Vitality client engagement

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!

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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 (SCOOP) and 2nd appointment (CARRYBACK).

• Personalised email – click here to download sample email
• Discounts and Rewards with Vitality Life Brochure
• Getting Started with Vitality Brochure
• Why Vitality Life Serious Illness Cover Brochure
• Income Protection Brochure
• Personalised ESD/quote for each client
• The two videos listed in the email are:
  • Journey to Platinum (See video at bottom of page)
  • Getting Started with Vitality (See video at bottom of page)
  • Video to send PMI clients: Managing Your Healthcare with Care Hub

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INDEXATION EMAIL

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

• Personalised email – click here to see sample
• The link in the email goes to the Getting Started with Vitality video

VITALITY NEWSLETTER FOR REPS

• October 2024

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 Materials for ClientS

• A Guide to Business Healthcare Brochure
  How to Access Spectra

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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 2024