Vitality

Vitality is known for motivating healthier choices among customers. With SalesScreen, they turned the same focus inward, building stronger engagement, boosting morale, and creating a culture where every rep feels connected to their goals.

Insurance
The platform has played a key role in helping us deliver best outcomes for our customers while cultivating a dynamic and engaging workplace culture. Its easy-to-use templates save managers time, allowing them to focus on what matters most—supporting and coaching their teams.

Alison Wild , Head of Direct to Consumer Optimization

Motivating Teams at Scale

Vitality, one of the UK’s most forward-thinking insurance providers, is known for blending technology, wellness, and customer experience. Their core purpose - to make people healthier and to enhance and protect their lives – supports people to make positive health choices, and they wanted to bring that same energy inside their sales processes.

Leading the charge was Alison Wild, Head of Direct-to-Consumer (DTC) Optimization. Her work spans everything from streamlining the quote journey to shaping referral programs to ensuring employees feel connected to their work.

“We really wanted to…save the managers time and come up with ideas that would appeal to a wide variety of people, rather than have set competitions that sometimes turn people off or disengage them...”

A Platform That Drives Connection and Motivation

SalesScreen gave Vitality a way to energize their teams while keeping recognition and performance visible across sales departments.

With the platform, teams could:

  • See performance in real-time across TVs, desktops, and mobile apps
  • Celebrate wins with personalized YouTube videos and peer recognition
  • Run competitions in minutes that appealed to diverse personalities
  • Give and receive peer endorsements that strengthened morale

For Vitality, this wasn’t just a tactical fix, it was a strategic alignment. They already motivated behavior externally, and now they had a powerful way to inspire and support their direct sales agents and advisers internally.

The platform has played a key role in helping us deliver best outcomes for our customers while cultivating a dynamic and engaging workplace culture. Its easy-to-use templates save managers time, allowing them to focus on what matters most—supporting and coaching their teams. The ability to recognise achievements across the entire department has created a truly inclusive environment, and the rewards shop has been a real hit. Colleagues love being able to redeem coins for vouchers, items or experiences that genuinely resonate with them.

Culture Change, Backed by Data

Since rolling out SalesScreen across their direct-to-consumer, business, and retention teams, Vitality has seen measurable engagement and results:

  • 800+ competitions
  • 2,500+ peer endorsements shared
  • 91% of users log in weekly—many daily
  • Dashboards and countdown-style goal tracking cited as daily motivators

SalesScreen became more than a tool, it became part of Vitality’s daily rhythm.

“So I recently conducted an employee survey. The survey showed us that most people are logging in daily. We also wanted to understand why, and what keeps them coming back. We found that people really value the dashboard feature. They’re able to see where they’re up to, they love the key metrics in their profiles, and the countdowns to their goals and targets.”  — Aime Capper White, Rewards Manager, Vitality

Want to hear more success stories from our customers? Watch here!

Award-Winning Impact

The rollout’s success didn’t go unnoticed. Vitality nominated SalesScreen for New Supplier of the Year at their internal awards, where it received a Highly Commendable distinction. The recognition underscored that SalesScreen wasn’t just another platform, but a true driver of change.