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Apply to be a Bupa intermediary


As one of the UK’s leading healthcare insurers Bupa is committed to putting customers and the integrity of the market at the heart of everything we do.


We want to work closely with our intermediaries to achieve the best possible outcomes for consumers (including commercial customers), so that those relying on Bupa can be confident that:

  • Bupa products are sold and administered in a clear and transparent manner by intermediaries that do not place their own interests before those of their customers.
  • The intermediaries that work with Bupa are professionally run and have a good reputation.
  • Intermediaries can demonstrate that the consistently fair treatment of customers is firmly embedded within their culture, procedures and business standards.
  • Bupa products deliver value for money, are clearly understood and meet their customers’ reasonable expectations.
  • Personal information and potentially sensitive data is appropriately protected and processed.
  • The intermediary they are dealing with is well-run, financially secure and positively aligned with Bupa’s cultural values.

Apply to sell Bupa's business products - for directly FCA authorised firms

Complete the intermediary application form to sell our business products.

You will only be able to submit an application if you meet the eligibility criteria, which are as follows:

  • Agree to adhere to Bupa’s Standard Terms of Business.
  • Be a Principal of business or a Network as defined within the FCA Handbook.
  • Be directly regulated by the FCA.
  • Have the appropriate permissions for the activities you propose to carry out.
  • Be a business registered in the UK (England, Wales, Scotland or Northern Ireland, Channel Islands, or the Isle of Man).
  • Not subject to any sanctions.
  • Have an Annual Premium Income (API) of over £500,000 for Insurance Business products.

Once you've completed the application form, one of our team will assess your application and be in contact shortly to advise you of the next steps to take.

Once you're recognised we’ll arrange access to our online system Bupa Connect. This gives you the freedom to manage your business clients. You can create quotes and update your clients’ details instantly.

Existing Bupa intermediaries - consumer products

You may already have an intermediary agreement with Bupa, but this relates exclusively to business products. A new application must be completed before you can start selling our consumer products.

Once you've completed the application form, one of our team will assess your application and be in contact shortly to advise you of the next steps to take.

Once we've accepted your application and provided you with the support you need to be able to advise on Bupa consumer products in line with our requirements above, we’ll send you an email with a unique ID, an intermediary agreement number and instructions on activating your account. Here you will be able to create a health insurance quote for your clients.

Apply to Bupa – if you are an appointed representative of an existing directly authorised firm

Simply complete the Appointed Representative Application Form to sell Bupa products on behalf of your principal firm. Your principal / network representative will need to approve your application before you can be set up.

If applying to sell business products once recognised we’ll arrange a Bupa Connect login for you. Bupa Connect gives you the freedom to manage your business clients. You can create quotes, renew and update your clients’ details instantly.

If applying to sell personal products once recognised we’ll arrange access to our consumer intermediary portal which is our online quote tool, here you’ll be able to create a health insurance quote for your consumer clients.

Further information

If you need any extra unique user ID’s for members of your team, please email their details to intermediaryenquiries@bupa.com.

If you wish to enter in to any other form of third party relationship with us please email intermediaryenquiries@bupa.com, and a Bupa representative will be in touch to discuss your requirements.

Ways to get in touch

^We may record or monitor our calls.

Bupa health insurance, dental insurance, cash plan and travel insurance is provided by Bupa Insurance Limited. Registered in England and Wales No.3956433. Bupa Insurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Arranged and administered by Bupa Insurance Services Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3829851. Bupa Health Assessments and Occupational Health services are provided by Bupa Occupational Health Limited. Registered in England and Wales No.631336. Registered office: Bupa House, 15-19 Bloomsbury Way, London, WC1A 2BA.
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