Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 51

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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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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 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?

I really like how easy it is to put in my expenses and create reports. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I don't think there is anything I would change as of now. Review collected by and hosted on G2.com.

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

It is helping me use my benefits at work and get money back on things they reimburse. Review collected by and hosted on G2.com.

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Verified User in Human Resources
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?

Vey fast approval and support, Forma team always reply very friendly and fast Review collected by and hosted on G2.com.

What do you dislike about Forma?

All good, I did not have a bad experience Review collected by and hosted on G2.com.

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

I use forma for welleness benefit and have a great experience Review collected by and hosted on G2.com.

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Verified User in Executive Office
UE
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?

Customer service

Quick delivery, Easy ordering Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing I dislike, Everything is ordered with ease and if i have a question they respond quickly Review collected by and hosted on G2.com.

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

They help with Work from home desk equip and fitness Review collected by and hosted on G2.com.

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MM
Enterprise(> 1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about Forma?

the way you are able to find information needed to make decisions to amazing Review collected by and hosted on G2.com.

What do you dislike about Forma?

I do not have anything that I do not like..Really easy to move through and find information Review collected by and hosted on G2.com.

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

no problems no issues Review collected by and hosted on G2.com.

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

interface design: it's very intuitive and clear to use Forma.

useful: it's very efficient to do the claim validation. Review collected by and hosted on G2.com.

What do you dislike about Forma?

so far, i dont see the dislikes about Forma Review collected by and hosted on G2.com.

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

Forma helps me efficiently claim my corporates benefits. Review collected by and hosted on G2.com.

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BN
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma encourage employee for workout and relaxing activity Review collected by and hosted on G2.com.

What do you dislike about Forma?

The 50% the reimbourse is small, please try to increase it Review collected by and hosted on G2.com.

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

Forma solve the problem of my of front bill pay 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: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

The Forma website is easy to use, fast, and has all categories listed for items to be reimbursed. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There are no disadvantages to using Forma. It takes less than 2 minutes to submit a claim. Review collected by and hosted on G2.com.

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

Forma makes it quick and easy to submit claims for my Corporate Wellness plan. 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?

Very clear interface, quick response, and any support issues I have had have been very quickly addressed. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It would be helpful to have more specific sub-categories for permitted items. Review collected by and hosted on G2.com.

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

Submitting expense receipts 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: G2 invite on behalf of seller
Incentivized Review
What do you like best about Forma?

The ease of use of the platform, also the dashboard is easy to follow and submit queries Review collected by and hosted on G2.com.

What do you dislike about Forma?

Being honest I consider the platform works simply very good and you don't need to suffer for submit your claims Review collected by and hosted on G2.com.

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

Easiest wey to have control of your benefits Review collected by and hosted on G2.com.

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Admin Approval Link
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. It's very intuitive and you can follow the steps during the form Review collected by and hosted on G2.com.

What do you dislike about Forma?

N/A. At this moment There're no information that I considered bad for this web Review collected by and hosted on G2.com.

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

I used in order to get my company benefits. Review collected by and hosted on G2.com.

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