The Builders Track Scoreboard & Bonus - PowerPoint PPT Presentation

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The Builders Track Scoreboard & Bonus

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  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

  6. Prepare and Get Ready The new recruit enters their Goals in the Scoreboard and the upline and the RVP will receive an email with the rep’s goals. Rep gets instant credit of 1,000.

  7. Prepare and Get Ready The RVP, office manager, or sign- in coordinator documents meeting attendance in VBS for instant credit of 500 each up to a max of 5,000.

  8. Prepare and Get Ready Prepare a personal FNA on the Rep, provide the SS#/SIN#, produce the “Sales Proposal Report,” connect to POL, “Get My Updates,” credit of 1,000 posts overnight.

  9. Prepare and Get Ready The new recruit watches 10 short videos online and receives instant credit of 100 each for a max of 1,000.

  10. Prepare and Get Ready Receive Pre- Licensing credit of 2,000 for registration, 3,000 for attending and 4,000 for completing class. Walk-ins don’t get registration credit! Attend & complete credit occurs the following week once rosters are received and processed.

  11. Prepare and Get Ready Complete Pre- Licensing & score a minimum of 70% on exam simulation & 80% on Bonus Questions for credit of 2,500.

  12. Prepare and Get Ready Prepare to Earn $ Now allows the rep to earn 1,000 each for completing online prep courses including Auto and Home, PLPP/PPLS, Debt Watchers Cert. and $MART/Loan Certification.

  13. Produce and Build The rep enters their warm market referral list in the Scoreboard and receives instant credit of 100 each for a max of 2,500.

  14. Produce and Build The rep works with their Field Trainer to set appointments and then documents the appointments in the Scoreboard for instant credit of 500 each up to a max of 5,000.

  15. Produce and Build The RVP, office manager, or sign- in coordinator documents meeting guests in VBS for instant credit of 500 each up to a max of 5,000.

  16. Produce and Build The rep receives 2,500 credit for each IBA as the Recruiter. After getting promoted, the rep gets 2,500 credit for all base shop recruits by the rep’s team. Recruit credit occurs as IBAs are processed by the home office.

  17. Produce and Build The rep gets 2,500 instant credit for each Field Training Observation documented in VBS. Once licensed, the rep gets 2,500 credit for 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 1,000 credit for being the writing agent or receiving an override. The rep must be product approved. Reps do NOT receive Field Trainee credit on Other Apps.

  19. Achievements Reps receive 1,000 credit when they are approved for any loan or debt product. This includes either Debt Watchers or Loans.

  20. Achievements The rep will receive 5,000 credit once they are life licensed.

  21. Achievements Rep receives 5,000 credit when their RVP promotes them to Senior Rep and they have received career credit for three life apps and three recruits. Career requirements are base shop and include Field Training apps.

  22. Achievements Rep receives 5,000 credit when their RVP promotes them to District Leader and they have received career credit for six life apps and six recruits. Career requirements are base shop and include Field Training apps.

  23. Achievements Rep receives 5,000 credit when their RVP promotes them to Division Leader and they have received career credit for nine life apps and nine recruits. Career requirements are base shop and include Field Training apps.

  24. Achievements Rep receives 2,500 credit when they are eligible for the Securities License Benefit. Advance to District, $2,500 premium in any three months & subscribe to Full Service POL. Must maintain eligibility to receive credit.

  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 usageis 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: • Layout • Logo • Current News • Team Name • Welcome Text

  33. Customize Your Home Page - Layout Customize Layout Click “Submit” to save

  34. Customize Your Home Page – Your Team • Customize Page: • Team Name • Logo • Welcome Text Click “Submit” to save

  35. Customize Your Home Page – News • Add News Item: • Start Date • Stop Date • Title • Text Click “Update” to add

  36. Customize Your Leaderboard Click “Leaderboard” to customize

  37. Customize Your Leaderboard Decide what to include Change the display order Click “Submit” to save

  38. Customize Your Base Shop Goals Click “Base Shop Goals” to customize

  39. Customize Your Base Shop Goals Decide what to include Change the display order Click “Submit” to save

  40. Customize Your Base Shop Goals Select Set Monthly Goals Enter your team goals Click “Submit” to save

  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. File Life Applications (Scan and Log) • 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. Need Help? - Contact Tech Support Email: help_callatlanta@primerica.com 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

  46. File Life Applications (Scan and Log) 1. Prepare the app and place on scanner 2. Select Document Manager / File Document

  47. File Life Applications (Scan and Log) 1. Select Scan 2. Pick the Line of Business And the Form Name 3. Click the “Scan” button

  48. File Life Applications (Scan and Log) Review the images, if OK click “Next”

  49. File Life Applications (Complete the Log) 1. Log the client name, social & birthday 2. Select Production Month 3. Enter the Trainee 4. Complete the log & save

  50. Documents Pending Review Review and Approve apps, then submit