Agent Onboarding
1️⃣ Submit IBA
Create a Primerica Online (POL) login using the default password “Welcome1!”
Register the new representative for the required life insurance course
Have new representative download and log in to the Primerica App
2️⃣ Have new representative send the word "Ready" (English) or "Iniciar" (Spanish) to (951) 261 - 8814
The automated system should respond with a link to our licensing Specialists Calendar. Schedule the meeting.
After the meeting is scheduled, the automated system will send another link. This is the Orientation Prep Videos Link.
Be very direct about them watching the videos BEFORE the orientation with you. They will answer most of the questions that will come up during the orientation.
3️⃣ Schedule the new representative for orientation within the next 24-72 hours
During the orientation you'll take the new representative through the client experience and then finish up with a fast start list.
Edify The Support Team: Talk about how Emmanuel (RVP), Jenny (Licensing Specialist), and Karina (Relationship Manager) will be involved in their licensing and training.
Client Onboarding
1️⃣ Fill out the Client Survey
This survey notifies the Office Manager that BUSINESS WAS CLOSED and initiates the customer service call/client onboarding
NOTE: SHOULD BE FILLED OUT THE SAME DAY BUSINESS IS CLOSED!
➡️ Click here for the survey link ⬅️
2️⃣ Send a thank you note
Use the link below to create your own thank-you cards for clients. The link will guide you in creating your own FREE CANVA account! Once you create your account, you can update the photo and order as many cards as you'd like.
It is the standard in our office to SEND A THANK YOU NOTE + GIFT CARD to your clients. Investing into the thank you notes & gift cards is well worth your time and money as it helps maintain a good relationship with your clients, helps you stand out as an incredible financial coach AND leads to some great referrals/future business!
You can make your own, or you can use mine as a template
Hand written notes word best!
English
Thank you so much for allowing me to assist you in working toward your financial goals. Please know that long term relationships are very important to me. Anytime you need any help, have questions or have family and friends who need help, please call me.
[Your Name]
[Your Contact Number]
Spanish
Muchas gracias por permitirme ayudarte a trabajar en el logro de tus metas financieras. Por favor, ten en cuenta que las relaciones a largo plazo son muy importantes para mí. Cada vez que necesites ayuda, tengas preguntas o si tienes familiares o amigos que necesiten asistencia, no dudes en llamarme.
[Tu Nombre]
[Tu Número de Contacto]
3️⃣ Update client information on CRM
It's important to use your Client Relationship Manager (CRM) to keep notes and reminders about all your clients.
Login to primericaonline.com
Click on the CRM link at the top of the page
Click the search bar to find your client (If the client isn't already saved in your CRM, add them)
Click on the notes icon to input the following note:
If they are a personal contact or from training a new agent and who the trainee is
Any other important information and details you'd like to remember for follow-up meetings and calls
Click the 'Meeting' icon to add a CLIENT FOLLOW-UP REMINDER every 3 months!
You MUST have a follow-up plan to check in with your clients. It is the standard in OUR OFFICE for OUR AGENTS to contact their clients every 90 days to check-in. This will keep the relationship strong and allow you to close business with them later down the road.
Watch these videos to learn about your CRM and the benefits of a 90 Day Client Follow-Up System
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