The Flexible Benefits RFP Toolkit
Your guide to evaluating solutions for Lifestyle Spending Accounts, HSAs, FSAs, Pre-tax Commuter Accounts, HRAs, and COBRA offerings
How to simplify your flexible benefits RFP and evaluation process
RFPs can be a pain – but they don’t have to be.
Our flexible benefits RFP toolkit is designed to help you ease the process of evaluating vendors and solutions for your flexible benefits landscape. This actionable toolkit includes guidance on how to simplify your RFPs in a way that will get you the best, most honest responses from vendors.
Inside the toolkit you’ll find:
- A spending accounts platform evaluation guide
- BONUS: spreadsheet with the top questions to include in your next RFP
Download the toolkit today and bookmark these resources for your next flexible benefits RFP.
What you’ll find in our flexible benefits RFP toolkit
Three ways these actionable resources will take pressure off your next LSA, FSA, HSA, HRA, or COBRA evaluation process.
Set up an RFP process that gets you to the right solution faster
Use our actionable resources to simplify your vendor evaluations
Ask the questions that will make your decision process easier
Why benefits leaders trust Forma
Our customers have been through the process before. See what they have to say.
"We are shifting our benefits language to be more focused on wellbeing and health... We worked closely with the vendor to ensure our implementation reflected country-by-country nuances; as a result, the implementation was fairly seamless."
"We are an employer who strongly believes in high-tech, high-touch solutions and strong customer service. We needed the ability to design our own programs, including payroll integration. And that's where Forma was the clear winner."
"With Forma, my administrative work went down to zero. It not only takes administrative work off of me, it takes administrative work off of our finance team, too. It's a win-win for two teams vs. just one."
Want to learn more about flexible benefits and spending accounts?
Talk with a Forma expert today to understand how employees, benefits professionals, and employers can get more value from a flexible approach to benefits.
