1 the builders track scoreboard & bonus new recruits log on to primerica online land on the new...
TRANSCRIPT
![Page 1: 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](https://reader035.vdocuments.mx/reader035/viewer/2022070305/551418aa550346e7488b53f8/html5/thumbnails/1.jpg)
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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
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The Builders Track Scoreboard & Bonus
• Links provide navigation to POL
• The Scoreboard gives credit for activity & success
• Score increases as reps Prepare, Produce & Achieve
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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
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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
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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
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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.
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Prepare and Get Ready
The RVP, officemanager, or
sign-in coordinator
documentsmeeting
attendance in VBS
for instant credit
of 500 each up to
a max of 5,000.
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Prepare and Get Ready
Prepare apersonal FNA
onthe Rep, provide the SS#/SIN#,
produce the“Sales Proposal
Report,” connect
to POL, “Get MyUpdates,” creditof 1,000 posts
overnight.
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Prepare and Get Ready
The new recruitwatches 10
shortvideos online
andreceives instant
credit of 100 each
for a max of 1,000.
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Prepare and Get Ready
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.
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Prepare and Get Ready
Complete Pre-Licensing &
score a minimum
of 70% on exam
simulation &80% on BonusQuestions for
credit of 2,500.
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Prepare and Get Ready
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.
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Produce and Build
The rep enterstheir warm
market referrallist in the
Scoreboard andreceives instant
credit of 100 each for a
max of2,500.
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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.
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Produce and Build
The RVP, officemanager, or
sign-in coordinator
documentsmeeting
guests in VBSfor instant
creditof 500 each up
toa max of 5,000.
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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.
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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.
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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.
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Achievements
Reps receive 1,000 credit
when they are approved for
any loan or debtproduct. This includes either
Debt Watchers or
Loans.
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Achievements
The rep will receive 5,000
credit once theyare life licensed.
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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.
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Achievements
Rep receives 5,000
credit when theirRVP promotes
them to DistrictLeader and theyhave received
career credit forsix life apps and
six recruits.
Career requirements are
base shop and includeField Training apps.
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Achievements
Career requirements are
base shop and includeField Training apps.
Rep receives 5,000
credit when theirRVP promotes
them to DivisionLeader and theyhave received
career credit fornine life apps
and nine recruits.
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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.
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Upline View from New Rep Home Page
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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.
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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.
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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.
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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
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Virtual Base Shop RVP/Office Manager
Quick Start Guide
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VBS Basics – Maximize the Scoreboard
• Customize your Home Page
• File Life Applications (Scan and Log)
• Document meetings, attendance & guests
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Customize Your Home Page
Customize Page:
1. Layout2. Logo 3. Current News4. Team Name5. Welcome
Text
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Customize Your Home Page - Layout
Click “Submit” to save
Customize Layout
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Customize Your Home Page – Your Team
Customize Page:
1. Team Name2. Logo 3. Welcome
Text
Click “Submit” to save
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Customize Your Home Page – News
Click “Update” to add
Add News Item:
1. Start Date2. Stop Date 3. Title4. Text
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Customize Your Leaderboard
Click “Leaderboard” to customize
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Customize Your Leaderboard
Change the display order
Decide what to include
Click “Submit” to save
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Customize Your Base Shop Goals
Click “Base Shop Goals” to customize
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Customize Your Base Shop Goals
Change the display order
Decide what to include
Click “Submit” to save
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Customize Your Base Shop Goals
Select Set Monthly Goals
Click “Submit” to save
Enter your team goals
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Example of a Good VBS Home Page
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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
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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
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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
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Email:
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
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File Life Applications (Scan and Log)
1. Prepare the app and place on
scanner2. Select Document
Manager / File Document
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File Life Applications (Scan and Log)
2. Pick the Line of Business
And the Form Name
3. Click the “Scan” button
1. Select Scan
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File Life Applications (Scan and Log)
Review the images, if OK click “Next”
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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
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Documents Pending Review
Review and Approve apps, then submit
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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!
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Adding the Trainee to TurboApps
1. Add the Trainee
2. Click “Update” to
save the changes
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Documenting Meeting Attendance
Select the Location
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Set Up a Meeting
Select Training (Meeting) Topic
Enter the Date, Topic & Description then click “Add
This Topic”
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Document Attendance – Single Rep
Select the Meeting, then select a
Rep and click “Add Entry”
Select Training (Meeting) Sign In
Large Meetings?
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Document Attendance – Multiple Reps
Or use the Multi-Rep Sign-In,
Scroll and find a rep thenclick on the box when
done “Submit”
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Document Meeting Guests
Select Guest Sign In
Then enter the date, the rep and
the guest name, phone# andemail address and “Add
Entry”
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Add Sign-In Coordinators
Want to delegate? Set up your Team
Leadersas Sign-In Coordinators
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Add Sign-In Coordinators
Select the Location, add your
Coordinators, then “Submit”
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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)
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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!