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Making sure your clients are onboarded smoothly

23 November 2021


We understand that you want your business clients to be up and running as soon as possible. To be able to do this, we’d like to remind you of the information we need you to send us.

When contacting your Bupa Account Manager, please use the below checklist so that you know we have everything we need to onboard them as soon as possible. You can copy and paste this into your secure email.

If you have any questions, please contact your Bupa Account Manager.

Policy Information

Quote reference number to be accepted

Policy start date

Number of members

Number of over aged dependants (include names where applicable)

Group Contact Information

Group Secretary name

Group Secretary contact number

Group Secretary email address

Billing Contact email address

Paperless (indicate yes or no)

Company Information

Company name

Company address

Business type (LTD/Partnership etc)

Company verification (What have you used to verify – e.g., companies house/VAT number etc)

Verification number (as per companies’ house/VAT number etc where applicable)

Self-pay members (indicate yes or no)

Membership list – Must include full names, date of birth and full addresses including postcode

Bank details (if paying direct debit)

Medical declaration (NFU/MORI Switch)

                                                                                

Additional Information

Is there anything else the team need to be aware of, for example, the scheme is a transferring from corporate etc.?





Policy Information

Quote reference number to be accepted

Policy start date

Number of members

Number of over aged dependants (include names where applicable)

Group Contact Information

Group Secretary name

Group Secretary contact number

Group Secretary email address

Billing Contact email address

Paperless (indicate yes or no)

Company Information

Company name

Company address

Business type (LTD/Partnership etc)

Company verification (What have you used to verify – e.g., companies house/VAT number etc)

Verification number (as per companies’ house/VAT number etc where applicable)

Self-pay members (indicate yes or no)

Membership list – Must include full names, date of birth and full addresses including postcode

Bank details (if paying direct debit)

Medical declaration (NFU/MORI Switch)

                                                                                

Additional Information

Is there anything else the team need to be aware of, for example, the scheme is a transferring from corporate etc.?





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