Simplifying the process for you
Business Healthcare Online Apply is a dedicated adviser tool allowing you to complete an online application quickly for Business Healthcare clients with 1 to 249 employees.
When you complete an application using Business Healthcare Switch & Save, Quick Quote will pre-populate as much of the application as it can to save you even more time.
The submission will be faster as the system guides you through the application process, only including segments relevant to each individual case. By validating the application as you progress to the submission stage, we can ensure that all business rules have been met reducing any delays in the processing stage.
Key features
Paperless
A fully paperless application process.
Search functionality
Find partners and hospitals which are local to your clients.
User friendly
Import a quotation from Vitality and make real-time changes.
Step by step support
Guidance through the application process by the online system.
Built-in governance
Validating applications as they progress ensuring all business rules are met.
Simple and secure
A simple and secure e-sign application process for your clients.
Faster
Faster service for your clients with online applications prioritised over paper applications.
Submitting your application
It only takes three simple steps to submit your client's application.
Obtain an accurate quote
Just like the paper process, it is essential that you obtain a quotation that accurately reflects the plan details you wish to apply for. This includes the:
- Start date
- Membership
- All cover details
Since we convert an accepted quotation into a live plan, any inaccuracies in the quotation will result in a delay to the processing.
For schemes with 1-9 employees you can generate a real-time quotation in Quick Quote, or import a quotation provided by the Vitality quotes team.
For schemes with 10 or more employees, you can import a quotation from the Vitality quotes team.
Complete the application
- Log into Quick Quote
- Select the Business tab
- Click ‘Apply’
If you produced a Switch & Save quote for your client, you will be able to select their employer record to pre-populate some of the application.
You can save your progress as you work through the application.
When you reach the membership section, you simply need to tell us how we are to obtain each employee’s membership details. The options available to you will vary by underwriting type.
Once completed, you simply trigger a link for the employer to verify the application.
Employer verification
If accepted, they simply review and accept the plan and underwriting declarations. The application will then be submitted to Vitality for processing. They will be able to download a copy of the application, including all declarations accepted for their records. The employer has seven days to verify the application and will be reminded after three and five days. You will be informed when the employer has completed this process.
You can track the progress of applications made through Quick Quote.
