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Forma Products

The Flexible Benefits Platform | Product demo

Watch a 3-minute demo of The Flexible Benefits Platform in action.

4
 Min Read 
• 
3/15/23

Forma manages all types of flexible benefits. This way, employees have a simple, unified experience regardless of using a pre-tax HSA or a post-tax wellness allowance. Watch a short demo video to see how the easy and powerful benefits platform works hard so you don’t have to!

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 more!


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About Forma

Since 2017, Forma has challenged the traditional approach to employee benefits.

Forma’s flexible benefits software helps companies offer competitive benefits while reducing costs and inefficiencies, by giving employee's choices in how they spend their benefit dollars. Forma supports customizable Lifestyle Spending Accounts, Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts and Commuter programs. 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.

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