Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 50

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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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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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Very simple and accessible solution
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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 Computer Software
UC
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?

Is very easy to use, friendly! The responses are clear and, if need further assistance, is easy to get help. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I have no complaints. Would like to keep having the great experience. Review collected by and hosted on G2.com.

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

It provides clear information regarding the Perks benefit, making it easy to use everytime. 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 is very easy to submit claims for reimbursement. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It takes a while for the payments to be paid out. I don't know if that is a function of Forma or my company. Review collected by and hosted on G2.com.

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

Quick and easy submission of claims for reimbursement. Review collected by and hosted on G2.com.

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Verified User in Consumer Electronics
UC
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is easy to use--very ergonomic and intuitive. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The phone app version doesn't work very well--it uploads duplicate photos. Review collected by and hosted on G2.com.

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

I get reimbursed for buying things. 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: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

Simplicity and ease of use - it is very easy to submit claims within seconds and get a response, usually within one business day. Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing in my experience so far with Forma. Review collected by and hosted on G2.com.

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

Forma is my tool for submitting claims for Annual wellness/benefits program that promotes employees' healthy living and sustainable practices. Review collected by and hosted on G2.com.

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Verified User in Consulting
UC
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 items variety

The reliability of receiving my reimbursement Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at all, I love everything about Forma Review collected by and hosted on G2.com.

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

Inflation hits everything hard in Africa.

Having a quarterly fun for my mental health makes it easier to afford buying new items, etc Review collected by and hosted on G2.com.

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

The service is extremely, incredibly easy to use. The service itself is quite useful. Review collected by and hosted on G2.com.

What do you dislike about Forma?

At the current moment, I could not think of any particular reason to dislike this service. Review collected by and hosted on G2.com.

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

How it's an All-in-One, one-stop shop. 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?

Clear GUI. Easy to see. Quick feedback!! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing really. Perhaps easy to see next month what you have left if you overspent the previous one. Review collected by and hosted on G2.com.

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

The usually quite administrative task of doing admin work. Review collected by and hosted on G2.com.

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Verified User in Automotive
UA
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Forma?

Easy to use. Easy to submit claim. Wide range of claim topics Review collected by and hosted on G2.com.

What do you dislike about Forma?

No days, everything needs verified - which sucks up all of our time! Review collected by and hosted on G2.com.

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

More cash in my account! 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
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Workflow to submit a clam is simple and straitforward. The analysis is also quick and simple. The different benefits are organized and explained well so I can know easily what is eligible. Review collected by and hosted on G2.com.

What do you dislike about Forma?

The store is not super usefull, specially in my country. Review collected by and hosted on G2.com.

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

Easy way to claim benefits. 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
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

User-friendly, available in mobile and pc, loads fast. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Does not have an app I can access right away. Review collected by and hosted on G2.com.

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

Reimbursing mental health expenses. Review collected by and hosted on G2.com.

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