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Flexible benefits that
employees rave about
make every dollar count
ease administration
are global and equitable
adapt to every individual
help us live our best lives
employees rave about

Customizable spending accounts. Better benefits.

Give employees the ability to choose benefits that are meaningful to them.
The platform does the hard work for you with a consumer-grade UI members love.

Flexible Benefits Suite

Your one place for pre and post-tax spending accounts

Forma Store

Offer employees personalized, premium-sourced benefits that align with company values.

Forma Card

Provide employees convenience with no out-of-pocket expenses.

Claims Administration

You set the rules. Forma takes care of the rest.

Dashboard & Reporting

Stay up to date on everything including budget, usage, and claims approvals.

Flexible Benefits Suite

Your one place for pre and post-tax spending accounts

Forma Store

Offer employees personalized, premium-sourced benefits that align with company values.

Forma Card

Provide employees convenience with no out-of-pocket expenses.

Claims Administration

You set the rules. Forma takes care of the rest.

Dashboard & reporting

Stay up to date on everything including budget, usage, and claims approvals.

Why switch to customizable spending accounts?

For years, well-intentioned orgs have added more benefits and perks only to find they're too complex and employees don't value them. Forma designed a better way.

Companies

Offer the most attractive benefits packages possible while optimizing spend.

Benefits Professionals

Eliminate countless hours (and headaches) managing multiple vendors.

Employees

Get unmatched flexibility to choose benefits meaningful to them.

Brokers

Maintain customer loyalty and adapt to emerging best practices.

Flexible benefits for today’s workforce

Forma helps create customizable, inclusive, and global benefits programs that fit every employee. That's why our member satisfaction is unmatched.

85%
Annual utilization

Percentage of users accessing benefits annually

+53%
Perceived value

For every $1 put in a flexible benefit
Learn more

98%
Member CSAT

5-year, aggregate customer satisfaction score

Life Benefits Platform™
We do the work for you!

Forma is an easy and powerful benefits platform that works hard so benefits leaders can focus on being strategic, inclusive, and competitive.

1. Quickly design and customize account types

Forma will help you define spending account types, eligibility, and whether they’re recurring, single-use, or tied to special milestones. Configuration is easy and you can adapt at any time.

2. Employees choose what works for them

Employees work within your guidelines for truly personalized benefits. They can pay in the discounted Forma Store, with our Forma Card, or through our world-class claims reimbursement process.

3. Forma takes care of the rest

Crazy-fast claims processing, member support, vendor relationships, compliance, security, analytics, and benchmarking . . . we take care of it all! So you can take a break and enjoy your new hero status.

Giving your employees the power to choose where they want to invest their benefit dollars is very powerful.

Brad Kempf
Head of Global Benefits

Saved

500k

in 6 months by replacing expense ticketing system ($8/claim)

This benefit provides that equitable, inclusive option for all employees, all generations. It covers everybody.

Wendy Hadley
Director, Global Benefits and Wellness Programs

Cut HR administration time by

4/5

Forma’s UX is great. The platform is very easy to use and navigate.

Alex Park
Total Rewards Analyst
97%

LSA participation among employees

I can’t emphasize enough the flexibility of Forma. The administration is just practically zero.

Sheila Krueger
Head of Global Benefits

Reduced time reviewing receipts by

80%

We worked closely with Forma to ensure our implementation reflected country-by-country nuances; the implementation was seamless.

John Le
Director of Health and Wealth

Reduced employee call volume by

20x

The administrative burden is zero.

Heather Escobedo
Senior Director of People Operations

Ranked Forma their

#1

benefit offering

We’ve always had a strong benefits program in the US and now can bring that to a global level.

Wendy Hadley
Director, Global Benefits and Wellness Programs

Leveraged the LSA model to direct employees to choose enrollment in their HMO medical plan.

This is a wellness product that fits all our team members’ needs, regardless of preferences, goals, or work location.

Kachina Heil
Director of HR

Forma gives us the ability to provide flexible perks to meet the needs of our diverse and distributed workforce.

Maggie Fitzgerald
Benefits Manager

Eliminated burdens of manual claims via manual ticketing systems.

Reduced employee inquiries by

1/2

$1 in LSA saved $6 in healthcare costs.

John Le
Director of Health and Wealth

Reduced admin time from 128 hrs/month to just

15 min

From the administration side, it’s super-intuitive. If we need to make any changes, it’s really simple.

Taylor Thompson
HR Generalist
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