We help benefits consultants

deliver competitive benefits

streamline administration

respond to emerging needs

reduce cost and inefficiencies

drive engagement and utilization

deliver competitive benefits

for their clients

The flexible benefits consulting toolkit

Maintain customer loyalty and respond to emerging needs with best practice guides, industry trends, benchmark data, and resources.

The flexible benefits resource hub

We’ve compiled our top resources to help you maintain customer loyalty and respond to emerging needs with best practice guides, industry trends, benchmark data, and resources.

Forma Products

Easily access information to showcase Forma and the value of a flexible benefits platform to your clients.

Go to Forma Products

ROI tools

Get the tools needed for a data-informed strategy for creating an effective benefits program.

Go to ROI tools

Optimal flexibility.
Better benefits.

Employers seamlessly define, manage, and adjust benefits anytime. Employees enjoy using LSA, HSA, FSA, HRA, Commuter, or COBRA benefits on their terms.

An exceptional experience on a global scale

Forma helps create custom, inclusive, global benefits programs that flex to fit everyone. We support 300 customers with millions of members across 110+ countries.

Member CSAT
Customer retention

Relentlessly focused on value delivered

Companies rely on you for your expertise. And, we're here to help you provide the impeccable service your clients and their employees have come to expect.

World-class support

Forma functions as an extension of your team. Whether onboarding, feature updates, hands-on support, or best practices, we strive to be your closest ally long-term.

Streamlined administration

Using our fully-managed model, we will save you and your clients time, money, and effort by taking procurement, administration, fulfillment, and compliance off your plate.

Adaptive and scalable

Employers design and customize spending accounts that can be easily adjusted at any time. Employees can choose how to spend benefit funds on what matters to them.

Global-ready day 1

Easily add a new location with localized currency and configuration. Quickly plug into the payroll system and ensure that taxation rules meet local requirements.

Seamless UI/UX

Provide a modern system with a single source to manage spending accounts. Employees use benefits on their terms with 3 ways to pay: the Forma Store, Forma Card, and claims reimbursement.

Powerful data & analytics

With an intuitive dashboard HR leaders love, create reports to gain insight into usage, engagement, and more. We’ll work with you to monitor program health and make changes that improve ROI.

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

Sheila Krueger
Head of Global Benefits

97% LSA participation among employees

Reduced time reviewing receipts by


$1 in LSA saved $6 in healthcare costs.

John Le
Director of Health and Wealth

Cut HR administration time by


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

Alex Park
Total Rewards Analyst