Distribution resources
Explore our collection of helpful tools, assets and guides designed to support you across the full sales cycle.
The cornerstone of Vitality's success
As an adviser, you play a pivotal role in driving the Vitality Shared-value Insurance (SVI) Model.
By encouraging your clients to make informed, healthier choices, you help to create lasting impact. Here are some resources we think will benefit your sales teams when selling Vitality-linked products.
Activating advisers
Activating and equipping advisers within the Vitality Shared-value Insurance Model is crucial to ensuring that both clients and the business thrive – fostering long-term relationships built on trust, value, and empowerment.
A guide to Vitality Shared-value Insurance
An explanation of Vitality Shared-value Insurance and how each stakeholder within the Model benefits.
The value of Vitality for advisers
An overview of the value and benefits that Vitality brings to your business.
Connecting with clients through social media
How to use social media as a tool to connect with clients, with top tips to get started.
Point of sale tools
Communicating the value of Vitality to prospective clients at point of sale helps to positively influence consumer decision-making – so your clients choose you.
How Vitality works
A positioning document that explains Vitality in three simple steps
Elevator pitches to guide the sales conversation
Scripts to engage new and existing clients on Vitality Shared-value Insurance.
The value of engaged employees
A tool to position the benefits of Vitality for corporate clients – including employee wellbeing and business profits.
Engagement resources
Driving client engagement in Vitality is critical. By actively participating in the programme and seeing the tangible benefits, including improved health and exciting rewards, clients are more likely to stay committed, resulting in improved persistency and reduced lapse rates.
The Vitality app – your portal to health and rewards
A quick guide to downloading and registering on the app and connecting a device.
Activating weekly rewards
Introducing clients to our most popular benefit – Active Rewards – and incentivising participation.
The value of a Vitality Health Check (VHC)
The benefits of this simple set of preventative tests to add healthier years to your clients’ lives.
Leveraging engaged clients
Engaged clients offer greater up-sell and cross-sell opportunities and increase quality referrals. Leveraging this effectively can help to generate organic growth for your business.
Keep in contact with clients
Sample scripts across a range of conversation touchpoints to help strengthen the adviser-client relationship.
Up-sell and cross-sell opportunities
Unlock the best timing and most appropriate messaging for up-sell and cross-sell opportunities.
Renewal communication
Explore the value of reward statements and renewal communications to generate additional sales.
Global content hub
We’ve put together content across wellness themes, global trends and health awareness days to help you craft memorable communication for your clients.
