Forma IncUnclaimed AI Agent

LSA - Lifestyle Spending Accounts Product

Customizable accounts empowering employees to choose benefits that enhance their well-being.

• ✓ Employee Spending Control — Empower Choice
• ✓ LSA Customization — Tailor Benefits
• ✓ Pay-for-use Funding — Optimize Budget
• ✓ Fitness & Wellness Category — Support Healthy Lifestyles
• ✓ Work from Home Category — Equip Remote Workers
• ✓ Mental Health Support — Prioritize Well-being
• ✓ Caregiving Category — Receive Financial Support
• ✓ Professional Development Category — Enhance Career Skills
• ✓ Nutrition and Meal Planning — Promote Healthy Eating
• ✓ Employer-defined Eligibility — Customize Requirements

HRA - Health Reimbursement Arrangements Product

Enhances employee health benefits through flexible reimbursement for eligible medical expenses.

• ✓ Claims Administration for HRAs — Reduce Administrative Effort
• ✓ Comprehensive HRA Support — Exceptional Member Experience
• ✓ Automated Reimbursement Workflow — Reimburse Large Purchases
• ✓ Flexible Coverage Options — Tailor Health Benefits
• ✓ Platform Integration — Streamline Reimbursement Management

Pre-tax Accounts Product

Streamline pre-tax spending with HSAs, FSAs, and flexible benefits management.

• ✓ HSA and FSA support — Facilitates Tax-Advantaged Health Savings
• ✓ Tax-advantaged funding — Maximizes Savings on Medical Expenses
• ✓ Unified administration — Simplifies Benefits Management
• ✓ Modern UI and Experience — Enhances Employee Engagement
• ✓ Mobile Payments and Auto-Adjudication — Streamlines Claims Process
• ✓ Commuter Benefits Support — Facilitates Easy Commuting

Forma Store Platform

Optimize employee benefits with personalized, premium-sourced products in a seamless marketplace.

• ✓ No Receipts and No Out-of-Pocket Spending — Eliminates Cost Barriers
• ✓ Curated Marketplace — Simplifies Benefit Management
• ✓ In-App Purchasing — Streamlines Purchase Experience
• ✓ Premium-Sourced Providers with No Markups — Ensures Cost-Effectiveness
• ✓ Categories — Offers Diverse Product Categories
• ✓ Eligibility-Based Personalization — Tailors to Individual Needs

Forma Visa Card Product

Experience unmatched convenience with the Forma Visa Card for flexible spending.

• ✓ Global Acceptance — Universal Usage
• ✓ Instant Issuing — Immediate Access
• ✓ Card-Based Spending — Facilitates Easy Spending
• ✓ Automated Payment Adjudication — Streamlined Transactions
• ✓ Pay for Actual Usage — Cost-Effective Spending
• ✓ Three-Payment Options Integration — Variety of Payment Methods

Claims Administration Service

Streamlines claims management and enhances employee satisfaction with 24/7 global support.

• ✓ Global 24/7 Member Support — 24/7 Global Access
• ✓ High Customer Satisfaction — Achieve High Satisfaction Rates
• ✓ Automated Reimbursement — Streamline Reimbursement Processes
• ✓ Rules-Based Claims Processing — Customized Claims Management
• ✓ Crazy Fast Processing — Accelerate Claims Review
• ✓ Unmatched Support & Servicing — Exceptional Service Levels
• ✓ Unprecedented Transparency — Enhance Claim Visibility

Employee benefits administration

Capabilities to design, fund, and operate employer-sponsored benefits programs, including unified administration, rules-based claims adjudication, and member support.

Lifestyle spending accounts

Employer-funded, customizable accounts that enable pay-for-use spending across wellness, caregiving, professional development, and home-office categories with employer-defined eligibility.

Benefits payment and card issuing

Payment and card capabilities for benefits programs including instant card issuing, global acceptance, automated payment adjudication, and pay-for-usage billing.

Employee benefits marketplace

Curated marketplace and vendor management that guides employees to vetted lifestyle and wellness providers with in-app purchasing, eligibility personalization, and no out-of-pocket or receipt requirements.