Health Plans Made Easy

Not everybody feels confident selling pet health plans to clients and as a result their benefits often go unpromoted. 

Boost Pet Health Plan Subscriptions

Not everybody feels confident selling pet health plans to clients and as a result their benefits often go unpromoted. Pet health plans are most successful when they sit comfortably within your practice’s range of services, with their many benefits clearly visible to clients. Membership levels peak when the plans speak for themselves, without the hard sell that deters both your team and your clients from discussion. This practical one-day pet health plan training course embeds the confidence and skills required to successfully communicate plans with owners at the reception desk, online and in the consult room.

Improve your teams performance!

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Find all our available training courses here!

Effective and Convenient Health Plan Training

Health plans are great for owners and their pets, as well as being very good for business. Compliance rates with routine preventative care improve when clients are members of a plan that spreads the cost of care throughout the year, providing convenience and peace of mind. Onswitch recommend that practices target a minimum of 15% of active client pet health plan membership – this training course will help everyone in your team feel more confident in discussing plan benefits with clients.


Topics covered in the health plan training day include:

  • Why pet health plans are good for pets and their owners
  • What pet owners want from your practice to help them take care of their pets
  • When to talk about pet health plans
  • Key messages about plans and what to say at each of the customer touch points:
    • Online
    • On the phone
    • At the reception desk
    • In the consult room
    • In practice materials

Recommending Pet Health Plans

The benefits of plans should be reiterated to owners in client conversations with receptionists, nurses and vets, although it is important that the discussion is clearly focused on providing best care for the pet alongside convenience for the client – it should never feel like a hard sell or be shoehorned awkwardly in at an inopportune time. With the right vet health plan training your team will soon be confidently and naturally sharing the advantages of membership with clients and boosting plan take up.


Pet health plan training takes place onboard Bertha bus, Onswitch’s custom-fitted mobile training venue. The course runs from 10am to 4pm, with a hearty lunch and all the tea and coffee you can drink included. Bertha’s schedule takes her right around the UK every three months, so there is sure to be a date and a location that suits your team. However, in the unlikely event that you can’t find a convenient session, we can even bring Bertha to your practice for a bespoke private day with your team. Course content can be tailored to meet your specific training needs and focus on the unique challenges and opportunities that exist for your practice.


Every course attendee on the pet health plan training day will enjoy uniquely engaging and highly interactive training delivered by experienced and enthusiastic trainers who have all worked in veterinary practice themselves.


When you buy the #First4Tickets we can bring Bertha closer to your practice when we are in your area. This makes it easier for your team to get to their CPD day, but you will have to be quick as its only the first four tickets that gets this option!

To get #First4Tickets please call 01476 565 343 and speak with Carole or Danny in the Bertha Team.

Find all our available training courses here!

Bertha Private Hire

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2 days ago


Evening all

It has been a very interesting few weeks

We have been doing lots of 3 hour consultancy and training sessions with practices to help them find ways of smoothing their workflow, managing the client flow and reducing the team workload

Building on previous debates over the last few weeks on here it is good to see these sessions are finding quick wins to help practices reduce volumes of workload, in the main the inbound call

By mapping the individual steps each practice has for client for the everyday calls - vaccines neuter repeat meds pay bills etc - we can spot duplication or repetition or missed opportunity to smooth the flow and ease the workload for teams and make it simpler and smoother for clients

#CX #TX #PeopleX

So after all the sessions so far ( bookable via MSD and EasyDirectDebits) there are a few common threads
So rather than making an unnecessary step more efficient - get rid of it altogether!

Solutions so far:

1. Get more PDQ machines Get paid dont ask them to call back to pay!
2. Get an outside “Marshal” to arrive folks & manage meds dispense and general keeping the car park moving - stop the “ Ring us when you are here”
3. Preempt repeat medicine - you know when they will run out so call owners to sort Repeat script or checkup , take payment and arrange ship or collect
4. Get reminder calls outbound! Stop the inbound Calls . Call owners Book appointments
5. Use your online booking .Help folks book and sort themselves
6. Use “web live chat” to solve those “ are you open ?” “Are you doing dentals yet?” Stop the inbound call
7. Put your Health Plan joining up details on line!
8. Paint numbers on your parking bays ( make bays if you dont have bays) then you can ask owners what bay they in if you need to!
9. Create a home worker rota Do out bound calls Follow up post ops , booster calls , chase payments etc
10. Get a medicine delivery subscription set up to manage repeat ongoing parasite and long term meds!
11. Use video consulting for post op checks, nurse consults, any triage consults if owner in doubt , to keep traffic flow lighter Offer the option some will do

Each practice so far has found a few key steps that will help
#Consultancy #JFDI
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3 days ago


Great to see this gazebo and pop up room, another example of #DoingThingsDifferently
The pop up consult rooms and use of gazebos is really helping folks and smoothing the flow of workload
Smoothing the flow of patients and people is so helpful at the moment and will help keep both people and patients a little less stressed too
Great move Greensands Vets 👍
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Always a good place to start when we start talking about costs!
So what folks experience matters
How was the #CustomerExperience around the purchase?
#cx matters as it is the memory of the purchase
No #memorable #cx it is purely a price / cost memory #cx

#veterinary #local #community

Liked this one and so very true #OneVetTeam

Team time to
is so important
Great to hear ...wish we were there! Fancy being the boss?
Open your own practice?
Why not!
Now is a good time to be #Different #Local #Community
#business #OneVetTeam

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01476 565343

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