Primerica is an Android application designed to support representatives of a well-known insurance company in managing their financial services business.
Legal contract
The app allows users to view and manage client profiles, policies and financial plans in one place. It is possible to track request statuses, upcoming renewals and recent transactions with ease. Integrated search functions help quickly locate client details, saving time on administrative tasks.
There is a dashboard with business analytics, showing sales performance, commissions and team progress. You can monitor your earnings, track sales trends and analyze growth of income through reports. Moreover, there are notifications for key events, helping you stay proactive.
Connect
Designed for teams, the service includes communication tools that allow representatives to connect with members, mentors and support staff. You can receive updates from company leadership and securely share important information.
The integrated messenger keeps groups in loop with deadlines and company announcements. The last thing to note is the reward system where you may track commissions and bonuses.
Features
- allows to instantly find client profiles, policies and contacts;
- there are alerts for business updates and payments;
- possible to upload and access policy documents online;
- free to download and use;
- compatible with supported Android versions.
