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.
In 2005, Primerica teamed up with Palm Inc. to develop software that would allow the company’s licensed representatives to take life insurance applications on a handheld device. They aptly named it: TurboApps.
TurboApps was an immediate success for our company. Instead of being buried in paperwork, representatives and Home Office application processors could process applications electronically and instantly.
Before TurboApps, representatives mailed in:
More than 30,000 life insurance applications per month
More than 18,000 loan applications
Over 20,000 new representative applications … and more!
The new TurboApps technology saved time, money … and thousands of trees! Plus, the software made taking applications virtually error-free and helped the representatives receive their commissions sooner. This new, secure way of taking applications also helped qualified clients get insured faster. It was a win-win.
Since its release:
More than 695,000 applications have been sent via TurboApps.
TurboApps was honored with Computerworld’s Best Practices in Mobile & Wireless Award for “Business Evolution through Mobilizing Field Workers” and was also a 2007 Computerworld Honors Finalist.
Clients can be sure their information is password protected and encrypted, plus their business is issued faster.
Primerica has further enhanced TurboApps’ capabilities by adopting the new Windows Mobile 6.1 platform. When this platform rolls out this year, it will allow representatives to:
Adapt more easily to familiar “Windows” interface
Call, email or text a client within the TurboApps software
Run multiple software applications at once
Use Office Mobile
Primerica prides itself on using technology to help our representatives succeed in their businesses. TurboApps has changed the way we do business and has allowed us to keep pace in this fast-track business world.
