MeLLmo Inc, provider of innovative mobile applications that allow users to view and interact with critical business information on-the-go, and Primericarecently announced that Primerica has selected Roambi Analytics for smart, timely, efficient decision-making.
The Roambi app transforms a Primerica rep’s personal and team business data into interactive graphic, visual reports, viewable on mobile devices like iPhones and iPads. Primerica is leading the way in innovative mobile technology that allows their reps to conduct business on-the-go, and from anywhere, with ease and simplicity.
Roambi is just one more tool that reps can use to work quickly and efficiently, and stay connected with their team. With Roambi, Primerica’s plugged-in field leaders can:
View their personal and team production data transformed into interactive visualizations and dashboards on an iPhone or iPad
Access, refresh and manage important Primerica business data – wherever they are, whenever they need it – right from their mobile device.
Interact with, filter, sort and analyze data. The interface is visual and quick.
Email or call teammates directly from the app to recognize, encourage and follow up with teammates right away. Reports contain a team’s contact information, so everything they need is right there.
Primerica has teamed up with bTrade LLC, a leader in multi-platform Managed File Transfer (MFT) solutions, to monitor and control the movement of critical corporate data, reduce security risk, and improve IT as well as business efficiency.
“With data breaches occurring, organizations must have the right Managed File Transfer solution in place when transferring sensitive information,” says David Wade, Primerica’s CIO. “bTrade’s TDAccess is a secure, scalable and intuitive file transfer solution that has been easily integrated into our existing infrastructure.”
TDAccess provides Primerica with a data communications software solution that easily links business applications and processes to a variety of Primerica’s products such as life insurance, investments, loans and long term care insurance. TDAccess automatically performs data compression/decompression, which allows Primerica to easily manage large volumes of data transmissions from their independent representatives. Now more than ever, data security is essential for financial services companies, and the advanced cryptography in TDAccess provides Primerica the security it needs.
“The requirements of today’s financial institutions are constantly changing and security is always a top priority,” said Steve Zapata, President and CEO of bTrade. “As a result, many financial companies, such as Primerica, are enhancing controls and choosing MFT over unsecure FTP. bTrade is committed to meeting Primerica’s demand for solutions that deliver security and efficiency – with visibility throughout the process.”
Primerica recently debuted some new video/Web new technology to help its representatives to interact with teammates, clients and prospects in a brand new way.
Similar to SkypeTM, Primerica Ring is great because leaders can conduct meetings, training and follow-ups remotely. Have a client who is pressed for time? Give them a “Ring”! Can’t make that meeting across town because of a traffic jam? Find a Wi-Fi source and dial in!
Another great thing about Primerica Ring is that you can conference in multiple people at once. All you need is a using a high-speed Internet connection and Web cams. You can chat “face-to-face,” share documents securely, make interactive transactions for products and more!
Letting Freedom “Ring”
Senior Vice President David Lipsit of San Antonio, TX, says that Primerica Ring has had a huge impact on his business.
“My family calls Primerica Ring the ‘Freedom Ring’ because of the amazing impact it’s had on our family and for me personally,” he says.
Lipsit suffered a catastrophic injury while playing college football at the University of Nevada Las Vegas about 20 years ago before he became a Primerica representative.
“One of my biggest struggles was getting to the kitchen table,” he relates, “but now that I use Primerica Ring I’m just a mouse-click away from the kitchen table and it’s had a huge impact on my business.
“With Primerica, the more people you see, the more people you can help,” Lipsit says. “Primerica Ring has been great for me because I can train representatives via video conferencing. I can also have top leaders in the company dial in to give motivational presentations to my team without that leader ever leaving their home or office!”
The new technology has also created a huge buzz among his clients. “I can send a link out to my clients and we can have a face-to-face meeting online,” he says. “No other technology has had the impact of my business, my clients or my family life as much as Primerica Ring has,” he smiles.
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.
Primerica is always looking for ways to make their representatives’ business lives easier, and that kind of innovative thinking usually leads to better technology. Since creating the award-winning TurboApps technology for representatives to send client apps into the Home Office for processing, Primerica’s IT team has continued to look for ways to make it easier and faster for representatives to grow their businesses.
Since the summer of 2009, Primerica representatives have been making the switch from their old platform in favor of the new Windows Mobile platform. With this new platform, representatives will be able to:
• Adapt quickly to Microsoft Windows and learn how to use it faster since it’s similar to what they’ve been using already.
• Process larger, more complex TurboApps applications.
• Call, email or text a client with a tap of the screen.*
• Run multiple software applications simultaneously.
• Use Office Mobile, a suite of mobile versions of Microsoft Word, Excel and PowerPoint Mobile, all of which are compatible with desktop versions of the Office Suite.
• Truly be mobile, because future wireless enhancements will include “over-the-air” upload of product applications, software updates and Primerica WebMail.
“This new technology is really going to enable our representatives to take their business to the next level,” says EVP of Technology, Tom Swift. “This new platform will help them help clients more quickly and efficiently, which will in turn help representatives grow their businesses even faster.”
*No emails or texts regarding securities transactions are permitted.
