Quote and enrol new business online with Bupa Connect

Bupa Connect provides a fast, secure and flexible way to quote, enrol and onboard new business entirely online. Available 24/7, the platform helps intermediaries manage the complete journey from quote to cover, with digital medical declarations, rapid policy set-up, automated client communications and dedicated support. Once cover is in place, clients can also access online tools and services to help manage their healthcare with ease.

Quote and enrol new business with ease through Bupa Connect

Making it easier to do business with Bupa is a key part of our commitment to supporting intermediaries and their clients. Did you know you can accept your new business quotes online through Bupa Connect, whenever it suits you?

Whether you're working against a tight deadline, supporting a client outside of traditional office hours, or simply looking for a quicker way to place business, Bupa Connect provides a fast, secure and flexible digital journey from quote to cover.

Manage the entire new business journey online

With Bupa Connect, intermediaries can generate new business quotes and accept new business online, providing greater control and flexibility throughout the onboarding process.

Available 24/7, the platform enables you to accept business at a time that works for you and your clients, rather than emailing Bupa and waiting for the new business to be set up. Digital onboarding takes around five minutes on average to complete, compared with approximately 72 hours when submitted by email.

Key features include:

• Create and update new business quotes online
• Accept new business digitally through Bupa Connect, 24/7
• Complete medical declarations electronically, removing the need to submit additional documents
• Receive the policy set-up email and group number instantly, so you can share the details with your clients in real time
• Gain instant access to Bupa Connect for you and your clients, enabling you both to view and manage policies online
• Receive an instant next-steps email, so you and your clients understand any further actions needed before members can use their policy and claim for treatment
• Access dedicated onboarding support by telephone or webchat if you need help with the set-up process

A smoother experience for you and your clients

Once a policy has been accepted, you and your clients gain instant access to Bupa Connect, enabling you both to view and manage the policy online.

Policy set-up and group details are confirmed instantly by email, so you can share them with your clients in real time. An instant next-steps email also makes clear any further actions needed to ensure members can use their policy and claim for treatment when they need it.

This digital journey helps reduce delays, improves visibility and creates a more seamless onboarding experience for everyone involved.

Built around flexibility and self-service

Bupa Connect has been designed to help intermediaries work more efficiently and independently.

By allowing you to quote, enrol and manage schemes online, the platform puts important tasks at your fingertips without needing to wait for manual intervention. Changes are processed in real time, confirmation emails are automatically generated, and support is available whenever you need it.

Alongside new business onboarding, Bupa Connect also enables you to:

• Renew client schemes
• Update member details
• Add and remove members
• Access invoices
• Download membership reports and listings

Supporting members beyond onboarding

Once cover is in place, eligible members can access My Bupa, making it easier for them to view their cover, access services and connect with digital healthcare tools all in one place.

Combined with Bupa's broader healthcare offering, this helps create a connected experience from onboarding through to ongoing policy management and health support.

Get started today

Quoting and enrolling new business with Bupa has never been easier. With digital onboarding taking around five minutes on average, instant policy confirmation and dedicated support from our SME onboarding team by telephone or webchat, Bupa Connect gives you the flexibility to place business how and when you choose.

Visit Bupa Connect today to quote and enrol new business online.

To learn more about the portal and the tools available, visit the Bupa Connect section of the intermediary website.