Vitality client engagement

If your Vitality clients get engaged with Vitality’s healthy lifestyle rewards, they will be happier with their policy.

You will have happy clients, they will be healthier and your persistency will go up. It’s a win-win situation.

TIPS FROM THE TOP: emails & MATERIALS to send to clients

Here we have tips from our top performers about how they interact with their clients. Follow the leaders!

EMAIL TO SEND AFTER THE 1st AND 2nd APPOINTMENTS

Alan Palmer and Dolly Bright send out the following after they have done the 1st appointment (f.k.a SCOOP) and 2nd appointment (f.k.a CARRYBACK).

INDEXATION EMAIL

Barbara Anderson-Stewart reminds her clients, before their policy anniversary, that indexation is about to kick in and gives them options.

VITALITY NEWSLETTER FOR REPS

VITALITY email signature

We are proud to announce that at the recent 2023/24 Vitality Exclusive Associate Awards Conference, Genistar received: 

Premier Firm of the Year 
Life Firm of the Year 

You can download the email signature banner here. Add this to your email signature for authenticity.

VITALITY courses

vitality product materials

Vitality Contact with Clients & Phishing Scams

Help your clients understand what to expect from Vitality and how to avoid scams and phishing.

ARTICLES ABOUT AVOIDING SCAMS

We have several articles on our Genistar.co.uk website about avoiding scams. Feel free to refer your clients to any of these articles or add a link into your correspondence with them:

WHY AND WHEN VITALITY MAY CALL YOUR CLIENT

Make sure your clients understand what Vitality will do and what they WON’T do. Click the title to download.

VITALITY CONTACT SHEET

On this sheet, you’ll find the latest contact details for the Vitality Head Office team.

vitality contact sheet

REPRESENTATIVE RESPONSIBILITY: SAFEGUARD YOUR BUSINESS

You have a responsibility to protect your business and your clients. Click the title to download.

SCRIPT FOR 2nd APPOINTMENT

Please share this information with your clients during your appointment (especially the second appointment), and also send it in a followup email after the appointment. Click the title to download.

FOLLOWUP EMAIL

This is a template email that you can send your clients after the second appointment. It’s a good idea to touch base with your clients to confirm what they should expect from Vitality, and to warn them about phishing scam calls. Click the title to download.

Vitality Materials for ClientS

VITALITY BROCHURES

For Individuals

For Businesses

Vitality EVENTS for ClientS

Vitality hosts many events that can help your clients get engaged. These are also listed on the Events page calendar.

WELLBEING EVENTS

Vitality Wellbeing Calendar 2025

VIEW EVENT

MAKING THE MOST OF VITALITY

Plus May Wellbeing Calendar 2026Download

tHE vITALITY JOURNEY

client-journey-roadmap 15-7-24 (1)Download

USEFUL VITALITY VIDEOS FOR CLIENTS

To get a link to any of the below videos, simply right click on the video, then select ‘copy video url’.

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HOW YOUR VITALITY STATUS WORKS

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HOW OUR PREMIUMS WORK – PMI RENEWAL ABC PRICING

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LEARN ABOUT OUR
SERIOUS ILLNESS COVERS

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Life Insurance Indexation Explained

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Income Protection with Vitality

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WHY VITALITY | VITALITY LIFE PROGRAMME

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Why Vitality | Personal Health