Forma overview brochure
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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
Go beyond the status quo with customizable spending accounts
Help companies provide comprehensive, competitive benefits programs that are flexible, scalable, and cost effective. From Lifestyle Spending Accounts to HSAs, FSAs, HRAs, COBRA, and Commuter programs, deliver the ultimate benefits experience.
Cut costs not programs.
Alleviate the pressure of rising medical renewal costs and tight budgets with a consolidated spending account program. Migrate perks, create net new, and expand programs anytime.
A long-term partner you can rely on
The stats speak for themselves. 300 customers in 110+ countries. 98% retention. 98% CSAT. And, since we own the tech, if something goes wrong - we’ll fix it!
Actionable insights to solve real problems
Get unparalleled access to the latest trends and benchmark data. As a pioneer and influencer in the emerging LSA market, Forma has the experience and knowledge to back you up.
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.
Case studies
Discover use cases from those in the market and how they’ve customized spending accounts.
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Forma Research
Use benchmark reports, best practices, and data tools to become an expert on flexible benefits.
Go to Forma Research
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ROI tools
Get the tools needed for a data-informed strategy for creating an effective benefits program.
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Compliance & standards
Utilize guidelines and requirements to ensure pre and post-tax spending accounts are compliant.
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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.
98%
Member CSAT
98%
Customer retention
75
NPS
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.
97% LSA participation among employees
Reduced time reviewing receipts by
80%
$1 in LSA saved $6 in healthcare costs.
Cut HR administration time by
4/5
Forma’s UX is great. The platform is very easy to use and navigate.
