Our process and how to get a quote

To provide you with an accurate quote for our Lifetime Care Plan, we use Medicals Direct Group (MDG) to gather medical information on our behalf.


  1. 1

    Care Fees Plan Questionnaire

    Complete the Care Fees Plan Questionnaire with your client and email it to icp@medicalsdirectgroup.co.uk.

    Care Fees Plan Questionnaire PDFsize: 410KB

    If your client has a legal representative through Power of Attorney or the Court of Protection, they should be involved and you'll need to attach proof of their right to act on your client’s behalf.

    If you’d prefer, you can post the documents to:

    Medicals Direct Group
    Premiere House
    5th Floor
    Elstree Way
    WD6 1JH

    MDG will email you to acknowledge that the documentation has been received.

  2. 2

    Medical information

    An experienced nurse employed by MDG will conduct a tele-interview to obtain medical information from the care provider. An interview transcript will be completed, quality checked and sent to us.

    If it’s not possible to arrange a tele-interview, a Care Manager's Report will be sent via email for the care provider to complete.

    In some circumstances we may need more medical information and request a GP report.

  3. 3

    Quote pack issued

    Once we’ve received all the required information, we’ll send you a quote pack via email containing our Key Facts, Acceptance Form and Care Provider Declaration. The email will also contain links to our Key Features and Terms and Conditions documents.