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Helping employees to make the most of their plan

PUBLISHED: 14 February 2022 | LAST UPDATED: 6 January 2023

To help SME employees make the most from their new AXA plan, we’ve been offering them a welcome call within their first few weeks of membership.

Since we began piloting this service in December 2020, employees have been benefitting from a personalised call to help get off to a flying start with their plan.

What happens on the welcome call?

During the welcome call, one of our friendly advisors will give an overview of the group’s chosen policy - inclusive of any benefits - and highlight the reasons that we may ask for more information when they make a claim. Doing this helps employees to understand the benefits of their policy, and learn how best to use it.

The advisor will also cover:

  • Details of their online account, and how to make a claim online
  • What clinical support services we can offer them
  • Information on claiming and underwriting 
  • Covid-19 and details of what we will and won’t cover
  • Benefit limits and an understanding of how the excess works (where applicable)
  • Additional benefits covered by the policy, like how to engage with our Virtual Doctor service

Calls are wrapped up with a Q&A session, so employees can feel reassured their questions will be answered. And in the event an employee has a question they’d rather ask of us in private, we’re still able to offer an individual call back service to accommodate them.

Want to know more?

If you’d like to know more about welcome calls for SME groups, get in touch with your AXA representative. 

For more information on the cover we can provide for groups of up to 74 employees, visit Share and Learn.

The information in this article is correct at the time of publishing.