Home > Selling Healix trusts
Selling Healix trusts
Our healthcare trusts empower businesses to take control of their healthcare spend, design tailored benefit packages, and provide exceptional employee care. Let’s make it easy for you to highlight the advantages and convert interest into action.
Select featured tag and category
- Corporate Healthcare Trust, Healix Flex
- Healix Fix, Multi-employer trust
- Healix Fix, Multi-employer trust
- Healix ConneX
Downloadable marketing materials
Make your clients conversations more impactful with our range of professional marketing materials, designed to communicate the key benefits of Healix Healthcare Trusts:
- Brochures: Comprehensive overviews of Healix Healthcare Trusts, perfect for initial discussion.
- One-pagers: Concise, easy-to-digest summaries of trust benefits and Healix’s unique selling points.
- Infographics: Visually engaging materials that compare traditional PMI and healthcare trusts, ideal for client presentations.

Why choose healthcare trusts over traditional private medical insurance?
Healthcare trusts offer unmatched flexibility and value, allowing businesses to achieve better outcomes for their healthcare spend. Help your clients see the difference with a clear comparison of traditional PMi and healthcare trusts.
Feature
Flexibility
Cost efficiency
Claims management
Transparency
Governance

Traditional PMI
Limited by insurer’s product offerings
Fixed premiums with potential profit for insurers
Standard claims handling processes
Limited visibility into costs and spend
No control over fund allocation

Healix Healthcare Trusts
Fully bespoke benefit design tailored to clients’ needs
Tax-efficient structure where unspent funds stay with the client
Clinically led teams managing every claim with expert care
Detailed, real-time reporting on fund utilisation and trends
HMRC-compliant structures with employer control
Quick tips for selling Healix Healthcare Trusts
Understand client needs
Use our client needs analysis tools to identify gaps in current healthcare solutions and position trusts as a tailored answer.
Focus on benefits
Highlight cost control flexibility, and bespoke design as key advantages over traditional PMI.
Use real examples
Share success stories and case studies to illustrate the impact of healthcare trusts on similar businesses.
Leverage marketing tools
Present our brochures, one-pages, and infographics to simplify complex concepts for your clients.
Address concerns
Reassure clients with our stop-loss protection, governance support, and clinically led claims management.
Ready to start?
Get access to all the resources and materials you need to confidently sell Healix Healthcare Trusts. For additional support or to discuss client needs, contact our intermediaries support team at (EMAIL ADDRESS).
Together,let’s redefine corporate healthcare solutions.
FAQs
Are healthcare trusts easy to set up?
Absolutely. At Healix, we’ve streamlined the process, offering two simple setup options:
Option 1: Master trust
Join the Healix master trust, which includes HMRC-approved legal documentation, Healix administration, and stop-loss protection. We handle all governance, documentation, and reporting, making it a hassle-free solution for employers.
Option 2: Client’s own trust
Use your own trust wording while Healix provides administration and stop-loss services. We can also connect you with independent legal advisors and trustee services as needed.
How much control does the client have?
A healthcare trust offers unparalleled flexibility:
- Design comprehensive benefits, including full-refund products covering chronic conditions, gender dysphoria, and menopause.
- Opt for cost-effective solutions with benefit caps or tailored limits.
With bespoke options, employers can create a healthcare plan that perfectly aligns with their goals, free from insurer-impose restrictions.
Could clients be exposed if costs are high?
No. The Healix 100 master trust safeguards employers by providing full protection against excess claims. If claims exceed the fund, Healix absorbs the additional costs. Any surplus remains entirely with the corporate, offering security and value in one solution.
How are claims handled?
Healix’s experienced, clinically led team manages claims efficiently and transparently. For complex and expensive cases, our specialised clinical team steps in to ensure appropriate and timely interventions. Employees benefit from quick access to treatments, while employers receive regular reporting to monitor fund usage and claims trends. This clinically driven approach ensures both employee wellbeing and effective management of claims funds.
What happens to unused funds?
Any unused claims funds are rolled over to subsequent years, giving employers the ability to build reserves or reinvest savings into other areas of employee benefits.
Can healthcare trusts cover unique needs?
Yes. Or healthcare trusts are fully customisable to include coverage for chronic conditions, mental health support, menopause management, and even emerging areas like gender dysphoria treatment. This ensures that employee needs are met comprehensively.
How can we help?
If you have a challenge you need to address, contact us below.