Primerica CRM Training that pays for itself every month.
Helping Primerica RVPs and Advisors Master their CRM
CRM Specialist Training
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RVP consulting
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Workflow Setup
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Annual Review Automation
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Follow Up Processes
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CRM Specialist Training | RVP consulting | Workflow Setup | Annual Review Automation | Follow Up Processes |
The Problem
Most Primerica reps barely use the company CRM — if at all. The result? Messy data, missed follow-ups, reactive client reviews and more. That’s five- and six-figure income left on the table even for the top Primerica Reps.
The Solution
We implement proven workflows and outreach strategies that boost customer LTV and streamline annual reviews and client retention — resulting in higher written premium per household, more scheduled appointments with less effort, and clients who stay longer.
Here are just some of the results:
Our first RVP added over $100,000 in take-home income within 12 months.
Household product adoption grew by almost 28% in just 90 days.
Completed 3–4x more annual reviews within a single quarter.
One team reported a 12% increase in cashflow, a 160% increase in securities, and a 170% increase in premium — all within 30 days.
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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Jack Sapolsky, NSD
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Jodie & Dan Orel, RVPs • Aidra Anna Recker, SVP • Laurie Ruckman, SVP • Marcie Young, RVP • Casey & Jen Coring, RVPs • Jack Sapolsky, NSD •