The Immix Group - Our Approach

Ongoing Service & Plan Management


immix group approach

In designing a comprehensive benefits program for our clients, we ensure the needs of the employees are met, while also considering the necessity for the employer to contain the cost of the plan. We believe it’s essential to ensure benefits are competitive within your industry, are effective in recruiting and retaining great employees, and that they assist in supporting the overall wellbeing of the team.

We have a simple, but thorough, process to ensure the right program for you is created, implemented, and managed. And, because we know a benefits program must be dynamic, our process includes thorough reviews and updating to remain competitive in our changing benefits landscape.

Immix Group’s 7 Step Process

  • 1

    Meet and Get to Know You

    We need to know a lot about you, your company, your employees and your objectives ...

    We need to know a lot about you, your company, your employees and your objectives before we can effectively assess your current plan or make recommendations for an employee benefits program. We want to understand your organization’s culture and values, and the philosophy you bring to your benefits strategy.

    This means we need to ask questions and gather information in order to get to know you. We need to fully understand where you are at, and where you want to be.

  • 2

    Assess Your Current Situation

    When it comes to assessing your program requirements, we take pride in a detailed, thorough approach that involves ...

    When it comes to assessing your program requirements, we take pride in a detailed, thorough approach that involves analyzing and examining every aspect of your program, and how it fits with the goals of your company.

    In addition to your plan design, every element is considered, in particular, your claims history, fees, benchmarking and the financial structure and viability of the plan. With a firm understanding of the intricacies of your situation, we will present options.

  • 3

    Review Options and Recommendations

    Based on our meetings and our detailed assessment, we will present you with recommendations which consider ...

    Based on our meetings and our detailed assessment, we will present you with recommendations which consider all the relevant factors: group demographics, industry classification, objectives and company philosophy, and additionally, how the program is benchmarked.

    Our recommendations always integrate the latest in industry programs and technology, with a focus on optimizing the member experience. We will discuss the various options with you and determine the plan that best meets your overall goals and objectives.

  • 4

    Determine Our Strategy

    Once the desired outcomes have been identified, we will determine a strategy that identifies ...

    Once the desired outcomes have been identified, we will determine a strategy that identifies the exact steps required to implement or update your desired group benefits or group savings program . Because it’s essential to us that every detail is considered and the onboarding process goes smoothly, our strategy will include determining the most effective way to communicate with and onboard your team.

  • 5

    Implementation of New
    or Adapted Plan

    On your behalf, we will work with the chosen carriers to determine the implementation strategy and timeline ...

    On your behalf, we will work with the chosen carriers to determine the implementation strategy and timeline for a smooth transition to your new or adapted program. Working closely together with your human resources and financial personnel, we will assist you in communicating with your team and rolling out your program. As an extension of your HR team, our relationship with our clients is only just beginning once your plan is in place.

  • 6

    Ongoing Communication,
    Service & Education

    At Immix, we will provide you with a dedicated account executive and employee benefits coordinator...

    At Immix, we will provide you with a dedicated account executive and employee benefits coordinator, who will be intimately knowledgeable as to your program and organizational needs, and who will handle most daily administration on your behalf.

    Education for employees and administrators is a key aspect of every benefits program, and we take a hands-on approach to providing employees and employers with the resources they need including frequent industry updates, health and wellness education sessions, and information on programs and services available to you. Most importantly, it is our role to ensure that you, our client, receive prompt, accurate and quality service from everyone involved in the management of your program.

  • 7

    Program Reviews and Updates

    We take a long-term strategic approach to both the financial management of your benefits program ...

    We take a long-term strategic approach to both the financial management of your benefits program, as well as the evolution of the benefits offering. We will guide you through a detailed breakdown of the financial performance of your plan, so you understand the claiming trends of your group, and the reasons for any price adjustments.

    We will review the coverage and bring new ideas to you in order to align with changing employee needs, and to take advantage of innovations in benefits. Our transparent approach means clarity for you, and the ability to make the best decisions for the future. At Immix, the implementation of your program is just the beginning.

  • Request a Review

    At The Immix Group, we help companies of all sizes determine the employee benefits program that best meets the requirements of the business. Contact us today to see how we can help you.

Affordable and innovatively structured benefit programs that help our clients find, retain and reward valuable employees