Engage for 90 Overview

Engage for 90 Overview

Engage for 90 Overview Designed to get new recruits Field trained Licensed Hooked on competition Need all levels to Engage! SIX ipad minis awarded EACH WEEK at end of competition Who s eligible: Top recruits completing their first 90 days Must keep full POL active* to be eligible for ipad!!! Top 5 U.S., #1 in Canada * Active at 90 days & minimum of 2 payments collected 2

Engage for 90 POL Leaderboard Go to POL / Competition Scoreboard to check out the competition! 3

Engage for 90 Overview Complements existing Fast Start Bonus: New Recruits have the opportunity to qualify for both the $300 bonus AND an ipad mini if they finish at the Top at the end of the competition Incent field training & activity after the Fast Start Bonus period Incent competition: Winners recognized on POL & TV every week Track standings at every level online reports Rewards, achievements & local RVP recognition draw attention to Field Training & Success Now Progress 4

Engage for 90 Overview Recruits receive: Field Training Credit Qualified contacts Appointments FNAs Life apps* Recruits* Licensing Credit Register Attend Complete class Get licensed (Life & Securities) * Official final results only include processed apps submitted by day 90 & processed by day 97. Activity is tracked in the Primerica App real time, mobile, automated, millennial friendly Enhanced Field Training tools 5

Engage for 90 Overview Sense of urgency to get licensed before day 90 Consistent with and supports how leaders Field Train It s automated, easy and real time First time ever front end competition to compete against peers right from the start Gets more people excited, engaged and competing 6

Engage for 90 Overview Field tested and approved - unbelievable feedback Beta began after last convention Included 900+ RVPs Surveyed beta RVPs for direction & suggestions Prepared for October 3 roll out Mobile Leaderboard coming soon! 7

Engage for 90 Overview Help and Support: Email pol_feedback@primerica.com Contact your FDD Go to POL / Home / Download Center Go to POL Home / Compensation / Bonuses / Engage for 90 for official Program Document 8

E490: New Recruit To Do List 9 1. Create your POL Logon and then get the Primerica App on your iphone or Android Use Contact Builder in the Primerica App to build and Qualify your Contacts and Set Appointments 2. Special Fast Start credit in your 1 st 35 days: You get 50 points for your first 50 qualified contacts - up to 2,500 total You get 100 points for each of your first 30 appointments - up to 3,000 total You get 150 points for being the Trainee on your first 20 FNAs - up to 3,000 total The 3 items above are limited to credit in first 35 days! If no mobile device, use Fast Start Scoreboard on POL to receive credit for qualified contacts & appointments 3. Don t forget that 3 Recruits x 3 FTOs in 1 st 30 days positions you for Fast Start Bonus* * See POL for Fast Start Bonus Program Details 4. Participate in Field Training: Receive unlimited submitted premium credit** for being the Trainee on each Life App done by your Trainer during your Field Training Observations Receive 1,000 credit** as the recruiter on IBAs done by your Trainer during your Field Training Observations ** Official final results will only include processed apps 5. Success Now Licensing Progress & get credit: Register for Class & receive 500 credit Attend Class & receive 750 credit Complete Class & receive 1,000 Credit 6. Get Life Licensed for 10,000 credit Then, write life apps for submitted premium credit 7. Get Securities Licensed for 20,000 credit Then, write investment apps for 1,000 credit on each ** Official final results only include processed apps submitted by day 90 & processed by day 97.

E490: Field Trainer To Do List 1. When you close recruits, get a 90-day commitment to sell out & try our business! 2. Complete the IBA & and then: Register Trainee for the next Pre-licensing Class Help Trainee on-board to POL, no one succeeds without it! 3. Next, download the Primerica App on their iphone, ipad or Android device The app helps them build and qualify their contact list Help them set their first appointment No phone? Take to New Rep Homepage & get them to enter contact list (top left corner of their scoreboard) 4. Select Engage for 90 from Primerica App Show them their score - how they stack up with the competition and get them hooked on competing Register (500), 50 qualified names (2500) and 1 appointment (100) will give them 3,100 tonight!!! 5. Help recruit participate in Field Training: Make sure Trainee gets 150 points each for their first 20 FNAs - up to 3,000 total Receive unlimited submitted premium credit for being the Trainee on each Life App done by the Trainer during your Field Training Observations Receive 1,000 credit for being the recruiter on each IBA done by the Trainer during Field Training Observations 6. Know when Trainee must attend class and make sure they Attend & Complete to receive 500 + 750 for 1,250 total credit 7. Make sure Trainee allocates enough time for exam prep, then schedules, takes and passes the exam for 10,000 license credit 8. Then, encourage Trainee to get Securities Licensed & receive 20,000 credit 10

E490: RVP To Do List 1. Make sure you & your Regional Leaders learn how to use Field Trainer Manager. 2. Learn how to retrieve the Base Shop Recognition & Base Shop Trainer Scores reports from the POL Leaderboard. Use weekly to recognize your team! 3. Next, get the Primerica App on your iphone, ipad or Android device Use the App to hold your trainers accountable Identify trainees with activity and give them some praise and recognition 4.Consider offering awards and recognition beyond what the company is doing Top finishers in the state or $1M hierarchy Those that finish in the Top 25 nationally but fall short of winning an ipad 5. Embrace the use of mobile devices and the Primerica App - millennials love it! 6. Train your trainers to get 90-day commitments from all of their recruits 11

Engage for 90 Getting Started Guide

7 Steps to Get Your Team Started 1. Set up your Field Trainers on POL using Field Trainer Manager 2. New Recruits use the Primerica App to build & qualify their contact list 3. Field Trainers use the Primerica App or Turbo to access Recruit s Contacts and to help their recruit get appointments 4. RVPs use the Primerica App to track their Field Trainer s activity 5. RVPs use the Base Shop Recognition report to recognize recruit s achievements 6. RVPs use the Base Shop Trainer Scores report to get your Trainers competing 7. Promote and utilize the Engage for 90 Competition 13

Field Trainer Manager Step #1: Set up your Field Trainers on POL using Field Trainer Manager 14

Identify Field Trainers on POL RVPs & Regional Leaders: Field Trainer Manager Manage Field Trainers with Field Trainer Manager on POL Identify your Field Trainers Initially move trainees to Trainers Then, recruits are automatically assigned to their upline Field Trainer My POL / All Apps / Monitor My Team / Field Trainer Manager 15

The initial view lists your current Field Trainers with their Cash Flow, last three months of premium and recruit totals To add or remove a Field Trainer check or uncheck the box and then Save! Field Trainer Manager 16

As new reps become qualified Field Trainers, use Field Trainer Manager to add them! Then, their future new recruits will be automatically assigned to them as Trainees Field Trainer Manager 17

You may need to move Trainees to a Trainer Click on Trainee Tab, then select Recruits Assigned to Select the Trainer you want to move to Put a check next to the Trainees you want to move And click GO Field Trainer Manager 18

The Primerica App for New Recruits Step #2: New Recruits use the Primerica App to build & qualify their contact list 19

The Primerica App for New Recruits On-Board a new recruit to POL from Turbo IBA Register them for class, too! Download the Primerica App to their iphone or Android The Primerica App steps them through getting started & helps them start the Field Training Process Import Contacts from recruit s phone book, qualify contacts and help them set their first appointment Click on Engage for 90 and show them where they stand in the competition they re hooked! If no phone, take to New Rep Homepage Scoreboard, top left! 20

The Primerica App for New Recruits Help the recruit connect to Mobile POL and then download the Primerica App From mobile device browser, let them logon to Primerica Online and select link to download the app and login! 21

The Primerica App for New Recruits New reps will land on the Welcome screen and are guided step-bystep through the process of importing and qualifying contacts and then setting appointments. Tap the play button to watch short tutorials 22

The Primerica App: Import Contacts The Primerica App will grab the recruit s phone book. Tap the box next to contacts that might need help with their finances or have an interest in earning extra income. Finish building the contact list, then click Upload Now to update Turbo Contacts. 23

The Primerica App: Qualify Contacts Next, qualify the contacts to receive credit and prepare the list to get started Field Training. 24

The Primerica App: Set Appointments To set an Appointment, select the contact. Next click on Appointments, then click + to add, select the Type and Date and then save it! After you save the Appointment, click on the Calendar icon to add it to your mobile device calendar for reminders!!! 25

Field Trainers Work With Trainees Step 3: Field Trainers use the Primerica App or Turbo to access Recruit s Contacts and to help their recruits get appointments 26

The Primerica App for Field Trainers 2. Click on a Trainee to see their details 1. Select Engage for 90 from your Primerica App menu and see a list of your Trainees 3. Click to track activity and monitor recruit s success setting appointments 27

Turbo Web for Field Trainers 1. Field Trainers can view a list of their Trainees and click their Contact Count to view their list to monitor activity during the recruit s first 90 days 2. As Field Trainers complete Training appointments scheduled by their Trainees, they can utilize the recruit s contact info to initiate FNAs and / or TurboApps 28

RVPs Hold Trainers Accountable Step 4: RVPs use the Primerica App to track their Field Trainer s activity 29

The Primerica App for RVPs 2. Each Trainer s Score is the activity from their Trainees during each period listed! 1. Select Engage for 90 from your Primerica App menu and see a list of your Trainers 3. Click on a Trainer to see their Trainee List 3. Monitor Trainee Activity 30

RVP Base Shop Recruit Recognition Step 5: RVPs use the Base Shop Recognition report to recognize recruit s achievements 31

RVPs use the Base Shop Recognition Report Use this column to recognize recruits in your Opp Meetings who had a significant achievement this week! From the Leaderboard click on My Team Recognition and then select Base Shop Recognition then print it for your OPP meeting 32 Point out those who are near the top of the rankings!

RVP Base Shop Field Trainer Competition Step 6: RVPs use the Base Shop Trainer Scores report to get your Trainers competing 33

RVPs use Base Shop Trainer Scores Report From the Leaderboard click on My Team Recognition and then select Base Shop Trainer Scores Get your Field Trainers competing on their Trainee Activity Scores 34

Use Engage for 90 to Drive Activity Step 7: Promote and utilize the Engage for 90 Competition 35

The Primerica App for New Recruits Recruits compete in their first 90 days with others that start in the same week From the moment the Recruit completes the IBA, Field Training & Licensing progress builds the Activity Score very similar to the contest Activity is tracked; results & standings are reported in real-time on POL & mobile device Top 5 US & #1 in Canada after 90 days win an ipad Mini! 36

How Do Recruits Increase their Score? Field Training Activity: 50 for a qualified contact* 100 for each appointment* 150 for each FNA* Premium for each FTO or Life App 1,000 for each securities app Must be writing rep for credit! 1,000 for Recruit Credit Licensing Activity: 500 for Registering 750 for Attending 1,000 for Completing Class 10,000 Life License 20,000 for Securities License * Capped at 50 Qualified Contacts, 30 Appointments & 20 FNAs. In addition, no credit for these three activities after the 35 th day! 37

Engage for 90 POL Leaderboard Click the Score to see the credit details Click the blue bar to expand the Trophy case & see the selected rep s achievements!

Engage for 90 Trophy Case Track Achievements: Career Cash flow levels Fast Start Bonus Activity Life Licensed Pre-Lic Complete Pre-Lic Attend Pre-Lic Registration POL On-boarded Top 25 in the competition Click the blue bar to expand the Trophy case & see the selected rep s achievements!

Engage for 90 Competition Rules & Details Competition Details*: Recruits compete against others who are recruited in the same week (a Recruit Class) Sunday 12:01 am thru Saturday midnight Competition based upon recruit s start date ipads are awarded based upon National Activity Score rankings (US & Canada) for each class Competition ends after 90 days, no more credit awarded & the unofficial results are posted On day 97 any application (IBA or Life) credited to the rep that is only logged & not processed is removed from score & official results posted Recruits must have active full POL & at least 2 payments collected to receive their ipad ipad will be awarded after Life Licensed Activity Score Credit*: Credit limited to the first 35 days of competition: 50 points each for first 50 Qualified Contacts 100 points each for first 30 documented Appointments 150 points for being the Trainee on first 20 each FNAs Recruiter on an IBA - receive 1,000 pts credit Trainee on a Life App FTO - receive submitted premium credit Life License - receive 10,000 pts credit Then, write life apps for submitted premium credit Securities License - receive 20,000 credit Then, write investment apps for 1,000 each * See POL Engage for 90 Program Document and Base Shop Training slides for official rules and addition details on receiving proper credit.

Future Enhancements are Coming!!! Future Primerica App Enhancements... 41

New & Improved Mobile Tools are Coming! Just tap to move from Leaderboard to Recognition Report, then tap a rep & swipe down for all the details shown on the three images on the right of slide!! 42

New & Improved Mobile Tools are Coming! Our Mobile Tablet view will list either the Leaderboard or the Base Shop list on the left and provide the drill down details for the selected rep in the right!! 43 Updated 10/04/14