Forma Products

Forma: The Flexible Benefits Platform | Product demos

Watch two short demos to see how Forma works for both employees and employers. Experience an intuitive user experience and admin dashboard.

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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 two short 4-minute demos to see Forma in action and why the flexible benefits platform has taken the #1 spot in G2's Benefits Support category grid report.

These videos provide 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.