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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Empower your employees by allowing them to select benefits that truly matter to them. With a user-friendly platform that members adore, the heavy lifting is taken care of, ensuring convenience without any out-of-pocket costs. Provide tailored, high-quality benefits that reflect the core values of your organization. This single platform caters to both pre and post-tax spending accounts while keeping you informed about budget allocation, usage statistics, and claims processing. Historically, many well-meaning companies have complicated their benefits offerings, causing confusion and a lack of appreciation among employees; Forma has crafted a superior solution. Enhance your benefits packages to be as appealing as possible while maximizing your budget efficiency. Say goodbye to the stress of managing multiple vendors and the time it consumes. Enjoy unparalleled flexibility, allowing employees to choose benefits that resonate with them personally. Foster customer loyalty while staying adaptable to evolving best practices. Forma is dedicated to developing customizable, inclusive, and globally applicable benefits programs that meet the diverse needs of every employee, making the workplace a more engaging and supportive environment.

Description

Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

Workterra BenAdmin charges a PEPM rate, as well as an upfront implementation fee. Most of our admin services are also billed on PEPM or PPPM basis.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Forma

Country

United States

Website

www.joinforma.com

Vendor Details

Company Name

Workterra

Founded

1987

Country

United States

Website

www.workterra.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management Yes 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts Yes 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing Yes 
Provider Management No 
Retiree Administration Yes 
Retirement Plan Management No 

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

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