CRM Training that pays for itself — every month.
We train and implement CRM systems for Primerica Representatives and their teams so that annual reviews, cross-sells, and renewals happen seamlessly.
The Problem:
Many Primerica representatives and their teams are not using the company CRM effectively, if at all. The current state? Data is messy, follow‑ups slip, and annual reviews are reactive. You’re leaving five‑ and six‑figures on the table.
The Solution:
We train and execute battle‑tested workflows, outreach strategies, and review cadences that drive customer LTV and efficiency. What does that look like? More written premium per household, an increase in scheduled appointments without extra effort, and a significant increase in clients that stay longer.
Here are just some of the results:
+$100,000 in take-home in 12 months for a single RVP.
Nearly 28% increase in product per household in 90 days.
3-4x More Completed Annual Reviews in One Quarter.
One team reported a 12% increase in cashflow, 160% increase in securities, and 171% increase in premium, in just 30 days.
Disclaimer: while these are realized accomplishments, results will vary.
Trusted by top Primerica Reps and their teams!
Jodie & Dan Orel, RVPs
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Aidra Anna Recker, SVP
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Laurie Ruckman, SVP
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Marcie Young, RVP
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Casey & Jen Coring, RVPs
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Jodie & Dan Orel, RVPs • Aidra Anna Recker, SVP • Laurie Ruckman, SVP • Marcie Young, RVP • Casey & Jen Coring, RVPs •