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Forma Reviews & Product Details

Forma Product Details

Value at a Glance

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Perceived Cost

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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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Forma Reviews (699)

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Reviews

Forma Reviews (699)

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4.9
699 reviews

Pros & Cons

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JD
Software Engineer
Enterprise (> 1000 emp.)
"Simple Intuitive and does the job"
What do you like best about Forma?

The best part about forma is the UI. Its clean, minimalist and easy to navigate. There are no ads, just plain UI and does the job very well every time. Also, the speed of claims processing is actually very good as compared to other benefits solutions. Review collected by and hosted on G2.com.

What do you dislike about Forma?

One thing which I would like them to introduce would be to just integrate some AI which would help answer queries about the eligibility of product whether it would get approved or not as per my company policies Review collected by and hosted on G2.com.

Zyon P.
ZP
C
Enterprise (> 1000 emp.)
"Convenient"
What do you like best about Forma?

I like that it allows me to process claims and make qualifying purchases with any claims approved. It gets back to me very quickly if the claim is either approved or denied. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I do not like that you when you want to cash out earnings to a bank account in Forma it is kind of confusing for someone just now starting to use it. Basically you either have to spend the funds for the claim on one of the items in the store on Forma or you have to make additional purchases then cash out the earnings by that of a qualifying reimbursement. There should be a way users can streamline the earnings they have from claims directly to their own pay accounts. Review collected by and hosted on G2.com.

Hiram B.
HB
Account Executive
Mid-Market (51-1000 emp.)
"Using Forma for 2 and a half years of being employed at Thumbtack."
What do you like best about Forma?

I enjoy the use of the refund to use towards a ski pass that I have taken advantage of for 2 yrs in a row, and also to refund gym memberships or anything on the list is amazing.

I loved how the benefit that Thumbtack provides through your platform, helps me get refunded on Thumbtack dollars, if I hire a professional through their app,

I love how I don't have to spend any of my money to use the Bucket Thumbtack Support Wallet towards a work from home item through your shop or a refund on a ski pass or gym membership the benefits are amazing. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I dislike that Thumbtack lowered the Thumbtack report work support Wallet to $1000.00 benefit, because I used all of it for my ski pass every year, and now it's lower I have to pay more out of pocket, but that's not Forma's fault. What I do dislike is getting denied claims on my Thumbtack dollars, it has to be specific way submitted or I don't get the refund, I think with conversation history and receipt should be enough to approve someone on their claim for Thumbtack dollars. Which is not, I am asked for the dates specifically to show in the conversation history between me as a customer and talking to a professional which, a lot of the time Thumbtack's app doesn't have that detail, and the receipt is not enough of the Job done, which gets my claim denied. Review collected by and hosted on G2.com.

Hasib I.
HI
Success Manager
Enterprise (> 1000 emp.)
"Forma is great at following through with their Claims and the process is seamless"
What do you like best about Forma?

Forma's service is truly exceptional, consistently going above and beyond to ensure a seamless and positive experience. The entire process, from start to finish, is incredibly smooth, and their claims are processed quickly with clear, helpful explanations. I am thoroughly impressed and highly recommend Forma to anyone seeking outstanding service.

What truly sets Forma apart is their commitment to efficiency and transparency. They've clearly designed their system with the user in mind, making what can often be a complex process remarkably simple and stress-free. This level of support and ease of use makes them an invaluable partner. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There isn't anything I don't like about forma but sometimes the claims that get denied are things that were accepted before Review collected by and hosted on G2.com.

Brandon C.
BC
Senior Treasury Manager
Enterprise (> 1000 emp.)
"Ease of use"
What do you like best about Forma?

Submitting a claim online for reimbursement was surprisingly simple and efficient. The portal was user-friendly, with clear instructions and step-by-step guidance throughout the process. Uploading receipts was straightforward, and I appreciated that the system accepted multiple file formats without issue. The ability to track the claim status gave me peace of mind, and I received confirmation almost immediately after submission. compared to traditional paper-based methods, the online process saved me time and hassle. Overall, it was a smooth experience that made managing expense reimbursement quick and stress-free. Review collected by and hosted on G2.com.

What do you dislike about Forma?

I did not experience any downsides to submitting a claim for reimbursement. Review collected by and hosted on G2.com.

Verified User in Semiconductors
US
Enterprise (> 1000 emp.)
"Great Program!!"
What do you like best about Forma?

For me, it inspired me to rethink my fitness goals and how I was going to meet them. The website itself is easy to navigate and most of all, very easy to submit claims for reimbursement. Lately, I find myself using it quite often just to look up benefits that I can take advantage of. Review collected by and hosted on G2.com.

What do you dislike about Forma?

LOL...my old phone. I used to access Forma with my work phone. However recently, when I attempted to access the app, it would not allow me to do so. I finally realized that my old phone was "outdated" for the app. Review collected by and hosted on G2.com.

Airam L.
AL
Content Specialist, Brand & Content
Enterprise (> 1000 emp.)
"If you want to offer wellness benefits to your employees, FORMA is fantastic"
What do you like best about Forma?

It is so intuitive, so easy to fill, the replies come super fast! Review collected by and hosted on G2.com.

What do you dislike about Forma?

Honestly, I've been using it for over a year, multiple times, and not once I have had any issues submitting a claim. Is so easy to use, it's such a great benefit and Forma makes it so easy to actually enjoy the benefit. It is fully integrated to out Google workspace. Review collected by and hosted on G2.com.

"Easy to Use with Real-Time Access"
What do you like best about Forma?

I love how easy and convenient the platform is to use. I appreciate how straightforward it is to set up, allowing me to access work benefits seamlessly. The ability to see the balance and transactions of my work benefits effortlessly is incredibly valuable. The real-time access to transactions enhances the accessibility of Forma, making it a platform I’d consider purchasing again. Overall, everything is perfect so far. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing so far Review collected by and hosted on G2.com.

CC
Equipment Engineer
Enterprise (> 1000 emp.)
"Quick and Easy way to file your wellness claims"
What do you like best about Forma?

I like that it is easy to file a claim by attaching the receipts and also easy to follow up with the approval process Review collected by and hosted on G2.com.

What do you dislike about Forma?

Finding the website at work. It always takes me time to find it in my email, but once I find it, it is okay. Review collected by and hosted on G2.com.

CK
Account Exec
Enterprise (> 1000 emp.)
"Great Freebies and Helpful Items, But Inventory Can Be Limited"
What do you like best about Forma?

The freebies! They are limited but it does have items that help like vitamins! Review collected by and hosted on G2.com.

What do you dislike about Forma?

The limited amount of inventory at times. Review collected by and hosted on G2.com.

Pricing

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Forma Features
Benefits Record Management
Self-Service Portal
Benefits Record Management
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Interoperability
Performance
Enrollment Planning
Dashboard
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Regulatory Compliance
Third-Party Carrier Integration
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