Saying we were using Roambi™ before it was featured in Fortune is like saying we liked the band before it became famous. But we were, and we did.
For the past month, Primerica NSDs and above have been beta testing this innovative business tracking tool that Michal Lev-Ram of Fortune says has the power to “put the PC on ice and turn your…laptop into a bookend or decorative paperweight.”
As part of your full-service POL subscription, you’ll be able to download the Roambi app for FREE. Currently available to all RVPs and above, Roambi connects you to Primerica and displays your personal and team business data transformed into interactive graphic, visual reports on iPhones and iPads.
An extensive help section accessible through the Mobile POL home page teaches you how to install, set up and manage the Roambi App. You’ll also see detailed examples of available reports like the New Rep Super List, Life Conservation, 3rd QTR Equity, Fast Start Bonus, Build Equity Now, Production MTD and more. We’ll continue to update these help guides as more reports are introduced
Not an RVP yet? Don’t worry! We plan to release this new business tool to ALL Primerica Reps in the next 30 days.
Roambi™ Highlights
- View your personal and team production data transformed into interactive visualizations and dashboards on your iPhone or iPad
- Access, refresh and manage your important Primerica business data – wherever you are, whenever you need it – right from your mobile device.
- The interface is visual and quick. Interact with, filter, sort and
analyze your data – with the touch of your fingers. - Reports contain your team’s contact information so you can email or call them directly from the app to recognize, encourage and follow up with them right away.
Learn More About Roambi
Tap the Roambi Central icon on the Mobile POL homepage from your iPhone or iPad to learn more. You can also download the Field Technology Workshop presentation from Convention or the Connect Magazine to learn more about Roambi and our other tech initiatives.
This entry was posted on Wednesday, July 13th, 2011 at 11:21 am and is filed under Primerica, Roambi, Technology. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.