Trading support to help you stay on your A game
We’ve been offering health insurance for more than 30 years and we’re here to help support you in making sales and winning new business. We can help bring your clients the products and services that keep them doing business with you.
A new relationship model to make doing business easier
We’ve set up our trading centre to bring you:
- Dedicated named contacts for sales, new business and customer retention;
- Face-to-face guidance from a regional manager;
- Online support including topical insight, tools and sales aids.
This page highlights our support in more detail and introduces some key members of our team.
Watch our trading lead Vicki Mclean introduce you to our enhanced trading centre set-up.
Transcript for video Trading Centre video
Vicki McLean:
Our Trading Centre and Account managers are responsible for helping you, help your clients.
You've told us that it's important you know your Aviva contacts - and that they know you.
You've said you want a relationship that's less of a transaction, and more of a partnership. So we've listened, and we've made some changes.
We really do understand that relationships are key to building trust and we want to support you the best way we can. We want you to feel valued and have the confidence that we understand your needs.
Janine Doyle:
That's why, at Aviva we provide you with your own dedicated team who have decades of experience. Think of it as an extension of your own team...
You will have a dedicated person for New Business, Retention and Sales support in the Trading Centre based in our Sheffield office and face-to-face guidance from your account manager...
David Hughes:
Keeping things simple and being easy to do business with, underpins everything we do.
The Account Management team is made up of around 20 regional account managers who can provide valuable onsite, face-to-face support and is here to help you and your business.
Working closely with the Trading Centre, and with over 30 years' experience at Aviva and the insurance market, you can rest assured that your Aviva team can confidently support you and your clients at every stage.
Here's a bit about how our teams can help...
Amanda Stevens:
Hi, I'm Amanda and I'm an Account Manager.
Strategically, I work in partnership with you to understand your business goals and objectives.
Not only that but I can support you with training, dealing with issues should they arise, ways to grow your business and support with winning and retaining business with Aviva.
Kerry Stratford:
Hi, I'm Kerry and I work in the New Business team within the Trading Centre. I've been with Aviva for 32 years.
We understand how important it is to help your clients get the right PMI cover in place and I'm here to help make the application process run smoothly so you can assure your clients that they're in safe hands.
Carmen Duffy:
Hi, I'm Carmen and I work in the Retention team.
We understand it's just as important to retain your clients as it is to win new business.
When it comes to supporting your renewals, we’ve got it covered.
Tasha Pearce:
Hi, I’m Tasha…
Lynne Teather:
… and I’m Lynne, and we're in Sales Support. Combined, we have 40 years of experience in Health having worked in PMI claims before joining the Trading Centre so we know how important it is to respond to customers during difficult times.
As well as your own dedicated team, you can also LiveChat with us on the Broker Portal if you have any questions.
Tasha Pearce:
LiveChat has been enhanced so that it gives you even quicker access to someone who can help with a range of queries. From simple to complex, we'll get you to where you need to be.
No matter how big or small your query is your dedicated Aviva team is happy to help.
Vicki McLean:
We know healthcare can be complicated. But by working in partnership with you, we're here to make it click.
Saving time with Broker Portal
Broker Portal makes it easy for you to perform routine tasks and make administrative changes to SME and Consumer policies, so you can free up time for your highest priority tasks.
On our Broker Portal, you can:
- Request financial statements,
- Add and delete members,
- Cancel policies,
- Generate renewal quotes,
- Live Chat with us.
You can use the Portal 24/7, so you can perform tasks whenever the timing’s right for you – with the changes you make applied instantaneously.
Broker portal hub
See our Broker Portal hub for useful guides, how-to videos and details on how to register.
More information on our products
You’ll find comprehensive information on our core healthcare products on our Document Library, with up-to-date brochures, sales aids, leaflets and flyers for each policy:
Getting your clients up and running
When your client’s policy is activated, we have a range of documents to help them get up and running, taking advantage of the services available to help make the most of our Solutions and Healthier Solutions products.
Digital GP app user guide (PDF 4.9MB)
This guide will take your client through the process of accessing and using the Digital GP app, a swift and convenient way to access GP video consultations and repeat NHS prescriptions.
Manage your policy online (PDF 381KB)
Help to get started with MyAviva, an easy way for clients to manage their Aviva policies and schemes in one secure online location.
MyHealthCounts guide (PDF 189KB)
Guidance on how Healthier Solutions clients can use our online health and wellbeing tool for to keep an eye on their health and potentially save money on policy renewals.