Introducing your new PMI Toolkit
In a world where client expectations are rising and time is tighter than ever, it’s all about finding ways to work smarter - not just harder.
That’s why we’ve created something designed to make life a bit easier: your all‑in‑one toolkit for promoting Private Medical Insurance (PMI).
Whether you’re talking to consumers or employers, this toolkit puts everything in one place so you can save time, have deeper conversations, and expand your portfolio with confidence. From ready-made assets to practical guidance, it’s built to help you engage clients more effectively, overcome barriers quickly, and make every conversation count.
Why this toolkit matters
Your time matters. When you’re focused on supporting your clients and running your business, the last thing you need is to juggle multiple resources, hunt for content, or start from a blank page. The PMI toolkit has been designed to solve that: it’s a streamlined, one‑stop shop that supports you to:
What’s inside the toolkit?
We’ve gathered and created assets and guidance to help you at every step - from initial outreach to onboarding. Inside, you’ll find:
- Ready-made campaign materials: You can pick and choose from emails and social templates to suit your brand and audience. There are dual-branding options available, so you can integrate your identity seamlessly.
- Broker guidance leaflet: We've created a clear, concise leaflet that explains common PMI barriers and misconceptions - supporting your understanding and helping you guide more confident conversations.
- Helpful resources: Practical forms and guides that make it easier to gather the right information and support smoother, more informed conversations.
Each element is designed for speed and ease: download, personalise (if you want to), and share with your clients. No heavy lifting required.
Make PMI promotion simple
PMI can unlock meaningful value for both individuals and businesses - speed to diagnosis, better continuity of care, reduced employee absence, and more predictable health pathways. But we know that effectively communicating those benefits takes time. This toolkit helps you deliver that message with clarity and confidence, so you can move from interest to action faster.
By focusing on what matters most to clients you can create conversations that resonate and demonstrate tangible value. The result? Stronger engagement, better outcomes, and relationships that last.
Partner with us - We’ve got you covered
You’re not doing this alone. Your Aviva account team is on hand to answer questions, share best practices, and support you every step of the way. Whether you’re refining messaging, targeting a new segment, or seeking guidance on onboarding, we’re here to help you focus on what matters most: your clients.
This toolkit is more than a set of materials - it’s part of a partnership designed to help you succeed. With the right tools and the right support, you can expand your portfolio with confidence and deliver meaningful value.
Get started today
If you’re ready to make PMI promotion simple, the toolkit is ready for you - today. Dive in, explore the assets, and pick the components that best fit your approach. Use them out of the box or customise them to align with your brand. Either way, you’ll find what you need to start strong and keep momentum.
Your time matters, and we’ve got you covered. Start using the toolkit today and make expanding your portfolio effortless.
Join our upcoming webinar
To help you get the most from your new PMI toolkit, we’re hosting a webinar where we’ll:
- Walk through the ready-made campaign materials and show you how to tailor them.
- Share tips for confident, effective PMI conversations (including handling common questions and barriers).
- Highlight practical ways this toolkit can save you time while supporting growth.
Details are coming soon - keep an eye out. It’s a great opportunity to see the toolkit in action and leave with ideas you can put to work straight away.