Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 52

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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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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?

Very easy and practical tool. Excelent user experience. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I really have nothing that I dislike. N/A Review collected by and hosted on G2.com.

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

Forma provides a very easy and fast tool for me to participate in the company's perks 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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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma claims are approved on weekends also, UI is so good. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing at the moment. Everything seems good for now. Review collected by and hosted on G2.com.

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

Forma is used to submit claims for flexbenefits 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?

How many different lifestyle products are available. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing to dislike. There ar so many options for all employees. Review collected by and hosted on G2.com.

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

Helping employees save time in a one stop shop. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Small-Business(50 or fewer 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?

User-friendly prompts and intuitive navigation aids in submitting requests. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Sometimes takes a little longer to find the right category that fits your receipt of purchase. Review collected by and hosted on G2.com.

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

It allows us avenues to take care of our wellbeing from health to unexpected expenses via a company stiphon. Review collected by and hosted on G2.com.

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Verified User in Health, Wellness and Fitness
UH
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?

I love using Forma! They give you the ability to get a physical card in the mail so you can use your Forma benefits in store! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing! Forma has been super easy to use and navigate! Review collected by and hosted on G2.com.

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

Able to easily use my employee benefits Review collected by and hosted on G2.com.

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

Easy claim processing. Requires significantly less effort to understand the app. Review collected by and hosted on G2.com.

What do you dislike about Forma?

None at this point. None at this point. None at this point. Review collected by and hosted on G2.com.

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

Help improve the lifestyle of employees at my company 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?

Easy to use, user-friendly navigation, payments processed quickly. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing! I have no complaints and find Forma meets my needs. Review collected by and hosted on G2.com.

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

Forma helps me submit my travel and commute expenses with ease. Review collected by and hosted on G2.com.

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Verified User in Health, Wellness and Fitness
UH
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?

Very quick processing of claims, easy communication with the customer service team, they are very client oriented

Forma card is very handy to use. Review collected by and hosted on G2.com.

What do you dislike about Forma?

More products and services to be included under health benefits. Review collected by and hosted on G2.com.

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

Helping corporate business provide easily manageable health benefits for their employees Review collected by and hosted on G2.com.

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Nicole S.
NS
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Forma?

This has been the easiest way for me to submit claims for wellness and WFH benefits. I also love browsing and making purchases on their online marketplace! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing I dislike. My experience has been very positive. Review collected by and hosted on G2.com.

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

Previously, it was more complicated to submit a claim and get reimbursed. Now it's much more user-friendly and quick. The reimbursement process is now very effortless! 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?

Ease of use, used my smartphone and finshed the entire process in 2 minutes Review collected by and hosted on G2.com.

What do you dislike about Forma?

Too many categories, i had hard time understanding what was eligible Review collected by and hosted on G2.com.

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

Getting money back for my wellbeing expenses Review collected by and hosted on G2.com.

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