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 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. the Rep, provide the SS#/SIN#,
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. Attend & complete credit occurs the following week once rosters are
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. of 70% on exam simulation &
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. Home, PLPP/PPLS, Debt Watchers Cert. and $MART/Loan Certification.
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. credit of 100 each for a max of
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. as IBAs are processed by
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. Base shop credit occurs as apps are processed by the home office.
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. Field Trainee credit on
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. Reps receive 1,000 credit when they are approved for
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. Career requirements are
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. Career requirements are
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. Career requirements are
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. premium in any three months & subscribe to Full Service POL.
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 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.

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 $ : 
HP ScanJet 5590
Visioneer 9450 USB
Canon MX850
Price Range $ : 
Brother DCP 8065DN
Canon DR 2050C (a Tech Support favorite!)
Price Range $500+: 
HP ScanJet 8270,
Panasonic KVS1025C

45. Need Help? - Contact Tech Support Or
Call Tech Support at
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

51. 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!

52. Adding the Trainee to TurboApps
1. Add the Trainee
2. Click “Update” to
save the changes

53. Documenting Meeting Attendance
Select the Location

54. Select Training (Meeting) Topic
Set Up a Meeting
Select Training (Meeting) Topic
Enter the Date, Topic & Description then click “Add This Topic”

55. Document Attendance – Single Rep
Select Training (Meeting) Sign In
Large Meetings?
Select the Meeting, then select a
Rep and click “Add Entry”

56. Document Attendance – Multiple Reps
Or use the Multi-Rep Sign-In,
Scroll and find a rep then
click on the box when done “Submit”

57. Document Meeting Guests
Select Guest Sign In
Then enter the date, the rep and
the guest name, phone# and
address and “Add Entry”

58. Add Sign-In Coordinators
Want to delegate?
Set up your Team Leaders
as Sign-In Coordinators

59. Add Sign-In Coordinators
Select the Location, add your
Coordinators, then “Submit”

60. 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)

61. 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!