How to quote and onboard clients

How to quote and onboard clients

We make it easy to generate quotes, with transparent pricing and clear cover levels that can be mixed and matched for different populations. We also make it easy to onboard clients, with a dedicated Account Manager, links to existing benefits platforms – and tried and tested roll‑out support.

Simple plans

  • Easy to understand and flexible plans designed for the wider workforce.
  • Companies can choose to pick and mix cover.
  • 4 plan levels starting from £9 pppm.
  • Our most popular private Diagnosis and Treatment plan is £42 pppm.
  • Company add-ons including Dental & Optical services for £15 pppm, Stress support EAP for £1.50 pppm.

Clear cover

  • No waiting period to use our services.
  • We’re transparent about what we do and don’t cover.
  • Key exclusions include cancer treatment,psychiatric care, and 3 year pre-existing conditions.

Fair, responsible and sustainable prices

  • All employees aged 16-69 cost the same anywhere in the UK.
  • We don’t charge loyal customers more at renewal than new customers – everyone pays the same price. We’re community rated, spreading the risk across our wider community.
  • We have a strong track record of sustainability,with our most popular plan going up the equivalent of just 5% per year on average since 2018.

Quotes and dedicated support

  • Generate quotes via our Broker Portal.
  • Or get support from a dedicated Account Manager.
  • All you need are the company details, number of employees,level(s) of cover and the preferred start date.

Easy onboarding

  • No medical forms on application (as we apply an exclusion of 3 year pre-existing conditions).
  • Dedicated support from our Customer Success team to work with existing benefit systems or websites.
  • A tailored roll-out programme of marketing and communications, including comms, marketing and introduction sessions.
  • Unique functionality for employees to pay us by direct debit to upgrade and/or add family in a 21 day pre-cover window.
  • Minimal admin so less burden for HR departments.
  • Ongoing communications and support to promote usage throughout the lifecycle of the policy.

 

Download the guide here

Terms and conditions apply: Such as the exclusion of pre-existing conditions for Physiotherapy, Diagnosis and Treatment and the exclusion of cancer treatment. Find out more here: www.equipsme.com/our-health-insurance-plans

Contact us: Speak to your usual BDM contact or email us at [email protected]