Skip to main content
  • Individuals
    • Individuals
    • Business
    • Adviser
  • Login
  • Search
  • AIA Australia | Adviser
  • Our Products
    • Priority Protection
    • Priority Protection For Platform Investors
    • AIA Vitality
    • AIA Health Insurance
  • Partner With Us
    • We’re here to support you
  • Business Growth Hub
    • Business Optimisation
    • Resource Library
    • Technical Advice
    • Specialist Partners
  • Help & Support
    • Meet The Team
    • Claims Support
  • COVID-19 Support
    • Financial Hardship
    • Underwriting and Claims commitments
  • My AIA
  • Adviser Site
    Login to the adviser site
  • AIA Vitality
    Login to AIA Vitality
AIA
  • Individuals
  • Business
  • Adviser
  • Our Products

    Our Products

    Here’s some key information about our range of products.

    READ MORE
    • Priority Protection

      Priority Protection provides a selection of cover options to cater for a broad range of insurance needs.

    • Priority Protection For Platform Investors

      The Priority Protection for Platform Investors product provides your clients with a selection of plans to cater for all their life insurance needs.

    • AIA Vitality

      Our science-backed health and wellness program. Keep your business growing with AIA Vitality.

    • AIA Health Insurance

      Health insurance that gives back. AIA Health offers your clients up to 70% back on extras from recognised providers up to annual limits with AIA Vitality bundled so they can be rewarded for healthy habits.

  • Partner With Us

    Partner With Us

    We’ve got a team of experts to help you develop and grow your business.

    Find out how
    • We’re here to support you

      It’s not just about paying valid claims. We’re here to assist and support clients' return to life.

  • Business Growth Hub

    Business Growth Hub

    Use our specialist resources to grow your business and your client base.

    Find out more
    • Business Optimisation

      We have developed some tools to help you optimise your business growth.

    • Resource Library

      Tools, resources and documents you need to look after your clients.

    • Technical Advice

      Our technical page will help you self-educate on key advice areas.

    • Specialist Partners

      We've partnered with leading industry experts to provide you with specialist tools and exclusive offers.

  • Help & Support

    Help & Support

    We’re here to help answer any queries – big or small.

    Find Out More
    • Meet The Team

      Meet the people who will help you grow your business.

    • Claims Support

      Contact details for our Claims team and find out more on how to make a claim for your clients.

  • COVID-19 Support

    COVID-19 Support

    We're here to help in a time of crisis.

    • Financial Hardship

      Support for customers experiencing financial hardship.

    • Underwriting and Claims commitments

      Find out more.

  • My AIA

    My AIA

    Log in to our adviser site to manage your client documents all in one place.

    Read More
  • Search
  • Contact Us
    • Call Us

      Open: 8am to 6pm AEST Mon - Fri

    • Email Us

Adviser News
Prev | Next
Back to Top
  • {{title}}

    {{label}}
  • Start 2018 with a bang with more client referrals | AIA Adviser News

    19 December 2017


    As we get closer to 2018, it’s that time when a lot of people may start to think about what they want to achieve in the New Year. While individual goals can be endless, a 2016 study by finder.com.au found that overall the two most popular types of goals are health and fitness and money[1].

    As a financial adviser you are in a unique position to support, and help your clients to achieve their new year’s goals, and with our latest Two for Two: The policy and AIA Vitality fees are on us campaign, you have even more to offer.

    While telling your current clients how you could support them in achieving their goals is usually somewhat easier, reaching prospective clients can be more of a challenge. There is a solution however – client referrals.

    Referrals from happy clients are one of the best sources of new business, but how do you get satisfied clients to actively recommend you to their friends and family?

    Accident Pro Prime

    Simple is the best strategy. Educate, train and motivate them to. Here are a couple of tips to help you do just that.

    • Ask for referrals – all the time. When you have a happy client, it’s the perfect time to ask them to become an advocate for your business based on their experience. Always assume your clients would be happy to refer you. If they feel uncomfortable doing so, of course don’t pressure them, but don’t be afraid to ask why. It’s a great opportunity to get some feedback, and change a no into a yes.

    • Remind your clients what problems you can solve. Don’t be afraid to remind your clients what problems or issues you can solve. This enables your advocates when they are catching up with friends, family and work colleagues to identify potential new clients. Always remember if you’ve helped your clients, they are more than likely to want to help you. You can remind your clients via your newsletters, websites, social media, or even a short message on the back of your business card.

    • Make it simple and easy. Ensure posts on your social media accounts can be easily shared, and include social media links in your newsletters and websites, so your clients can share with just one click.  Post the answers to "What do I do?" and "Why me?" in downloadable PDF's on your website to assist your clients in writing their referrals. Share that link through all your communication channels.

    • Say thank you often. Don’t forget to always tell your clients how much you appreciate their referrals, and how it will benefit your business, and ultimately the service you can provide them.

    Two for Two: The policy and AIA Vitality fees are on us 

    For more information and full terms and conditions on the Two for Two campaign visit aia.com.au, or call your CDM or CDA. 

    two-for-two

    [1] https://www.finder.com.au/press-release-new-years-resolution-statistics-2015-2016


    Read more adviser news articles

    09 December 2020

    We are on a roll


    We are on a roll as we continue our work to “simplifying Retail New Business administration requirements

    09 December 2020

    Our year in review


    Find out about our key achievements over the year plus holiday operating hours.

    09 December 2020

    New welcome video for you and your clients


    New welcome video for you and your clients

    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    enquiries@aia.com.au

    AIA Global aia.com

    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    enquiries@aia.com.au

    Help and support

    Make a claim

    Frequently asked questions

    Customer feedback

    Complaints process

    Whistleblower policy

    Form library

    Explore AIA

    AIA Vitality

    Health insurance

    Life insurance

    OneLife

    About AIA

    Careers

    Our people

    Our commitments

    Media centre

    Our awards

    FSC commitment

    Help and support

    Make a claim

    Frequently asked questions

    Customer feedback

    Complaints process

    Whistleblower policy

    Form library

    explore Aia

    AIA Vitality

    Health insurance

    Life insurance

    Content Hub

    about AIA

    Careers

    Our people

    Our commitments

    Media centre

    Our awards

    FSC commitment


    Copyright © 2021. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. Priority Protection and Priority Protection for Platform Investors products are issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2207, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 14 January 2021 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
    Terms of Use | Privacy