Introducing the NEW DASHBOARD

Transcription

TAP THE POWER OF PRIMERICA TECHNOLOGY
PRI ME RI CA CONVE NTI ON 2015
Primerica Now
Introducing the NEW
DASHBOARD
Just the Right Info
at Just the Right Time!
It’s time to accelerate
your success with the next
generation of mobile tools!
NEW TOOLS
•
•
•
•
•
Real-Time Production Leaderboard
Updated Contact Manager
Streamlined Mobile FNA
Team Stream Chat Tool
Client Relationship Manager
ALL-NEW NOTIFICATIONS
ALERT YOU TO WHAT’S
IMPORTANT!
GET ALL THE DETAILS
in the Technology Workshops:
Thursday & Friday, 9 a.m. to 12 noon
For internal use only. Not to be used with, or distributed to, the public.
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JOIN THE MOBILE REVOLUTION!
THE POWER OF
PRIMERICA TECHNOLOGY
Throughout our history, Primerica has
pursued cutting edge technology to
support our field sales force as they help
Main Street families achieve financial
security. And now – we’re delivering the
next generation of mobile
business management tools
with the New Primerica App!
The New Primerica App forms the foundation for a unified, crossplatform experience that allows you to build your business where you
want, when you want & how you want from the device of your choice –
smartphone, tablet or on the web! We’re focused on:
• Transforming Primerica technology to be fully mobile friendly
• Designing apps that are easy to access and usable on any mobile
device
• Allowing you to work both online and offline while syncing your data
across all devices
• Providing searchable content so you can find what you need – fast!
Available with your Full Service Primerica Online (POL) subscription, the
New Primerica App is an integral part of your success as you build your
Primerica business.
YOU NEED POL TO SUCCEED!
Go to www.primericaonline.com today!
THE NUMBERS SPEAK
FOR THEMSELVES…
NEW REPS USING POL FOR AT LEAST
TWO MONTHS ARE:
• 2x more likely to attend & complete
pre-licensing class
• 3x more likely to get licensed
• 4x more likely to make a sale
Over 90%
of all submitted business comes
from POL subscribers!
Register for POL, download the New Primerica App and check out the
power of Primerica Technology for yourself.
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W HAT’S IN S I DE
TH E N EW P RI MERI CA A P P
Introducing the New Primerica App!. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Download the New Primerica App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
HOME
Latest Company News!. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Training & Development. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Media Vault. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
PRIMERICA NOW
Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
90-Day Activity Tracking card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Engage for 90 Competition card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Fast Start Bonus card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Personal Best card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
90 Day Recruit Tracker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Team Track. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Transaction Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
REWARDS & RECOGNITION
Engage for 90 Leaderboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Production Leaderboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
TOOLS
Mobile FNA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Quick Quote. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Financial Calculators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Contact Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Base Shop Team Stream. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
F N A ADVA NC ED RET I R EMEN T MO D UL E
Preparing for Retirement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
CLI E N T R E L AT I O NSHI P MA N AGER
The Benefits of Caring for Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Find Person & Quick Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Client Profile View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Investment & Savings Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
TH E P OW E R O F P RI MERI CA O N L IN E
TurboApps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
My POL - Dashboard & All Apps Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Morningstar Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Virtual Base Shop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
PFN TV – Primerica’s Own TV Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Primerica Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Your Primerica Business Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Product Discounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Wireless Discounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Join Me Online Meeting Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Deductr PRO. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
N E E D S U PP O RT ?
All-New RVP Premier Support Line. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Tech Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Field Technology Page Resource Centers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Provide Feedback. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
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THE NEW P R IME RI CA A PP
INTRODUCING THE NEW
PRIMERICA APP!
The New Primerica App provides the foundation
for our cross-platform mobile strategy. Check out
these awesome mobile tools that help you build an
incredible Primerica business!
HOME
Catch Up on the Latest Company News!
From the New Primerica App Home screen, you can stay up-to-date on all the latest
company news, incentives and success stories. You can even submit your own
success story from the bottom of the Home page.
Training & Development
Watch videos for motivation, product knowledge, self-help improvement, sales skills,
and mastering the business. Spanish language resources are included, too.
Media Vault
Browse a library packed with company-approved presentations, brochures, videos
and audios guaranteed to help you build every part of your business from your first
Opp Night and beyond. Categories of information are:
• Business Essentials • Presentations • Video • PFN-TV • Event Speeches
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COMPANY NEWS & EVENTS
TRAINING & DEVELOPMENT
MEDIA VAULT
DOWNLOAD THE NEW PRIMERICA APP FOR SMARTPHONE AND TABLETS
ANDROID 4.0+ USERS
Go to the Google Play Store, search for Primerica App, select
Install.
APPLE iOS 7+ USERS
Log into Mobile POL and tap Primerica App in the menu. Tap
Download. Check the iOS App Store soon for availability!
Apple Users: To receive notifications, Allow notifications and access to your
location when prompted.
DON’T HAVE AN iOS OR
ANDROID MOBILE DEVICE?
Access it on the web from your laptop or computer. Log in to POL
and click primerica app (web version) at the top of the screen.
To access the New Primerica App, you must be a full-service
POL subscriber!
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THE NEW PRIMERICA APP
PRIM E R I CA NOW DAS H BOA R D
JUST THE RIGHT INFO @
JUST THE RIGHT TIME!
PRIMERICA NOW
Primerica Now is your next generation business and team tracking system!
• Just the right info is automatically delivered at just the right time – No searching needed!
• Information is personalized based on your title, location, team, clients – your business!
• View details for all aspects of your business: Life, Recruits, Investment & Savings, Team, Recognition
and Clients!
• Phase one of this multi-step effort is available now and provides tools to help New Reps succeed in
their first 90 days.
In addition, Primerica Now is supported by real-time device Notifications (like upcoming appointments)
that tell you what you need to know and what needs your attention. See page 23 for more info on the
Notification system.
“Helping New Reps Succeed in their First 90 Days.”
DASHBOARD - FOR NEW REPS
The Dashboard provides a set of easy-to-read cards focused on getting New
Reps field trained, life licensed and competing for rewards and recognition. As
New Reps work toward their life license, go on field training observations and
build a team, these activities earn points and virtual badges. They can track
their achievements and progress on the Primerica Now Dashboard.
“What I like about the Dashboard is having everything at the touch
of your fingertips. It’s so much easier and faster to have it all in
one place. This is huge! Just log in to the app and you can see the
actions you need to take, in real time. It’s a great way to check your
contest standings. At meetings you can just pull up the app and show
everyone. You don’t need to print anything out.”
— NSD Glen and Xiomara Li • Staten Island, NY
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“All Your Activity — At a Glance.”
90-DAY ACTIVITY TRACKING CARD FOR NEW REPS
New Reps can view all completed activity at a glance for SuccessRIGHTNow life licensing, the Fast Start Bonus
and the Engage for 90 competition.
Tap the info icon for more detailed information.
Tap the number of days left to see the expiration date.
You’ll see a row every time you complete a milestone or an activity that impacts progress towards
SuccessRIGHTNow life licensing, the Fast Start Bonus or the Engage for 90 Competition.
“Are You On Track for an iPad Mini?”
ENGAGE FOR 90 COMPETITION CARD FOR NEW REPS
E90 LEADERBOARD
CONTACT MANAGER
New Reps can track
their rank as they
compete with other New
Reps who started the
same week. They can
maximize their score by
using Contact Manager
to qualify contacts,
set appointments and
complete FNAs. See
page 20 for more info on
Contact Manager.
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PRIM E R I CA NOW DAS H BOA R D
“Will You Earn Your $300 Fast Start Bonus?”
FAST START BONUS CARD FOR NEW REPS
New Reps can track Recruits, Life field training observations and Life Licensing checkpoints
as they strive to earn the $300 Fast Start Bonus.
Tap the Recruit or Life FTOs/Apps links to see detailed activity.
See page 12 for more info on the Transaction Details report.
Tap the link to show/hide your class schedule.
Tap a class session to view more details.
COMING SOON…
SuccessRIGHTNow License
Tracking card
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“Know Where You Stand – And Beat Your Personal Best!”
PERSONAL BEST CARD
FOR ALL REPS
The Personal Best card compares current month’s
production against your all-time personal best and
notifies you when you set a new production record.
Use filter icon to
change your view
COMING SOON…
• Trend comparisons to the same time period last year
• Set and compare personal goals for your business
MORE PRIMERICA NOW CARDS IN THE WORKS...
Fight Club
Compete head-to-head with your
peers across the company.
My Leaderboard Standings
See where you stand on leaders
bulletins.
Contest Standings
See where you stand in the
current contest.
And Other Cards
Like These…
• Bonus Qualifications
• Equity Opportunities
• On Track for Promotions
• Recognition
• Business Tracking
• Client Relationship
Management
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PRIM E R I CA NOW R E PO RTS
ON-DEMAND MOBILE REPORTS!
The Primerica Now Reports tab provides mobile-friendly access to key business tracking reports.
“Track New Reps in their First 90 Days.”
90-DAY RECRUIT TRACKER
FOR RVPS & FIELD TRAINERS
View details on all New Rep activity.
1. Number of Days In
2. Latest license
achievement
1
2
3
3. Current field training
activity
4. Banked/earned Fast
Start Bonus
5. Engage for 90
Competition Rank
Grouped by Field Trainer so RVPs can see Field Trainer totals.
Tap a recruit’s name to see their personal Dashboard cards.
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4
5
“First Time Ever! Real-Time Base Shop Rankings”
TEAM TRACK FOR ALL REPS
The Team Track report lists your Base Shop team ranked by the specific category
you choose – Life Premium, Recruits or Cash. Real-time data means you can check
throughout the day for your most up-to-date status as business comes in!!!
Use filter icon to
change your view
COMING SOON…
• More lines of business
• Comparison to your
Personal Best & Goals
you set
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PRIM E R I CA NOW R E PO RTS
“Real-Time View of Submitted Business Transactions!”
TRANSACTION DETAILS FOR ALL REPS
The Transaction Details report lists all activity for Life Premium, Recruits and Cash. Real-time data means you can check throughout the day
for your most up-to-date status as business comes in!
Tap the Filter icon to
change your view.
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TRANSACTION DETAILS – RECRUITS
TRANSACTION DETAILS - CASH
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REWA R DS A ND R ECO G N I T I O N
CHECK OUT THE
NEXT-GENERATION
COMP SCOREBOARD!
Under the Rewards & Recognition section, Reps can access the next generation of Comp Scoreboard
tools starting with the Engage for 90 Leaderboard and REAL-TIME Production Leaderboard!
ENGAGE FOR 90 LEADERBOARD
The Engage for 90 Leaderboard shows the standings of all New Reps as they complete key field training
and licensing activities during their first 90 days.
1. Tap a Name for quick access to call, text or email.
2. Tap a score to view all activity details, achievements and checkpoints of any New Rep.
3. Tap the Filter icon to change your view. Use the Search icon to quickly find a Rep in the list.
4. Recognition Certificates are pre-printed with Primerica CEO Glenn Williams’ signature!
E90 RVP VIEW
RVPs land on the Base Shop tab by default. Tap the Filter icon to switch views for New Recruits, Field Trainers and the Million $ Hierarchy.
Tap an Achievement or Score to
view all activity details.
1
1. NEW RECRUITS
Track New Reps and recognize
them at weekly meetings.
2. FIELD TRAINERS
Challenge Field Trainers to
compete against each other.
3. MILLION $ HIERARCHY
View where your M$H ranks
with all others.
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3
ENGAGE FOR 90 LEADERBOARD WITH NEW REP ACTIVITY DETAILS
3
1
2
4
“Our team attracts a lot of
young people. They come in
and go really fast with the
business. They don’t mind
setting 20 appointments a
week. But you must be able to
engage them right away or they
lose interest. When we show
them how to set appointments
or check their Leaderboard
standing on their phones, they
love it. Engage for 90 puts
them on the path to get going
with the right activities. And as
an RVP, I love the recognition
reports all in one place on the
Leaderboard. I use them for
recognition all the time.”
— NSD Mark & Nuvia Hansotia
Phoenix, AZ
E90 FIELD
TRAINER VIEW
See where you stand with
other Field Trainers on the
Base Shop tab.
Tap a Rep’s Score to see
activity details.
15
REWA R DS A ND R ECO G N I T I O N
“First Time Ever! Real-Time Production Leaderboard”
PRODUCTION LEADERBOARD
You’ll see the Production Leaderboard updated in REAL-TIME immediately as Life
Apps and IBAs come in.
AWESOME NEW
FEATURES!
• Real-time data is based on submitted business. When you receive your Biz Blast
email, you have potentially moved up on the leaderboard right then!
• Track current month until month-end close-out is completed.
• Use the Filters to view next month’s production numbers during close-out period.
• Final numbers will still be updated as business is processed.
Filter the view to display JUST your Team’s rankings.
Check throughout the day for your most up-to-date status!
The maple leaf indicates Canadian Reps.
16
CHALLENGE SCORE VIEW
Your Challenge Score is used to determine your rank in
the new Fight Club head-to-head competition.
CHALLENGE SCORE
= LIFE PREMIUM +
(RECRUITS X 1000)
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MOB ILE F NA • Q UI CK Q UOT E • CA LCUL ATO R S
PRESENT YOUR CLIENT’S FIN & INCOME
PROTECTION NUMBER IN UNDER 5 MINUTES!
MOBILE FNA
Our flagship tool – the Financial Needs Analysis – has been transformed! The Mobile FNA is streamlined
to include the two most important numbers – your client’s Financial Independence Number (FIN) and
Income Protection Number.
Create a custom analysis on demand with simplified data entry and
easy-to-read charts that clearly present your clients’ financial picture!
1. Print or email directly to your clients with the pages you want to include and in what order.
2. Tap premium to change products or create a custom quote.
3. Start TurboApps Life and IBA apps with auto-populated client data (on web and tablets; internet
connection required)
Presentation format lets you share with clients as you create their proposal.
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2
3
COMING SOON…
• Start TurboApps Securities apps auto-populated with client data.
• Capture the client’s Monthly Commitment amount to help
implement their proposed program.
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“Generate a Custom Quote in Under a Minute”
QUICK QUOTE
Includes the Premium
Table for comparing up to
25 quotes in one view. The
Premium Table is the perfect
lead-in to upsell.
From the menu, print or
email directly to clients. And
view the commission chart
to see what you’ll get paid.
Includes Support for New Life Products – US & Canada
Now available in Mobile FNA and Quick Quote for approved states/provinces. See POL for details and
approved states.
“Calculate Hypothetical Savings & Loans Values”
“I like the new Mobile FNA! It is
simple to use and condenses
timeframes. It’s faster and easier to
process for both clients and reps.”
FINANCIAL CALCULATORS
Print or email the results
for BOTH – all from your
mobile device!
— SNSD Mario & Franny Arrizon
Riverside, CA
Choose the value you
want to calculate.
“We have TOTALLY switched
over to the mobile FNA. Our
millennials love it on the new
app. It’s quick, it’s empowering. It
makes them look good because
they can generate a Financial
Independence Number within
minutes. And that’s the number
everybody wants to know.”
View details year-by-year
or month-by-month.
— SNSD Lawrence &
Connie Walker
Los Angeles, CA
19
CONTACT MA NAG E R
MANAGE CONTACTS, TEAM, APPOINTMENTS &
FOLLOW UPS IN ONE CONVENIENT LOCATION!
CONTACT MANAGER
An updated Contact Manager, with improved design and more robust functionality, helps you upload and
qualify contacts to create a personal warm market list in minutes!
1. The Search feature lets you search the list you are currently on.
2. In the menu, tap Import Contacts or choose the Getting Started Tutorial to be guided through…
1
2
3
3. Convenient mobile features let
you tap any name to:
Make a phone call
4
Send a text
Send an email
View address and get GPS
driving directions
View the contact profile
for more info
4. Tap the Activity tab to access
any Mobile FNA or Quick Quote.
Continue scrolling down to see appointments, follow ups and notes.
20
“All Reps Can View Their Team”
All Reps can view their Team
List. RVPs/Field Trainers can
view Trainees and Trainers lists,
and they can access a trainee’s
contacts to help assist in field
training activities.
Tap a team name to view the
Rep Profile with a new Base
Production Summary section
including a Team Captain status.
“Track All Appointments and Follow Ups at a Glance”
A new global list shows ALL appointments and follow ups.
Tap an appointment in the list to see all the details.
Notifications are automatically sent to your device to remind you of upcoming appointments and follow ups.
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TE A M ST R E AM
COMING SOON! BASE SHOP TEAM STREAM!
“Real-Time Chat with the Entire Base Shop!”
It’s time to stop shopping for the latest chat app with limited features and group size. You can
experience the power of unlimited, real-time team communication through your Full Service POL
subscription and the New Primerica App!
Use Team Stream to organize events, coordinate activities, recognize achievements, and promote
competition. With Team Stream, the RVP’s Base Shop group is automatically created and maintained with
NO LIMITATIONS on group size! New Reps are added to the group when they download the New Primerica
App – and a new post welcomes them to the team!
Post Messages – Inspirational quotes, team challenges, month-end motivation… there are lots
of reasons to talk about your Primerica business with the team!
Share photos – Pics can say more than words! Snap a pic on the go or share old ones of great
team moments.
Share videos – Share team events as they happen. Take a new video right from the app or
upload an old one.
Share Audio – Let the team hear your voice!
Share your thoughts through the device
record feature.
“The Team Stream feature is
powerful. It gives us a tool on POL
that’s just for communication.
For new recruits coming in, it’s
important for them to feel like
they are part of something.
When they complete their first
KT or bring in their first recruit,
the whole team is behind them,
cheering them. Same thing goes
for people who’ve been in the
business for a while. It’s a way to
recognize performance and drive
competition in real time, outside
of meetings, which is fantastic. I
believe Team Stream will change a
lot of teams for the better.”
— NSD Jeff & Kelcey Fieldstad
Las Vegas, NV
22
Like messages – Sometimes a message doesn’t
need a typed text response.
Tap Like to show you care.
Gallery view – Easily explore all pics shared with
the team in one convenient location.
Quick Contact info – Tap a Rep’s name to
instantly call, text or email.
IN THE WORKS...
• Send private direct messages.
• Receive notifications on activity, likes and mentions.
• Search all messages for key words or a topic you
remember.
• Create your own custom groups for segments of the
team (top producers, New Reps, etc.).
• RVPs will be able to set preferences for real-time
automated recognition messages (new IBAs, sales,
promotions, leaderboard movement, etc.).
NOT IF I CAT I O NS
NOTIFICATIONS
“Notifications Alert You to What’s Important!”
• Real-time notifications are sent to your device telling you exactly what needs your attention.
• Includes built-in action steps that take you directly where you need to go – no digging needed!
• If you miss a real-time notification, you can always view them in the Notifications Inbox.
AVAILABLE NOW!
• Upcoming appointments, follow ups with links to appointment details and driving directions
• New business submissions (Life and IBA)
COMING SOON…
• Take action on Apps needing approval.
• Be notified of key business activities as they occur, like EOT renewals, PAC
changes, license renewals, etc.
• Know where you stand in the latest contest and access the leaderboard.
Apple Users:
To receive notifications, allow
notifications and access to your
location when prompted at
initial login.
In the Works:
Set preferences for the
notifications you want to see.
Notifications are
accessed from the
bell icon at top of
the screen.
23
FNA A DVANC E D R E T I RE M E N T M O D UL E
HELP YOUR CLIENTS EVALUATE THEIR
RETIREMENT OPTIONS
COMING SOON!
WEB FNA ADVANCED RETIREMENT MODULE
PREPARING FOR RETIREMENT
Preparing for retirement is no longer as simple as looking at the calendar and picking a date in the
future. Your clients face new challenges and opportunities in making their decision. Their financial
situation, job prospects, lifestyle preferences and future expenses are important factors to consider.
That’s where the web FNA’s Advanced Retirement Module can help. Designed exclusively for securities
licensed Reps, this new FNA retirement planning tool indicates where your clients stand financially and
gauges the likelihood of meeting their retirement needs.
FEATURES
• Available in the web FNA for easy access and integration with clients overall financial program.
• Supports clients who are currently in retirement in addition to clients who are saving for or nearing
retirement.
• Integrated PFSI Investment Profile Questionnaire and Model Portfolios.
• Uses a Monte Carlo simulation to estimate the probability of the clients’ plan being successful and
their portfolio lasting for the duration of their retirement.
• Allows you to enter special retirement expenses like travel, gifts, health and dependent care
expenses, additional income sources (like part-time work or rental property), and proceeds from the
sale of specific assets. Each expense or income item can be set as one-time or recurring with custom
start and stop dates.
24
WHAT IS MONTE CARLO
SIMULATION?
Monte Carlo simulation gives you a
more realistic assessment of how
the future may unfold by looking at
a wide variety of potential market
scenarios that take fluctuating
market returns into account.
Instead of basing calculations on
just one average rate of return,
the Advanced Retirement Planner
generates hundreds of simulations
of what hypothetically may happen
to the client’s assets during their
retirement.
Each simulation includes up and
down markets of various lengths,
intensities and combinations.
1
Calculates retirement strategies for overcoming potential shortfalls including saving more, reducing retirement
spending, delaying retirement and/or adjusting asset allocation
2
3
New FNA print pages provide a streamlined visual depiction of your client’s retirement analysis:
1. Shows how the client’s investment allocations change over time.
2. Shows your clients the most tax-efficient way to withdrawal savings from their accounts, including Required
Minimum Distributions.
4
3. Social Security Optimizer identifies the optimal age and filing method to maximize your client’s overall
cumulative Social Security benefits.
4. Your client’s retirement assets and income streams are displayed on one page to provide a complete view of
their potential income throughout retirement.
25
25
C L IE NT R E LAT I O N S H I P M A N AG E R
HELP CLIENTS & INCREASE YOUR CASH FLOW WITH
CLIENT RELATIONSHIP MANAGER
THE BENEFITS OF CARING FOR CLIENTS
“Don’t forget to ‘mine for gold’ within the existing clients you already have!”
Let’s face it: A group of happy,
satisfied clients is your best
source for free advertising! By
consistently investing time and
interest in your clients, you
can reap rewarding long-term
benefits. The CRM system helps by
putting active life and securities
clients at your fingertips. You’ll
find personal contact info,
product relationships, account
details, notes, appointments and
follow-ups all in one place for fast,
convenient access online.
COMING SOON…
• Mobile integration with
Contact Manager
• Ability to merge clients
• Track held-away and
potential future investments
• CRM Alerts like PAC changes,
transfer of assets, life
conservation, etc.
• House-holding
FIND PERSON & QUICK LISTS
Access CRM from the client relationship manager (find person) link at the top of the POL screen.
The Activity
icon indicates
that this client
has notes,
appointments
or follow-ups.
You can find any
active Contact,
Rep, or Life &
Securities Client.
One click provides quick access to these lists:
• Follow Ups and Appointments - Including those from Life
Manager, Recruit Manager, Life Conservation, etc.
• Client Birthdays - A birthday gives you a concrete reason
to touch base with clients you haven’t contacted recently.
• Active and Terminated Life Clients – Quick access to
opportunities for follow up and re-visitation.
“We’ve followed up with clients every 90 days for the past 15 years. What we’ve seen with this system
is every year our business gets bigger. Every year our production grows. And because our clients
hear from us on a regular basis, they know we care and they feel better about their decision to work
with us. We not only get more referrals, we get better referrals. It makes a difference when you’ve
worked with someone for 8 or 10 years. If you take care of your clients, they will take care of you!”
— NSD Howard & Maria Lashner • Huntingdon Valley, PA
26
CLIENT PROFILE VIEW
2
1
1. View the contact information
on file for each account.
3
2. Client relationships
3. Account summary with links
to Recruit Manager, Life
Manager and new Securities
details page
4. Notes, Follow Ups and
Appointments consolidated
from other POL apps
4
Answers three key client questions:
ALL-NEW INVESTMENT & SAVINGS DETAIL VIEW
• What are my Contributions?
• How is my Performance?
• What is my Balance?
• Smart links into Client Account Manager (CAM) land
on the selected client’s details.
• You can see the exact date for the reported rates of
return. If rates of return are not based on inception
date, you will see performance start date.
• More timely data is provided by Morningstar
We are working to get additional fund families reported by Morningstar.
27
THE P OW E R O F P R I M E R I CA O N L I N E
“It’s a fact – you can’t win in Primerica without using Primerica Online. Check out some of
the other tools and resources available to you on POL with your Full Service subscription.”
TURBOAPPS
PRIMERICA MAIL
TurboApps, accessed from the top of the POL screen, allows Licensed
Reps to complete web FNAs, Quick Quotes, Life Insurance Applications,
open retirement and other savings or mutual fund accounts, and use the
IBA to sign people up for our incredible business opportunity – all online
and electronically!
When you set up your POL account, you get your very own professional
business email account with an @primerica.com handle. Access
Primerica Mail at the top of the POL screen,
MY POL - DASHBOARD & ALL APPS VIEWS
• Dashboard – Access to bulletins, reports, messages and alerts, and shows
a personalized look at all your production and compensation numbers.
• All Apps – View a comprehensive list of ALL available reports and tools
for: Compensation, Competition and Recognition, Track My Business,
Monitor My Team, Client Tools, and Other Tools.
MORNINGSTAR TOOLS
Morningstar’s industry-leading tools are available under the Products tab
- Investments & Savings in the left side menu.
• Client Account Manager (CAM) – View your clients’ investment and
savings accounts.
• Portfolio Solutions – Create personalized investment presentations of
Morningstar output reports for your clients.
• Hypothetical Illustrator – Create hypothetical illustrations on all
mutual funds offered by PFSI.
VIRTUAL BASE SHOP – PAPERLESS OFFICE & ONLINE
FILING CABINET
Paper apps and other client documents can be loaded into VBS to
create an online client file for record keeping/audit purposes. TurboApps
IBA, Life, Mutual Funds, Variable Annuities, Securities New Account
Confirmations, and Securities Managed Accounts are automatically
uploaded to VBS. VBS can be accessed from the top of the POL screen,
PFN TV – PRIMERICA’S OWN TV NETWORK
YOUR OWN PRIMERICA BUSINESS WEBSITE
Boost your web presence with prospects and clients by sharing your own
personalized Primerica business website. Go to My POL – All Apps - My
Info icon. Then tap Create My Web Site in the left navigation area.
PRODUCT DISCOUNTS
Go to Field Support – Field Technology - Resource Centers - Product
Discounts for more details on the following special offers for
Primerica Reps:
• Wireless Discounts
Exclusive discounts on personal wireless services with most major
carriers in the U.S. and Canada can save you up to 27% per month!
Follow the link to your wireless service provider’s special Primerica site!
• Join.Me Online Meeting Tool
Looking for a fast, easy online meeting tool to engage clients, schedule
a training session or fire up your team? Join.me is offering Primerica
Reps a special opportunity to purchase a one-year Pro subscription
for half price. Or, you can start with the free 14-day trial. You must use
your Primerica email to sign up.
• Deductr PRO
With its mobile apps and bank / credit card sync, Deductr PRO
helps you maximize your business tax deductions by tracking them
automatically, virtually eliminating the need for a manual system. Now
available for Canada Reps, too! Select Deductr at the top of the POL
screen or from the menu inside Mobile POL. Special Deal for New Reps:
Register for Deductr PRO within your first 30 days of signing up for Full
Service POL and you’ll get Deductr for 90 days for just $1!
For the newest recruit to the SNSD, PFN TV under the POL Home tab is your
go-to source for motivation and inspiration! A fast-paced, high-energy
format features field leaders, recognition, breaking news, special feature
segments, social media integration, and a variety of content.
28
TURBOAPPS
MY POL DASHBOARD
PFN TV - PRIMERICA’S OWN TV NETWORK
MORNINGSTAR TOOLS
29
NE E D S U P P O RT ?
“Have a question on your favorite tool or app? Want some info on a new one?
Check out all the tech help available to you through your POL subscription.”
ALL-NEW RVP PREMIER SUPPORT LINE
RVPs, when you call the Tech Support line during regular business hours, you’ll be automatically directed to an all-new
dedicated premier support desk at the Home Office that provides superior one-on-one service specifically for RVPs.
Fast and efficient one-stop assistance covers all aspects of POL including technical help, product support and billing.
OPERATING HOURS (ET) — MONDAY - FRIDAY 8:00 A.M. - 6:00 P.M.
After Premier Support hours, RVPs are routed to the primary Tech Support line for help.
TECH SUPPORT
Tech Support is available for all Reps by phone, fax or
email for questions on all POL tools and applications.
Operating Hours (ET)
Monday - Saturday, 8:00 a.m. - 10:00 p.m.
Sunday, 11:00 a.m. - 8:00 p.m.
Best Times to Call
8:00 a.m. - 10:00 a.m. Monday - Friday
6:00 p.m. - 10:00 p.m. Monday – Friday
Phone: 1-888-737-2255
Fax: 1-470-564-7770
Email: [email protected]
POL FIELD TECHNOLOGY PAGE AND
TECHNOLOGY RESOURCE CENTERS
The Field Technology page under the Field Support tab is
your one-stop shop for:
• News articles and features about upcoming and recent
technology releases
• A library of how-to video Tutorials that help you use
our tools and apps
• Detailed Resource Centers dedicated to providing
training info on a specific tool/app
• Engage for 90 Success Stories featuring brand New
Reps who are working hard in their first 90 days to
succeed
PROVIDE FEEDBACK
We want to hear from you! Please email us your product
suggestions at [email protected]
NEW FEATURE NOW AVAILABLE! AUTOMATED POL PASSWORD RESETS FOR ALL REPS!
Call the Tech Support line and follow the prompts to receive a temporary password at your personal email address on file. Then use that
temporary password to log in to POL. You’ll be prompted at log in to change your password.
30
WHAT THE FIELD IS SAYING:
MOBILE FNA
“The Mobile FNA keeps us focused on the fundamentals
– doing what’s right for the client. It’s simple, duplicable,
fast, and it gets the job done. Great tool!”
— NSD Jeff & Kelcey Fieldstad • Las Vegas, NV
“I love that the Mobile FNA is offline! It’s very fast and
simple to teach others how to use it. You can alter
your client’s assumptions on each screen – without
having to go backwards. It’s a terrific tool.”
— SNSD Cheryl Bartlett • San Jose, CA
ENGAGE FOR 90 COMPETITON
“We explain the Engage for 90 points system and
demonstrate how to track activity on the Leaderboard
right away with New Reps. When they see their
names and numbers already out on the Engage for
90 Leaderboard, they get excited. The correlation
between points and activity clicks in their mind
and they start competing. After that it’s a matter of
keeping in touch with them on a daily basis.”
“We LOVE Engage for 90! I show recruits Engage for
90 as soon as we set appointments and they catch on
really fast. Then we talk about the value of POL and
that POL is where you can go to get your questions
answered. We push them to POL. And Engage for 90
helps with getting POL activity up because they want
to access the Leaderboard and see where they stand.”
— REG Davia Walker • Los Angeles, CA
— RVP Jason & Jackie Ortiz • Tampa, FL
CLIENT RELATIONSHIP MANAGER
“What excites me most about CRM is that you can go
to one screen and see everything about a client: how
much they’ve invested; how much life insurance they
have; when was the last time you visited them; what
notes you made, like any prospects they were going
to hook you up with either as clients or as recruits.
That is just awesome!”
“Instead of always looking for new clients, don’t
forget to ‘mine for gold’ within the existing clients
you already have! Follow-up is crucial to creating
long-term relationships with your clients.”
— SVP Ben & Samantha Sheppard • York, PA
— SNSD Omar & Danielle Oropesa • Parkland, FL
TEAM STREAM
“The new Team Stream feature is similar to GroupMe, an app we’ve used for three years with our team. We love being able to take a
picture of someone who just passed their life exam or won a contest, then post it and everyone congratulates them. It’s a great way to
create a positive environment outside of the office. It keeps your team focused and it raises competition.”
— NSD Glen & Xiomara Li • Staten Island, NY
For
For internal
internal use
use only.
only. Not
Not to
to be
be used
used with,
with, or
or distributed
distributed to,
to, the
the public.
public.
31
THE PRIMERICA EVENTS APP
The new Primerica App allows you to build your Primerica
business where you want, when you want and how you want from
the device of your choice – smartphone, tablet – or on the web! It
provides access to the features and tools described here inside
the Connect Magazine.
The Primerica Events App is the official mobile app for all
Primerica events, including the 2015 Primerica Convention. This
mobile app allows you to:
• View schedules, explore sessions and find events
• Create your own personal conference schedule
• Access location and speaker information
• Post updates to sessions, keynotes and exhibitor booths
• Earn points, badges and prizes for being active on the app and
at the event
Android 4.0+ Users:
Apple iOS 7+ Users:
Go to the Google Play Store, search for
Primerica App, and select Install.
Log into Mobile POL and tap Primerica App in
the menu. Tap Download.
Check the iOS App Store soon for availability!
Download the Events App from the Android or iOS App Stores.
Laptop or Computer: Log in to POL and click primerica app (web
version) at the top of the screen.
32
©2015
Primerica / 49460 / 5.15 / 15PFS186-2

Introducing the NEW DASHBOARD

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