Forma: The Flexible Benefits Platform | Product demo

Watch a short demo to see how Forma works and how to use the 3 payment methods: The Forma Card, claim submission, and The Forma Store.

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Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving choices in how employees spend their benefit allowances. Using Forma, select Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, and Flexible Spending Accounts to customize your program. Employees have three choices to spend funds: The Forma Store with discounted products/services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.

Watch a demo to see Forma in action and why the flexible benefits platform has taken the #1 spot in G2's Benefits Support category grid report.

This video provides an overview of:

  • The personalized home page,
  • Customizable accounts,
  • How to use the three payment methods: The Forma Store, The Forma card, and claim reimbursement,
  • Direct deposit,
  • Transparent claim status,
  • Dedicated member support,
  • And the admin dashboard.