Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 49

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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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Rishul M.
RM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The UI. Its so simple to do things. The software doesn't get in my way. Its very intuitive to use it. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It should send me reminders of my unused benefits. Review collected by and hosted on G2.com.

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

It helps me track my spends and then claim them. 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?

The guidelines help me figure out what I can and can't purchase to have refunded by Forma. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I wish that I had more freedoms to choose things that I believe qualify under the given categories. Review collected by and hosted on G2.com.

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

Allowing me to purchase things that benefit me professionally and personally to maintain better wellness. Review collected by and hosted on G2.com.

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

fast, and efficient. No friction on the process and very responsive. Review collected by and hosted on G2.com.

What do you dislike about Forma?

When I made a mistake on the docs to upload, something not related to Forma but to the speed of routine. Review collected by and hosted on G2.com.

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

Is boosting our lgoistics and performance well been in allignment with company benefits Review collected by and hosted on G2.com.

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SJ
Small-Business(50 or fewer 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?

Gives you an incentive to workout with clothing and equipment. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Honestly maybe if they increase their budget higher. Review collected by and hosted on G2.com.

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

Giving me half back on my purchases. Review collected by and hosted on G2.com.

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

The simplicity of submitting a claim on the website Review collected by and hosted on G2.com.

What do you dislike about Forma?

Everything is working well, i am satisfied with the website Review collected by and hosted on G2.com.

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

It is solving the use of a home office Review collected by and hosted on G2.com.

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

Easy to use, clear steps and instructions Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing so far, very friendly and good records Review collected by and hosted on G2.com.

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

Acess to submit expenses Review collected by and hosted on G2.com.

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

Forma reimburses you for almost any purchase Review collected by and hosted on G2.com.

What do you dislike about Forma?

I haven't found anything not to like about Forma. Review collected by and hosted on G2.com.

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

Employee satisfaction Review collected by and hosted on G2.com.

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Helpful?
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RS
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma might very well be my favourite corporate benefit. It allows me to use a fund my way, and claiming the expense is super easy and fast! Review collected by and hosted on G2.com.

What do you dislike about Forma?

no downsides. I like everything about it. Review collected by and hosted on G2.com.

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

It helps me get access to services that contin=bute to my well being. Review collected by and hosted on G2.com.

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Helpful?
Share
Admin Approval Link
Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

It is easy to claim request Forma. UI is simple and they are answering fast. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I do not have anything I would like to change. Review collected by and hosted on G2.com.

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

Forma is easy platform to cliam Wellness and Back up care giver for our company. Review collected by and hosted on G2.com.

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Helpful?
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Lynn G.
LG
Principal Product Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I can upload from my mobile app very easily! Review collected by and hosted on G2.com.

What do you dislike about Forma?

NOTHING! This is a great app! Easy to add photos or files for the claim! Review collected by and hosted on G2.com.

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

My organization provides flexible benefits for expenses like fitness apps and pet insurance. I love the flexibility to choose the expenses that are meaningful to me. Review collected by and hosted on G2.com.

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