosted on G2.com.

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Shajahan A.
SA
Mid-Market(51-1000 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?

Quick response time, and the app is so simple to use.

Easy to understand and submit the claims. Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing as of now, May the web page can be made more interesting and attractive Review collected by and hosted on G2.com.

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

Claims is easy for wellness program 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 dashboard and chat features are easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Lack of phone support. We need to contact Forma through chat and then wait a day or two for a response. More phone support would be helpful. Review collected by and hosted on G2.com.

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

I can get info on benefits and account amounts easily through Forma. The menus and overall setup save time and allow me to be more productive. I can focus more on production and less on admin work. 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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Validated Reviewer
Review source: Organic
What do you like best about Forma?

The user experience of the product is pretty good. Our company has gone through several expense platforms, and Forma is the easiest / most streamlined to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The claims review process and support around it is lacking. For example, our company requires claims to be submitted monthly. I submitted a claim a week before the end of the month. It was rejected at the beginning of the next month, which pushed me outside the eligible timeframe to rectify the issue. It seems like claims need to be reviewed much faster in order to provide enough time to address any issues.

Also, if you need to contact customer support, expect to wait a few days. Every time they will "apologize for the delay due to a large volume of requests lately." Sounds like customer support is understaffed. Review collected by and hosted on G2.com.

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

We use Forma for expense reiumbursement Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
UH
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?

Filling out the form was pretty easy and uploading the document was quick. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing to dislike about the forma app. Review collected by and hosted on G2.com.

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

I had no problem wlth forma. It's a benefit my company provides. Review collected by and hosted on G2.com.

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