Forma Reviews & Product Details

The customer service has been great — whenever I have needed a claim approved or had a question about whether or not something was included in my benefits, their agents quickly got back to me. They are also very flexible in approving various services to meet the needs of myself and my colleagues. Reaching out to customer support is also very easy. Review collected by and hosted on G2.com.

I find it can be a little bit confusing and overwhelming to figure out what's covered and what isn't. I've had questions about how to code my claims. Review collected by and hosted on G2.com.

What I like most about Forma is the flexibility it gives employees while still keeping administration straightforward. The platform lets us offer a broad range of wellness and lifestyle benefits without introducing unnecessary complexity, and the user experience makes it easy for employees to understand their options and actually engage with their benefits. From an admin perspective, the visibility into the program and the support we receive make it much easier to manage everything day to day and to advocate for employees when questions come up. Review collected by and hosted on G2.com.

One challenge I’ve experienced with Forma is the quick turnaround required for certain requests or changes. At times, this makes it difficult to fully evaluate the potential impacts or coordinate internally before implementation. While I do appreciate the team’s responsiveness, having a bit more lead time in some situations. It would help administrators better support employees and ensure a smoother overall execution. Review collected by and hosted on G2.com.

Forma is our latest platform for expensing our Perks+ fitness and mental health benefits and by far it's my favorite. It is very easy to use and the response time from the representatives are very quick. I have had expenses approved on the same day. Furthermore, if they need more information to move forward with the approval they send detailed instructions. Review collected by and hosted on G2.com.

It's a great system and very easy to use. The only area of improvement is providing more detailed sub-categories so you can easily select what you are trying to reimburse. Review collected by and hosted on G2.com.

their service is very good, every time when I have some questions, I can get quickly response from them. Review collected by and hosted on G2.com.

It would be great if this gift card could be used at more merchants. There are times when I want to use it, but the stores I visit don’t accept it. Review collected by and hosted on G2.com.

I like that there are tons of options and especially so many categories that you can choose from to buy different items. You can get equipment, apps, programs like nutrition help, memberships, and all kinds of different things that will help boost your health in ways that I just wouldn't think about otherwise. This variety gives more impact on my health. It lets me not just get a bunch of weights for exercise, but also offers options like scales for tracking weight and apps to track sleep because that's also part of health. It really expands the possibilities of the different ways that I can improve my health. Review collected by and hosted on G2.com.

I didn't really like how things were reimbursed or restricted. I felt like the reimbursement process was really clunky unless you are strictly buying from the Forma store, which is kinda limiting because you buy something thinking that you can get reimbursed for it with Forma, and then they reject it. That's kind of frustrating. I also had an experience where my company's contract/list of approved items specifically listed that you could buy clothing or other items for your dependents, but when I tried to get athletic clothing for my child, they rejected it. I still don't understand why when it was in our contract. Review collected by and hosted on G2.com.

I really appreciate the benefits that Forma provides, which allow me to claim on a wide range of things related to day-to-day life and work, like gym equipment and tech gadgets. I even made a significant purchase, a portable hoover, that has improved my quality of life. The ease of use is fantastic, making the claiming process really straightforward. I've always found everything I want to claim is available, which makes it a wonderful benefit. The support team is very friendly and helpful, guiding my decisions when I'm unsure about claims. The app is easy to access, and the online help is clear, which makes using it enjoyable. Additionally, the onboarding experience was super straightforward, making it a breeze to get started with Forma. Review collected by and hosted on G2.com.

I'd like to see more examples of what could be claimed on under the current care categories. Just because that would save me having to write into support. Review collected by and hosted on G2.com.

I use Forma to redeem remote-working items and for wellness services like massages and workout classes. I find Forma's redeeming system easy to use, which makes product searches simple. If I don’t find something in the online store, it’s easy to submit a claim through the site. I like the user experience, interface design, and the straightforward search categories. The product selections provided when looking for items are also a plus. I appreciate the simple, easy-to-navigate categories and the appealing color palette. Setting up Forma was very easy, and I’d definitely recommend it to others. Review collected by and hosted on G2.com.

Maybe making it clear if you can return a product or not. I am not sure if you can, or what the constraints for that is. Review collected by and hosted on G2.com.

Forma is very easy to use and has integrated AI that scans most of the information from bills when uploaded, making the process really convenient by automating most of it. I find it very user-friendly. Forma's customer support is also exceptional, always going above and beyond to help out the customers upon reaching out to them. Additionally, the initial setup was really easy, just a simple registration with email confirmation and I was ready to go. Review collected by and hosted on G2.com.

There could be more clarity provided related to employer program policy as there is a lot of ambiguity in terms of what all is exactly covered under the employer's policy. Forma should work together with employers to figure this out and provide better, more specific examples. Review collected by and hosted on G2.com.

I like Forma because it makes it easy for me to see what qualifies for my monthly stipend, simplifying the purchasing process without needing receipts for reimbursement. I appreciate the array of different prizes available on Forma, which fit into my life well. I find it particularly valuable that if I can't afford a purchase, Forma can automatically handle it the next month with the stipend, so I don't have to worry about it. Additionally, the setup was very easy, streamlined, and straightforward, and I have no complaints. Review collected by and hosted on G2.com.

I'd say it was pretty hard for me to find clearcut information about what would be approved and what wouldn't be approved, so maybe streamlining the process of that would be very helpful for me and other people in the future. Review collected by and hosted on G2.com.

What I like most about Forma is the simplicity and transparency it brings to reimbursements. The interface is easy to understand even as a new user, and submitting claims doesn't feel complicated or time-consuming. I can clearly see available budgets, past claims, and approval status all in one place, which removes a lot of guesswork. Uploading a receipt is straightforward, and the structured approval flow feels less messy. We also have a mobile application that lets us upload receipts on the go, which is great for quickly uploading them. We don't have to maintain our own tracker or follow up repeatedly, reducing the risk of missing out on reimbursable transactions. Overall, using company benefits feels smooth and predictable instead of stressful. It also helps us forecast our plans based on the available budget. Review collected by and hosted on G2.com.

One area where Forma could improve is around the clarity and speed of the approval process. At times, it is not clear why a submission is delayed or if additional information is needed, which can lead to waiting without much context. Submitting a claim could result in it being rejected, while for another user, it might get approved, suggesting an ambiguous area that involves guesswork about whether an expense will be covered or not. Sending an email to get confirmation is an option, but having some form of metric to check against would be better. Additionally, the mobile app is not enabled for all organizations, so some cannot utilize this benefit. Review collected by and hosted on G2.com.