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Intermediary

How to switch business clients to AXA

Making it easy for you and your clients

If your clients are looking to switch to AXA, we’re here to make that transfer quick and seamless – for you and your clients. In a complex world, clients have different needs that are ever evolving. With AXA you can offer a range of options to help your clients find the right cover for them.

You’ll also have a designated contact to answer any questions you might have at any time.

Switch without sweat

Transferring your SME clients to a global health plan from AXA has never been easier. Check out our handy guide.

  1. When a business confirms they’d like to switch, they choose the cover they want
  2. We prefill the enrolment form to make it easy and save them time
  3. We send you a simple application form for you or the group secretary to complete1  
  4. The business group receives a welcome call to introduce their new plan
  5. Your client receives confirmation of the switch, and their employees can start claiming on their AXA policy from day one2
  6. In most cases, we offer a two working-day onboarding3 and their employees receive a series of emails throughout the year to remind them what is and isn’t included with their health plan and the best way to get in touch with us should they need to.

  1. When your client is looking to switch, contact us and we’ll manage the process easily
  2. We’ll ask three quick “yes” or “no” medical questions about your client and send you a quote based on these answers
  3. Together with your client, you’ll complete an application form and send it back to us
  4. The application and any pre-existing conditions are reviewed
  5. We’ll let you know if your client’s initial quote is affected and what type of underwriting we can offer 
  6. Once accepted, the individual client must provide their policy certificate for the past year
  7. They’ll receive confirmation of the switch and can claim on their AXA policy from day one2 
  8. We welcome them with a five working-day onboarding and they’ll receive a series of emails throughout the year to remind them what is and isn’t included with their health plan and the best way to get in touch with us should they need to.

We’re able to offer simple, speedy switching across all our global health plans

Supporting the switch

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We support you…

No matter where you are in the world, we work hard to give you the support you need:

  • Our friendly and experienced team are always here to help manage your clients’ plans and claims 
  • We fill in the paperwork, complete the enrolment forms, and streamline the switch process. This way you can spend time building your business, answering client queries, building networks and enjoying the rewards of successful sales 
  • We use an instant customer feedback tool to give us ongoing feedback about customer satisfaction – to ensure our people deliver great service every time4
  • We continue to find ways to help you strengthen your client relationships
  • We constantly monitor healthcare and industry news to share with you in a way that’s easy to pass on to your clients
  • We have the global know-how and resources to help with client requirements – thanks to our global AXA offices, and customers in 194+ countries and territories5
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…So, you can support your clients

Give them what they need, including: 

  • A wide range of cover options to support their needs and manage costs
  • Additional services at no extra cost from Virtual Care from AXA app or portal with video or phone consultations including doctors 24/76, our Mind Health service7 connecting them to fully qualified psychologists or a Second Medical Opinion8
  • With Evacuation and Repatriation cover included, if your clients can’t get the treatment they need locally in an emergency, we’ll organise for them to be taken to the nearest medical facility - and there’s no affect on claims funds9
  • No disruption to any planned treatments and access to over 1.9 million medical providers who we can settle bills with directly10
  • Extra support if they’re diagnosed with cancer – a dedicated case manager to help co-ordinate care, answer questions and oversee and manage the paperwork – giving them more time for what matters most. 

Interested in finding out more?

Simply email us at intermediarysales@axa.com and one of our friendly team will be in touch to help you with any queries, provide you with a tailored quote, or explain how we can help with the switching process without taking too much of your time.   

Email us today

1. The application form must be hand signed by the group secretary, we do not accept electronic signatures. 
2. Depending on the level of cover or underwriting style chosen, customers can claim from day one of their policy live date. Speak to your AXA representative for more information. Lines are open Monday to Friday, 8am - 5pm (UK time). Calls may be recorded and/or monitored for quality assurance, training as a record of the conversation. 
3. In most cases, we offer a two working-day onboarding where Medical History Disregarded (MHD) has been selected as the underwriting style of the group. 
4. On average, customers rated our service 4.74 out of 5 stars via the Customer Service Instant Customer Feedback tool between July 2022 - June 2023, based on 23,119 responses.
5. Number of countries and territories based on the portfolio of customers with global health plan, as of January 2024. 
6. Appointments are subject to availability. Eligible customers don’t need to pay or claim for a consultation, but will be charged for the cost of the initial phone call when using the call back service. Telephone appointments in English are available 24/7/365 and call-backs are typically within 24 hours. Telephone appointments in Greek are available between 9am and 9pm EET, 7 days a week. Video appointments are available in three core languages (English, Spanish, and Mandarin) between 8am and midnight UK time, Monday to Friday. Video appointments in German are available between 8am – 8pm CET, Monday to Friday. Registration and appointment booking is currently only available in English. These services are provided by an independent third-party, Teladoc Health. 
7. Mind Health psychologist appointments are available in English between Monday and Friday, 9am – 5.30pm (UK time). If the customer is calling from the UAE, appointments are available in English, Arabic, and French between Saturday and Thursday, 9am – 8pm, and Friday 9am - 4pm (UAE time). This service provides access to six sessions with a psychologist, per mind health concern, per year. Any costs associated with the purchase of any additional recommended material will not be covered under their health plan. These services are provided by an independent third-party, Teladoc Health. 
 8. Your clients have access to a global team of more than 450 doctors, supported by a network of over 50,000 specialists. These services are provided by an independent third-party, Teladoc Health. 
 9. The Evacuation and Repatriation service is provided by Healix International. 
 10. Number of providers in the AXA Select medical provider network according to Global Network Management team, as of November 2023.