1 The Builders Track Scoreboard & Bonus New Recruits log on to Primerica Online Land on the New Rep Home Page Use their personal Builders Track Scoreboard

1

The Builders Track Scoreboard & Bonus• New Recruits log on to Primerica

Online • Land on the New Rep Home Page• Use their personal Builders Track

Scoreboard

2

The Builders Track Scoreboard & Bonus

• Links provide navigation to POL

• The Scoreboard gives credit for activity & success

• Score increases as reps Prepare, Produce & Achieve

3

The Builders Track Scoreboard & Bonus• Bonus for up to 6 months (8 months in

Canada) after start month• Start month is the recruit credit month• Work to get licensed & bonusable at 50,000• Bonus using the Score at each month end• As the score increases the bonus % goes up

4

The Builders Track Scoreboard & Bonus• RVPs bonus when their new reps bonus• No qualification for the RVP!• Also, the 1st qualified upline can bonus

– RVPs are NOT eligible for the Upline bonus• Uplines qualify with 100,000 in

“Original Builders Premium” over the last 3 months

• For example … – 10 recruits x $10,000 premium or – 20 recruits x $5,000 premium total for all

3 mos.• Bonus = Personal Premium X Bonus %

X RVP’s Base Shop QBI

5

Builders Track Potential Bonus Payouts

From To Rep RVP Upline*50,000 54,999 10% 10% 5.0%55,000 59,999 11% 11% 5.5%60,000 64,999 12% 12% 6.0%65,000 69,999 13% 13% 6.5%70,000 74,999 14% 14% 7.0%75,000 79,999 15% 15% 7.5%80,000 84,999 16% 16% 8.0%85,000 89,999 17% 17% 8.5%90,000 94,999 18% 18% 9.0%95,000 99,999 19% 19% 9.5%100,000 plus 20% 20% 10.0%

* 1st Qualified Upline

B uilder T rack B onus G rid

6

Prepare and Get Ready

The new recruitenters their

Goalsin the

Scoreboard andthe upline and

theRVP will receivean email with

the rep’s goals.Rep gets

instantcredit of 1,000.

7


The RVP, officemanager, or

sign-in coordinator

documentsmeeting

attendance in VBS

for instant credit

of 500 each up to

a max of 5,000.

8


Prepare apersonal FNA

onthe Rep, provide the SS#/SIN#,

produce the“Sales Proposal

Report,” connect

to POL, “Get MyUpdates,” creditof 1,000 posts

overnight.

9


The new recruitwatches 10

shortvideos online

andreceives instant

credit of 100 each

for a max of 1,000.

10


Receive Pre-Licensing credit

of 2,000 forregistration,

3,000for attending

and4,000 for

completing class.

Walk-ins don’t get

registration credit!

Attend & complete credit

occurs the followingweek once rosters are

received and processed.

11


Complete Pre-Licensing &

score a minimum

of 70% on exam

simulation &80% on BonusQuestions for

credit of 2,500.

12


Prepare to Earn $Now allows the

rep to earn 1,000each for completing

online prep courses

including Auto and

Home, PLPP/PPLS, Debt Watchers

Cert. and $MART/Loan Certification.

13

Produce and Build

The rep enterstheir warm

market referrallist in the

Scoreboard andreceives instant

credit of 100 each for a

max of2,500.

14

Produce and Build

The rep workswith their FieldTrainer to setappointments

andthen documents

the appointments

in theScoreboard forinstant credit of500 each up to

amax of 5,000.

15

Produce and Build

The RVP, officemanager, or

sign-in coordinator

documentsmeeting

guests in VBSfor instant

creditof 500 each up

toa max of 5,000.

16

Produce and Build

The rep receives

2,500 credit foreach IBA as

the Recruiter.After getting

promoted, the rep

gets 2,500 credit

for all base shop

recruits by therep’s team.

Recruit credit occursas IBAs are processed

bythe home office.

17

Produce and Build

The rep gets 2,500

instant credit foreach FieldTraining

Observationdocumented in

VBS. Oncelicensed, the repgets 2,500 creditfor all base shop

life apps.

Base shop credit occurs

as apps are processed by

the home office.

18

Produce and Build

For other lines of

business, the rep

receives 1,000credit for being

the writing agent

or receiving anoverride. The

repmust be

productapproved.

Reps do NOT receiveField Trainee credit on

Other Apps.

19

Achievements

Reps receive 1,000 credit

when they are approved for

any loan or debtproduct. This includes either

Debt Watchers or

Loans.

20

Achievements

The rep will receive 5,000

credit once theyare life licensed.

21

Achievements

Rep receives 5,000

credit when theirRVP promotesthem to SeniorRep and theyhave received

career credit forthree life apps

and three recruits.

Career requirements are

base shop and includeField Training apps.

22

Achievements

Rep receives 5,000

credit when theirRVP promotes

them to DistrictLeader and theyhave received

career credit forsix life apps and

six recruits.



23

Achievements



Rep receives 5,000

credit when theirRVP promotes

them to DivisionLeader and theyhave received

career credit fornine life apps

and nine recruits.

24

Achievements

Must maintain eligibility

to receive credit.

Rep receives 2,500

credit when theyare eligible for

theSecurities

LicenseBenefit. Advance

to District, $2,500

premium in any three months

&subscribe to Full Service

POL.

25

Upline View from New Rep Home Page

26

uCanPass, Self-study Box States/Provinces & Third Party

• Credit is given as activity is documented• uCanPass.com (U.S. only)

– Class Registration and Class Attend Credit will be given after one hour of online usage is complete.

– Complete credit given upon course completion.

• Classroom-in-a-box (Self-study in Canada)– Registration, Attend, Complete and License credit

given when Recruit receives life license and appointment.

• Third Party Schools (MN, ND, WI only) – Registration and Attend credit given after the first

class is completed. – Complete credit given upon course completion.

27

Other Pre-Licensing Questions:

• Do walk-ins get registration credit?– No, but they can receive Attend & Complete

credit.

• Will a student who pre-registers & attends class before IBA get credit?– Yes, but they will receive credit only when the

IBA has successfully processed.

• When is the cut off each month for credit? – Credit is based on the production month, not the

calendar month.– Included if processed before month end close

out.

28

The Impact of Promotions & Transfers• IBA recruit credit is given to the Recruiter

– And the hierarchy of the Recruiter when the IBA is processed

• Life & Other Apps production credit is based upon the app date hierarchy!

• To be eligible for the bonus, uplines must override a rep on the day bonuses process

• Promote Rep to the same level as an upline– And the upline no longer receives production

credit on the promoted reps IBAs and apps.

29

The Impact of Promotions & Transfers• If you promote both a rep and his

upline:– Promote the upline first– The next day, promote the rep– This order will avoid a “pass-up” and

potential loss of recruit credit

• To transfer reps to newly promoted rep:– Remember to do the transfers the day

after the promotion– The system will identify all of the rep’s

recruits and reps that had bypassed the newly promoted rep

30

Virtual Base Shop RVP/Office Manager

Quick Start Guide

31

VBS Basics – Maximize the Scoreboard

• Customize your Home Page

• File Life Applications (Scan and Log)

• Document meetings, attendance & guests

32

Customize Your Home Page

Customize Page:

1. Layout2. Logo 3. Current News4. Team Name5. Welcome

Text

33

Customize Your Home Page - Layout

Click “Submit” to save

Customize Layout

34

Customize Your Home Page – Your Team

Customize Page:

1. Team Name2. Logo 3. Welcome

Text


35

Customize Your Home Page – News

Click “Update” to add

Add News Item:

1. Start Date2. Stop Date 3. Title4. Text

36

Customize Your Leaderboard

Click “Leaderboard” to customize

37

Customize Your Leaderboard

Change the display order

Decide what to include


38

Customize Your Base Shop Goals

Click “Base Shop Goals” to customize

39


Change the display order

Decide what to include


40


Select Set Monthly Goals


Enter your team goals

41

Example of a Good VBS Home Page

42

File Life Applications (Scan and Log)

• File & log in VBS in a few easy steps! • Updates your VBS site “real-time”

– Leaderboard– Team and Personal Goals– Promotion Tracking

• Home Office auto-files for you:– TurboApps– Custom $mart Solutions– New Account Confirmations

43


• Scan paper apps directly into VBS• Make sure PC meets requirements• You need a high speed internet connection• Scanner must be “Twain Compliant”• Use black or blue ink to take applications• Local Area Networks can be problematic• Most new scanners work great

– Multi-page scanners are best– The duplex scanning feature may not work

44

Shopping for a New Scanner?

• Price Range $200-300: – HP ScanJet 5590– Visioneer 9450 USB– Canon MX850

• Price Range $300-500: – Brother DCP 8065DN – Canon DR 2050C (a Tech Support

favorite!)• Price Range $500+:

– HP ScanJet 8270, – Panasonic KVS1025C

45

Email:

[email protected]

Or

Call Tech Support at 888-737-2255 Mon. – Sat. 7 a.m. – 11 p.m. ET Sunday 11 a.m. – 6 p.m. ET

Need Help? - Contact Tech Support

46


1. Prepare the app and place on

scanner2. Select Document

Manager / File Document

47


2. Pick the Line of Business

And the Form Name

3. Click the “Scan” button

1. Select Scan

48


Review the images, if OK click “Next”

49

File Life Applications (Complete the Log)

1. Log the client name, social & birthday

3. Enter the Trainee

4. Complete the log & save

2. Select Production Month

50

Documents Pending Review

Review and Approve apps, then submit

51

Adding the Trainee to TurboApps

1. Go to Document Manager / Life Log

2. Select the TurboApp

Note: Add the Trainee at the KT, with new Windows Mobile!

52

Adding the Trainee to TurboApps

1. Add the Trainee

2. Click “Update” to

save the changes

53

Documenting Meeting Attendance

Select the Location

54

Set Up a Meeting

Select Training (Meeting) Topic

Enter the Date, Topic & Description then click “Add

This Topic”

55

Document Attendance – Single Rep

Select the Meeting, then select a

Rep and click “Add Entry”

Select Training (Meeting) Sign In

Large Meetings?

56

Document Attendance – Multiple Reps

Or use the Multi-Rep Sign-In,

Scroll and find a rep thenclick on the box when

done “Submit”

57

Document Meeting Guests

Select Guest Sign In

Then enter the date, the rep and

the guest name, phone# andemail address and “Add

Entry”

58

Add Sign-In Coordinators

Want to delegate? Set up your Team

Leadersas Sign-In Coordinators

59

Add Sign-In Coordinators

Select the Location, add your

Coordinators, then “Submit”

60

FAQs – Virtual Base Shop

• I scanned a paper app into VBS do I still send to Home Office?– Yes, Home Office still needs your paper

apps!

• What are the rules for documenting Field Trainees in VBS?– You can add the trainee to the Life Log in

VBS after a paper app is mailed or a Turbo App “auto-submits” to the home office

– Make sure you add the Trainee before month end bonuses (around the 8th of each month)

61

FAQs – Virtual Base Shop

• Can new Recruits get Field Trainee credit for “Earn $ Now” production?– No, just Life apps!– Reps receive 1,000 credit when they receive a

writing rep or override commission on “Earn $ Now” production

• Do Field Training Observations count for new uplines trying to qualify?– Not for now, but this is a great suggestion we

received and we are working on adding this to the 100,000 Original Builders Premium calculation for Uplines

– We will announce when this enhancement is ready, probably early 2nd quarter 2010!