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).
- 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
- Life Insurance to Help You Enjoy a Longer Life
- How Vitality Can Protect Your Future
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
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
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 2024
MAKING THE MOST OF VITALITY
tHE vITALITY JOURNEY
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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JOURNEY TO PLATINUM
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GETTING STARTED WITH VITALITY
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