Building a Mobile Enabled Workforce
with Modern Architecture

Challenge

Engage the next generation of reps.

Primerica’s 100,000-member sales force serves the needs of the vast middle market across North America. They were in need of a mobile technology solution to support two mission-critical events happening every day in the company: the needs-based sales process—a high-touch event occurring face-to-face in the client’s home at the kitchen table—and the onboarding, engagement, and retention of new representatives joining the company. 

Download Client Story

“With our new interactive and mobile-friendly solutions and enhanced onboarding process, Primerica reps can provide key information to the client in under five minutes, and new reps get off to a fast start.”

Tom Swift
Executive Vice President of Field Technology, Primerica

Solution

Tap into the competitive spirit.

To attract and retain the generation born on the web, we combined our user experience and development expertise to deliver personalized, context specific content and make the sales and customer service process intuitive and fast. We created a unified, cross-platform solution that allows Primerica Reps to access the tools they need on any device.  The information they care about is automatically delivered at just the right time without them having to search for it.

  • Engaging and interactive user experience allowed for quick entry of interview data and completion of Financial Needs Analysis (FNA) in under five minutes
  • Key features allowed reps to enter and access important data on any device online or offline
  • Gamification through performance awards, bonus tracking, and push notifications helped keep 16,000 new monthly recruits engaged

“With our new interactive and mobile-friendly solutions and enhanced onboarding process, Primerica reps can provide key information to the client in under five minutes, and new reps get off to a fast start.”

Tom Swift
Executive Vice President of Field Technology, Primerica

Site Performance Increase

Site Performance
Increase

Conversion Rate Increase

Conversion Rate
Increase

Responsive Design

Responsive
Design

Streamlined Rewards Access

Streamlined Rewards Access

Impact

Increased engagement and retention.

  • FNAs are now completed in under five minutes, which has increased quote efficiencies and close rates
  • There is increased retention past the critical 90-day mark
  • Representatives who use the technology are:
    • 2x more likely to attend and complete a pre-licensing class
    • 3x more likely to get licensed
    • 4x more likely to make a sale
  • Management can now effortlessly collect critical data that leads to more informed business decisions and experiences
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