Why it’s important to discuss Health Insurance with your clients

ARTICLE
27 August 2024 dot 2 mins read
Like life insurance, health insurance can provide peace of mind when unexpected illnesses or accidents arise. 
Yet, for some clients, it can be a set-and-forget purchase, meaning over time, they may be paying for cover that no longer suits them.
 
This is why it's important to include a health insurance review when you connect with them - checking to see if their health insurance cover reflects their current situation and is providing the best value, especially if they have changing family needs.
 
We've made offering a Health insurance review with AIA Health easy for you and your client:
 
  • Share the AIA Health flyer with your clients to show them the benefits of AIA Health and potential multipolicy discounts across their AIA policies.
  • Refer your client via the 'Health Portal' which is located on the AIA Adviser Portal
  • We'll provide an obligation-free health insurance review at a day and time that suits your client.
  • We'll take care of the paperwork to switch from another health insurance provider and honour waiting periods served on the same service with a previous health insurer, so your client is covered right from the start.
  • You'll receive a referral fee of 20% on the first year's premium (plus GST), paid to your licensee once your client's policy becomes financial.

AIA Health September offer

To sweeten the deal, for September we are offering new AIA Health clients up to $600 cashback when they take out an eligible combined Hospital & Extras policy or up to $400 cashback if they take out a Hospital only policy.