Primerica, Inc. · NYSE:PRI
Primerica — Investor Presentation (January 2015)
48 slides from Primerica's investor presentation, January 2015
Slide 1: Engage for 90
Engage for 90
Slide 2: Engage for 90
Engage for 90 • Takes advantage of leading edge technologies: – Mobility (we have over 100,000 activated devices) – Gamification • Focuses new recruits on: – Field Training – Licensing – Competition 2
Slide 3: Features and Benefits
Features and Benefits • Opportunity to “on-board” more committed recruits • Automates the Fast Start Planner • Utilizes the time tested “8-5-3-1” success ratios • Drives recruits through our SuccessNow licensing system • Introduces new recruits to the power of competition • Keeps the Recruit, Field
Slide 4: The Message to New Recruits
The Message to New Recruits Start Now and Engage for 90 days • Are you ready to take control of your family’s future? • Would you like to be able to achieve your goals and dreams? • Want to make a difference in the lives of others? • If you are committed to taking advantage of this opportunity, then
Slide 5: Three Top Priorities
Three Top Priorities 1. Learn our business by actively participating in a process we call getting Field Trained. 2. Get Licensed so you can receive the maximum financial rewards for helping others as you build your business. 3. Experience the Power of Competing in a manner that will take you farther
Slide 6: Achieve the Ultimate Goal
Achieve the Ultimate Goal • Learn how to lead and mentor others to ENGAGE for 90 so that you can become a Field Trainer, which is critical in the next phase of your opportunity. 6
Slide 7: Engage for 90 Resources
Engage for 90 Resources Engage for 90 on iPad, New Rep Home Page Engage for 90 iPhone & access to SuccessNow Leaderboard on POL Android 7
Slide 8: Engage for 90 Competition
Engage for 90 Engage for 90 Competition • You compete for your first 90 days with others that start in the same week that you did • From the moment you complete your IBA, Field Training & Licensing progress starts to build your “Activity Score” • Activity is tracked and your results & standings are
Slide 9: Engage for 90 - Primerica App
Engage for 90 - Primerica App • It all starts with the new recruit’s phone and the Primerica App • New recruits log on to POL from their iOS or Android device and install the Primerica App 9
Slide 10: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Log in with their POL User ID and Password 10
Slide 11: Engage for 90 - Primerica App
Engage for 90 - Primerica App • The first time new Reps log into the Primerica App, they land on the Welcome screen. They are guided step-by-step through the process of importing contacts, qualifying them, and setting appointments. 11
Slide 12: Engage for 90 - Primerica App
Engage for 90 - Primerica App • The 1st step of the Getting Started Guide is using Contact The most important step in getting started is to use the “Contact Builder” to create their warm market referral list. Builder to create a warm market referral list. 12
Slide 13: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Tell your recruit to just tap the box next to the individuals that may need help with their finances or could be interested in our income opportunity 13
Slide 14: Engage for 90 - Primerica App
Engage for 90 - Primerica App • When you tap Upload Now, contacts are uploaded to POL Turbo Contacts • The Field Trainer and RVP now have access! 14
Slide 15: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Recruit can now easily qualify contacts 15
Slide 16: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Now the Recruit can tap on Engage for 90 and complete the first opportunity to move up in the competition • Ranked #1,990 in the nation with no score • Tap “Personal” to work the contact list 16
Slide 17: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Tap “Contacts to Qualify” • Finish answering the qualifying questions and then tap save to update the POL list and update your score in the competition! 17
Slide 18: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Qualified Prospects are now available to start working with the Field Trainer to set appointments 18
Slide 19: Engage for 90 - Primerica App
Engage for 90 - Primerica App • The Getting Started Guide sorts contacts with highest qualifying rank at the top • Just click on a prospect’s name to access the details 19
Slide 20: Engage for 90 - Primerica App
Engage for 90 - Primerica App • From the Contact Details screen, use the contact data to call the prospect and set an appointment. • Click Appointments to update the system 20
Slide 21: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Just tap the + sign to add an Appointment 21
Slide 22: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Select the Appointment type 22
Slide 23: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Then tap the Due Date field to pick the date and time • Tap, Save & that’s it!! 23
Slide 24: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Click back to return to the “Engage for 90” summary 24
Slide 25: Engage for 90 - Primerica App
Engage for 90 - Primerica App • Now we see from the “real-time” results that this recruit has moved up in the competition: Nation: #1,990 to #1,447 State: #328 to #264 $1M Hier: #86 to #64 25
Slide 26: POL Real-Time Rank Updates
POL “Real-Time” Rank Updates • As activity occurs on the mobile devices, the POL Leaderboard rankings update immediately • Recruits will want to stay engaged and move up the board 26
Slide 27: Engage for 90 - Field Trainers
Engage for 90 – Field Trainers Field Trainers Stay Connected • Field Trainers see a list of their recruits • Tap on a recruit’s name to “drill down” into their activity detail • As prospects are qualified, the FT helps the recruit with setting appointments 27
Slide 28: Engage for 90 - RVPs
Engage for 90 - RVPs RVPs Monitor Activity and Hold Everyone Accountable • RVPs see a list of their Field Trainers – Daily, Weekly and Last 30 Activity Scores are tracked • Tap on a Field Trainer’s name to “drill down” into their detail • Tap on a recruit’s name to “drill down” into their activity d
Slide 29: RVPs Hold All Accountable
Activity for: >Mike Adams< Region Totals 20 Activity for >Jack Ryan< - Base Shop Engage for 90 Sun! Last g Activity for: >kim Geiger Engage for 90 Activity Report Vv 32 20 40 12 Your Total 127 Team 12 72 12 62 a. a5 10 37 Last Syne: >01/17/2013, 1:00 PMc Unqualified Contacts _10 2 ey 5s 3 1 Total Qu
Slide 30: SuccessNow Licensing Impacts Your Score
Engage for 90 SuccessNow Licensing Impacts Your Score • Licensing progress can be tracked on POL • Licensing Activity milestones increase your Activity Score during the Engage for 90 Competition 30
Slide 31: The POL Leaderboard
The POL Leaderboard • Available from the POL Competition Scoreboard tab • New Recruits have a link from the New Recruit Homepage 31
Slide 32: The POL Leaderboard
The POL Leaderboard • Recruits that start in the same week (Sun-Sat) compete for 90 days • You can click on the Recruit Class “pull-down” to switch from one Class to another 32
Slide 33: The POL Leaderboard
The POL Leaderboard • We are looking at the top recruits that started in week 11 of 2013 • The light blue bar on the #1 ranked recruit indicates whose trophy case we can see up top 33
Slide 34: 7 Day Competition Checkpoints
7 Day Competition Checkpoints • The top left section This Recruit ended the first week (day 7) at #488 & is now going into the final 6 days of the 90 day of the Leaderboard competition ranked #1 in the nation !!! provides a timeline showing the rank at each of the weekly checkpoints during the compe
Slide 35: Engage for 90 Leaderboard
Engage for 90 Leaderboard • Now let’s take a look at the #2 Rep in the rankings • Click on the #2 Rep’s name to switch the focus of the top section to this recruit 35
Slide 36: The Trophy Case
The Trophy Case • Now let’s take a look at the Trophy Case Section at the top right of the leaderboard • We can see where the Rep is from, start date, recruit class, highest achievement, the score and the ranking in the $1M hierarchy team, Click on the blue bar to see the entire trophy case for the
Slide 37: The Trophy Case
The Trophy Case • The expanded Trophy Case displays badges for all of the significant achievements to date for this Rep • Here we see virtual badges for: – Career cash flow like this Rep’s $5,000 – DBB/Fast Start Bonus Achievements like 4x4 $400 – Pre-licensing steps of registering, attending and co
Slide 38: Score Details
Engage for 90 Score Details Score Details: • 50 for a qualified contact • 100 for each appointment • 150 for each FNA • Premium for each FTO • 1,000 for Recruit Credit • 500 for Registering • 750 for Attending & • 1,000 for Completing Class • 10,000 Life License 38
Slide 39: State and Province Rankings
State and Province Rankings • Click on the State tab to see the standings for this Rep’s state • Click on the State “pull-down” list to change states and see competition in another state 39
Slide 40: $1M Hierarchy Competition
$1M Hierarchy Competition • Click on the 1st tab for this Rep’s standing in the $1M Hierarchy Team 40
Slide 41: Leaderboard Recent Additions
Leaderboard Recent Additions • “Pull-down” list for $1M Teams • Base Shop Filter for all categories • Coming Soon – Team reports for all Reps regardless of recruit class 41
Slide 42: Leaderboard Recent Additions
Leaderboard Recent Additions • Added badges for finishing in the top 100 in any category 42
Slide 43: The Race to the Finish
The Race to the Finish • Finish strong to earn rewards & recognition • No matter where you place, you’re off to a great start… – Field Trained, Licensed and hooked on competition! 43
Slide 44: RVP Field Trainer Manager
RVP Field Trainer Manager • RVPs & Regional Leaders can manage Field Trainers with the new Field Trainer Manager tool on POL • Go to MyPOL / All Apps / Monitor My Team 44
Slide 45: RVP Field Trainer Manager
RVP Field Trainer Manager • The initial view lists your current Field Trainers with their Cash Flow and last three months of premium and recruit totals • Just click the box to remove one 45
Slide 46: RVP Field Trainer Manager
RVP Field Trainer Manager • Select the list of Licensed Reps and consider adding new Field Trainers • Click on a column heading to sort • Then, just click the boxes to add new ones for your team 46
Slide 47: RVP Field Trainer Manager
RVP Field Trainer Manager Click on the Trainee Tab and move selected Trainees from one Field Trainer to Another 47
Slide 48: Thank you
Engage for 90 • Thank you for your participation • Please send any comments to [email protected] 48