Discovery & Assessment
We begin with an in-depth assessment of your organization, employee demographics, program objectives, values, current plan design, claims history, fees, and financial health.
Our Approach
A clearer way to build and manage employee benefits.
Whether you are building your first plan or adapting an existing program, Immix helps you balance employee needs, plan competitiveness, and long-term cost control.
Our process is simple, thorough, and built for real-world plan management. We help you create, implement, communicate, review, and improve your benefits program as your organization evolves.
Your journey with us
From discovery to long-term plan stewardship.
Employee benefits are not a one-time purchase. They need a process that begins with understanding, moves through clear strategy, and continues through service, education, and renewal discipline.
Strategy & Recommendation
We integrate your objectives with industry knowledge, benchmarking data, plan design options, cost transparency, sustainability, and employee experience.
Implementation & Ongoing Support
We help manage communication, rollout, carrier coordination, daily administration, financial reviews, industry updates, and employee education.
Our 7-step process
How the Immix process works.
We move carefully from understanding to assessment, recommendation, implementation, communication, and review, so your benefits program has structure before decisions are made.
01
Meet and Get to Know You
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 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.
02
Assess Your Current Situation
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, financial structure, and plan viability. With a firm understanding of your situation, we present options.
03
Review Options and Recommendations
Based on our meetings and detailed assessment, we present recommendations that consider relevant factors including group demographics, industry classification, objectives, company philosophy, and benchmarking.
Our recommendations integrate the latest in industry programs and technology, with a focus on optimizing the member experience. We discuss the available options with you and determine the plan that best meets your overall goals.
04
Determine Our Strategy
Once the desired outcomes have been identified, we determine a strategy that outlines the exact steps required to implement or update your group benefits or group savings program.
Because every detail matters, our strategy also considers how to communicate with and onboard your team effectively.
05
Implementation of New or Adapted Plan
On your behalf, we work with the chosen carriers to determine the implementation strategy and timeline for a smooth transition to your new or adapted program.
Working closely with your human resources and financial personnel, we assist you in communicating with your team and rolling out your program. As an extension of your HR team, our relationship is only just beginning once your plan is in place.
06
Ongoing Communication, Service & Education
Immix provides a dedicated account executive and employee benefits coordinator who understand your program and organizational needs, and who handle most daily administration on your behalf.
Education for employees and administrators is a key part of every benefits program. We provide resources, industry updates, health and wellness education sessions, and information on programs and services available to you.
07
Program Reviews and Updates
We take a long-term strategic approach to the financial management and evolution of your benefits program. We guide you through the financial performance of your plan, claiming trends, and the reasons for any price adjustments.
We review your coverage, bring new ideas forward, and help align your benefits with changing employee needs and innovations in the market. At Immix, implementation is just the beginning.
How we support you
Benefits management that continues after launch.
Our relationship with clients is only just beginning once a new or adapted plan is in place. Ongoing program management, daily administration, and communication are just as important as the initial launch.
Daily administration
We encourage clients to process day-to-day administration of their plan through our office, helping routine plan changes, questions, and service requests stay coordinated.
Benefits management
Our specialists help manage the program after launch, including service coordination, plan updates, renewal preparation, and guidance as your organization evolves.
Proactive communication
We keep you updated on trends, programs, and key changes related to health, wellness, and benefits.
Annual program reviews
We review demographics, claiming trends, financial performance, industry changes, and new strategies.
Request a review
Talk to Immix about your benefits plan.
Immix helps companies of all sizes determine the employee benefits program that best meets the needs of the business, the people, and the budget.