Get answers faster when using Forma's messenger feature

As an admin, you may hear from employees who need help with a claim, their Forma Card, or another account question. To help your employees get answers more quickly, we’ve put together a few tips for getting the most out of Forma messenger feature.

Share These Tips with Your Employees

A few simple steps can make it easier for your employees to get the help they need:

1. Ask a specific question about what they’re trying to accomplish.
2. Provide relevant details, such as dates, claim information, or account details.
3. Mention what they’ve already tried so Support doesn’t repeat steps.
4. Make sure they’re logged in when asking about their Forma account.
5. Connect with Forma Support if they need additional assistance.

Help your employees get answers faster

Consider sharing this guide with your employees so they know how to get the most out of Forma Support. A little more information upfront can help turn a lengthy back-and-forth into a much smoother support experience.