Forma.ai
6.9#2 in employee benefits support softwareAndroidiOSWeb
VisitForma.ai vs Lumity
What both publish
| Fact | Forma.ai | Lumity |
|---|---|---|
| Compliance | Forma.ai says it undergoes annual certifications and audits for SOC 1 and SOC 2 compliance. | Lumity offers compliance calendar support covering Form 5500, 1095 notices, required plan documents, SFHCSO, Medicare Part D, and nondiscrimination testing. |
| Headquarters | Toronto, Ontario, Canada | The contact page lists Lumity, Inc. at 584 Castro Street #3161, San Francisco, CA 94114. |
| Integrations | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. | Lumity says its solution works with existing payroll, HRIS, benefits administration, HSA/FSA/commuter, COBRA, and compliance processes. |
| Product | Forma.ai is AI-powered enterprise sales compensation software combining sales planning with incentive compensation. | Lumity is a digital employee benefits broker and platform that manages benefits administration, renewals, employee questions, and compliance. |
| Security | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. | Lumity describes its document hub as secure and searchable, and says Okta integration provides secure access to the enrollment platform. |
Forma.ai plans
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & Implementation—
Lumity plans
- LumityPriced on request
Pick Forma.ai if…
Forma.ai suits complex go-to-market organizations and global enterprises managing sales compensation. It may be relevant to teams that need planning, incentive administration, reporting and dispute workflows in one platform.
Pick Lumity if…
Lumity is aimed at growing companies managing employee benefits and compliance, including organizations from 1–99 employees through 500+. It may suit teams that want a benefits portal and employee-facing guidance alongside broker support.