When a licensed Primerica Representative offers a client a life insurance quote, makes a life sale or even brings a new recruit on board with Primerica, that Rep is putting some of our most cutting-edge technology to work – the TurboApps* suite of web-based tools.
With a high-speed internet connection and a laptop or tablet, TurboApps gives Primerica Reps the ability to do business in real time with ease and simplicity, right at the Kitchen Table. The following modules, accessible from Primerica Online, put remarkable business-building power at their fingertips.
TurboApps Quick Quote: Talking to a friend about life insurance? Many people don't know how much life insurance they might need or what it might cost. Quick Quote lets you create a personalized insurance analysis for your client – a simple snapshot of potential coverage options and costs. With this tool you can even tailor the options based on how much money your client can afford to spend a month.
TurboApps Life: Ready to make the sale? Maximize your time and your clients' by using TurboApps to enter and submit the Life insurance application electronically, in real time, right at the Kitchen Table! Some life apps even qualify for Instant Issue — you can know within minutes whether your client is approved for coverage.
TurboApps IBA: Ready to build your team? With TurboApps IBA, you can quickly and efficiently step new Recruits though the business onboarding process. In fact, many recruits can even qualify for instant-issue solution numbers, which means they can plug into Primerica Online and sign up for pre-licensing class right away! Immediate engagement means new Reps get started faster, doing the right things right away to get licensed, make sales and recruit others.
Proposals: Want to show clients how to become properly protected, debt free and financially independent? Use this TurboApps tool to help them create a customized, complimentary roadmap for achieving financial success. A benefit to anyone with children, debt and dreams for retirement.
Quality business-building tools like TurboApps enable Reps to engage clients, prospects or new recruits quickly and efficiently – wherever they may be! We love doing our part to make getting started and moving forward with Primerica a positive, exciting experience. And it just keeps getting better. Look for more mobile solutions and offline tools that can be used without an Internet connection – coming soon in 2014!
*TurboApps and proposals are available to Full Service POL subscribers only.
Tags: iPad, life insurance, New Reps, Primerica App, Primerica Online, Web TurboApps, Web TurboApps Life
Posted in: Uncategorized, Web TurboApps
New Reps, building your Primerica business takes time and effort. That means striving to look and be your best as you meet with clients and build your team. Presenting a positive, professional image to the public is important – both in person and on the web.
But building a website takes time and effort, right? You’ve got to buy your own website address, figure out how to set it up, come up with a cool design, add phone numbers and email addresses. Who has time to do that?
At Primerica, you don’t have to spend one minute doing that – because we’ve already done it for you! As a full-service POL subscriber, every new Primerica Rep automatically receives a personalized Primerica website designed to inspire credibility and confidence in future clients. It’s ready to go as soon as the new Rep is assigned a Solution Number and can be personalized at any time from inside Primerica Online. To update the website, New Reps, all you need to do is log onto Primerica Online and click the Professional Rep Website link located inside the Primerica Online Features box on the New Rep Home page.
Your new website features your name, photo (which you must choose and upload), a customizable About You article and a Products & Services section that lists all the services you are qualified to offer. Current and future clients can click the office address for instant MapQuest directions to your RVP’s office and even click the Email link to directly request more information.
New Reps, it’s easy to share your professional Primerica Rep website address. U.S. Reps, to pull up your Primerica Rep website, just type www.primerica.com/<your solution#> into the URL field on any web browser. Canadian Reps, type in www.primericacanada.ca/<your solution#> to see your website.
Having a professional website from the very start tells people you’re serious about building your business with Primerica!
Tags: New Reps, Primerica Online
Posted in: Company, POL, Uncategorized
When it comes to emails, spam doesn’t just clog up your inbox. It can also distract you from important messages, make important messages difficult to find and even potentially infect your computer with harmful viruses or worms. Spam filters are a great secondary defense, but sometimes messages still slip through. The best way to avoid spam and unsolicited commercial emails is to be careful when handing out your email address.
Also be aware of the contact settings you agree to when signing up for e-newsletters and updates. Some organizations pre-check boxes that indicate you want to receive a lot of mail, frequently, either from them or from partnering companies. Always double-check to make sure you are the one who has chosen your options.
Spam in the Box
No matter how diligent you are when it comes to giving out your email address, you may still find some mysterious messages in your inbox. It’s better to be safe than sorry, so if you see an email from an unknown address and you can tell it is spam by the title, don’t open it. Just delete it. Opening the message can itself be a signal to the spammer that this email account is active. NEVER click a link or download anything from an untrusted email message. This is often how computer viruses are spread.
You should also be cautious of unsubscribing from certain emails. Only send an ‘unsubscribe’ email reply to the address if you are familiar with it. This email may signal to the spammer that your account is active and encourage them to send you more junk mail.
The "Protect Yourself from Spam" Checklist
Just follow these six simple guidelines to help you reduce the amount of junk in your inbox and any possible hidden dangers they include.
- Don’t use your email address to sign up for e-retailer newsletters, discounts or coupons
- Read and understand the privacy terms before you share your Primerica email address online
- Don’t publish your complete email address (with @gmail.com, @hotmail.com, etc.) anywhere online
- Delete spam mail from your inbox without opening it
- Never click on a link or download anything from an email sent from an untrusted source
- Don’t send ‘unsubscribe’ replies to spam
Tags: email, Spam
Posted in: Advice, How To, Uncategorized
It’s been topping tech news for two weeks: Apple released its latest operating system, iOS7, to great fanfare on September 18! This new version sports a whole new look and feel, plus some fancy new features that promise to make your favorite apps easier to get to and use.
Great, right? But what about the Primerica App? If you’re a licensed Primerica Rep with an Apple iPad or iPhone, you may be wondering… Will iOS7 affect my Primerica App? Should I update now or wait?
Well, never fear, your Field Technology team has already tested it out for you on both devices. And the news is all good. We found absolutely NO issues with how the Primerica App works or looks while running iOS7 on either the iPhone or iPad. So go ahead – tap that Software Update button! This new version of Apple’s operating system will not affect your ability to use the Primerica App in any way. You can enjoy iOS7’s new features and continue to reach out to clients and prospects anywhere, anytime with our helpful mobile app.
Questions or comments? Send us an email at email@example.com and we’ll answer back.
Tags: iPad, iPhone, Primerica App
Posted in: Advice, Primerica App, Uncategorized
When life insurance policies lapse, clients lose out on valuable coverage to protect their families from unexpected loss. At Primerica, our goal is to keep our clients protected. And now, Primerica Reps can take advantage of updated features in Primerica Online’s Life Conservation Report that will let them know when to take steps to keep clients protected!
A quick glance at the Life Conservation Report gives RVPs and their Representatives the valuable information they need to help clients in a timely manner.
NSD Joe Tansey shares that the updated report puts all the information he needs to contact clients and resolve policy issues in one place – no more report hopping! SNSD Charles Whitener says the report saves time by putting the information he needs to follow up at his fingertips. SNSD John Lennon adds, “We can look at this report and immediately know what to do within the correct timeframe. We check it every day to stay on track.”
If you’re serious about keeping your clients protected, take advantage of the updated features on the Life Conservation Report. You’ll find it listed under Client Tools on the All Apps for Business & Client Management section of POL.
Tags: Business, Kitchen Table, life conservation, life insurance, presentations, Primerica Online
Posted in: Company, Life Insurance, Uncategorized