Posts Tagged ‘clients’

Apr

07.10

Primerica is a dynamic business with an ever-growing field force of representatives. It’s a fast-paced business and Primerica’s technology department has been busy creating new software and systems to support both Primerica’s representatives and its clients. By taking full advantage of the ease and access of the Internet, Primerica has developed new technology:

Client Portal
Clients will be able to access most of their Primerica products, accounts and contact information for their Primerica representative through a single sign-on Web portal. The client portal is free to clients. It’s secure, user-friendly and clients are able to manage their accounts at their convenience.

Primerica Ring
Similar to Skype™, Primerica has partnered with a third-party vendor to provide a new video and Web collaboration system. Representatives will be able to interact with other representatives as well as clients no matter where they are. The system can connect multiple participants using a high speed Internet connection and Web cams. Sessions are secured and encrypted so that participants can share documents and applications with one another.

TurboApps
Client applications can be taken wirelessly with a smartphone and uploaded securely “over-the-air” to the Primerica Home Office instantly. This allows representatives to do business any- and everywhere, and allows them to work even more productively as all of their applications can be uploaded instantaneously.

The Best Is Yet to Come
Primerica is still beta testing other software and systems and is constantly looking to improve its processes to make the business easier and more convenient for both clients and representatives.


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Tags: clients, Internet, portal, Primerica, software, technology, TurboApps, video

Posted in Primerica |

Feb

09.10

In January 2010, DALBAR, Inc. gave Primerica the 2009 DALBAR Service Award for exemplary customer service to its mutual funds clients – marking the seventh year in a row Primerica has reached this achievement.

“Winning the DALBAR Award for a seventh straight year is a tremendous achievement and is indicative of the commitment Primerica has made to our investments business,” says President and CEO of PFS Investments Bill Kelly. “When Primerica set up the recordkeeping platform for our fund partners in 2001, our goal was to make service one of the key drivers of our success. Congratulations to our call centers and the PFS Investments staff for following through on this commitment and receiving this wonderful award … again.”

By making its clients needs top priority, Primerica Shareholder Services (PSS), with its partner PNC Global Investment Servicing (PNCGIS), continues to set the standard for excellence and receive one of the most revered awards in the financial services industry. It’s that commitment to shareholders that has helped Primerica win this award year after year.

DALBAR is a client service rating company that works to make customer satisfaction and quality a top priority in the financial services industry. DALBAR conducts thousands of systematic tests throughout the year to measure how financial companies respond to their clients’ needs.

“Earning this award fully underscores the commitment of [PSS] to their customers, even when faced with new and different pressures as has been the case throughout 2009,” said Csilla von Csiky, Managing Director at DALBAR.

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Tags: award, clients, DALBAR, investments, PNC Golbal Investment Servicing, Primerica, Primerica Shareholder Services

Posted in Primerica |