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As more and more business professionals are discovering, tablet computers are great for more than just surfing the Internet, playing Angry BirdsTM, and making you look cool. They can be a valuable tool with the ability to change how you do business, especially if you are always on the go.

When you are traveling from place to place to meet your clients where it is convenient for them, it’s important to have all your resources at your fingertips. Primerica Reps with full POL subscriptions know how simple it is to take Web TurboApps on an iPad, and it can be just as simple to download, access, edit and share all types of files with teammates and clients alike.

The Download Center on POL contains many tablet-friendly items from product brochures to Opp Night Presentations to multimedia clips you can use to educate your clients and motivate your team. Pro-tip: Keep your TurboApps booklets on your iPad or in the Cloud with the following apps for quick and easy retrieval. You’ll even be able to email a client a stored file directly from your iPad!

Below are a few apps that we at the Home Office and other Reps in the field use to manage and edit documents on our iPads. These aren’t the only apps out there to help you manage your iPad files. You can always search the Apple App store for more options. And be sure to check out independent reviews like those published on Cnet.

We are going to just stick with iPad apps for now since all of OUR (Primerica) technology has been certified on the iPad operating system. Keep in mind that when it comes to MOBILE devices, we recommend using an iPad* to maximize the performance of all of our Web TurboApps, including Quick Quote, IBA, Life, and the new Web FNA beta.

The Basics

More than just an e-reader, iBooks helps you manage ALL your important PDFs. You can save files to your iBooks bookshelf from your email, iTunes account or directly from the Internet. With iBooks, you can download countless presentations from the Download Center on Primerica Online, and store them until you are ready. From your iBooks library, a tap of your finger will open any number of PDFs you can share with your clients to help educate them on all aspects of being financially secure and properly protected. You can even email a document from your iBooks directly to a client!**

Cost: $4.99
GoodReader goes miles beyond what you expect a PDF reader to do. You can transfer files from the Internet (like POL’s Download Center!) or your email. Manage your PDF documents by creating folders, moving, copying, renaming and even zipping files. Possibly it’s most popular feature, annotation lets you mark-up all your PDF documents with

  • Text boxes
  • Sticky Notes
  • Highlights
  • Arrows
  • Ovals
  • Underlines
  • Strikeouts
  • And More

The Extras

Cost: $9.95
So, you want to create your exciting PowerPoint-like presentation on your iPad. Why not? Features include:

  • Pre-designed templates
  • Complex animations
  • Professional-quality slide transitions
  • Charts and tables
  • Auto-save

Docs To Go
Cost: $9.95
This is app for doing some serious document editing on your iPad, iPhone or iPod touch. It allows you to view, edit and create Microsoft Word and Excel files and view PDFs. For an added charge you get the Premium edition which allows you to edit Powerpoint presentations, too.

Word To Go has many of the standard features in Microsoft Word including, but not limited to:

  • Character formatting
  • Paragraph alignment
  • Auto bullets and numbering
  • Find & Replace
  • Word count
  • Opening password protected documents

Sheet To Go is your Excel companion and allows you to:

  • View/Edit/Create Excel Spreadsheets
  • Freeze Panes
  • Sort
  • Freeze rows and columns
  • Insert/delete/resize/hide & unhide rows and columns
  • Work with multiple worksheets

And PDF To Go allows you to…well…view PDFs.

On the Go and In the Know!
As tablet devices and apps gain momentum, the ability to conduct business wherever you go grows, too. It’s not enough to own the latest gadget or gizmo; learning how to get the most out these innovations is the key to building your business and serving your clients.


*Don’t worry Android-lovers, we are burning the midnight oil to make our Web TurboApps compatible with all browsers and operating systems. Stay tuned!

**You must comply with Primerica’s email policy.

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This entry was posted on Friday, November 11th, 2011 at 5:57 pm and is filed under How To, Technology. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.

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