Presentation on theme: "The Builders Track Scoreboard & Bonus"— Presentation transcript:
1 The Builders Track Scoreboard & Bonus New Recruits log on to Primerica OnlineLand on the New Rep Home PageUse their personal Builders Track Scoreboard
2 The Builders Track Scoreboard & Bonus Links provide navigation to POLThe Scoreboard gives credit for activity & successScore increases as reps Prepare, Produce & Achieve
3 The Builders Track Scoreboard & Bonus Bonus for up to 6 months (8 months in Canada) after start monthStart month is the recruit credit monthWork to get licensed & bonusable at 50,000Bonus using the Score at each month endAs the score increases the bonus % goes up
4 The Builders Track Scoreboard & Bonus RVPs bonus when their new reps bonusNo qualification for the RVP!Also, the 1st qualified upline can bonusRVPs are NOT eligible for the Upline bonusUplines qualify with 100,000 in “Original Builders Premium” over the last 3 monthsFor example …10 recruits x $10,000 premium or20 recruits x $5,000 premium total for all 3 mos.Bonus = Personal Premium X Bonus % X RVP’s Base Shop QBI
6 Prepare and Get ReadyThe new recruitenters their Goalsin theScoreboard andthe upline and theRVP will receivean withthe rep’s goals.Rep gets instantcredit of 1,000.
7 Prepare and Get ReadyThe RVP, officemanager, or sign-in coordinatordocumentsmeetingattendance in VBSfor instant creditof 500 each up toa max of 5,000.
8 the Rep, provide the SS#/SIN#, Prepare and Get ReadyPrepare apersonal FNA onthe Rep, provide the SS#/SIN#,produce the“Sales ProposalReport,” connectto POL, “Get MyUpdates,” creditof 1,000 postsovernight.
9 Prepare and Get ReadyThe new recruitwatches 10 shortvideos online andreceives instantcredit of 100 eachfor a max of 1,000.
10 Attend & complete credit occurs the following week once rosters are Prepare and Get ReadyReceive Pre-Licensing creditof 2,000 forregistration, 3,000for attending and4,000 forcompleting class.Walk-ins don’t getregistration credit!Attend & complete creditoccurs the followingweek once rosters arereceived and processed.
11 of 70% on exam simulation & Prepare and Get ReadyComplete Pre-Licensing &score a minimumof 70% on exam simulation &80% on BonusQuestions forcredit of 2,500.
12 Home, PLPP/PPLS, Debt Watchers Cert. and $MART/Loan Certification. Prepare and Get ReadyPrepare to Earn $Now allows therep to earn 1,000each for completingonline prep coursesincluding Auto andHome, PLPP/PPLS, Debt Watchers Cert. and $MART/Loan Certification.
13 credit of 100 each for a max of Produce and BuildThe rep enterstheir warmmarket referrallist in theScoreboard andreceives instantcredit of 100 each for a max of2,500.
14 Produce and BuildThe rep workswith their FieldTrainer to setappointments andthen documentsthe appointmentsin theScoreboard forinstant credit of500 each up to amax of 5,000.
15 Produce and BuildThe RVP, officemanager, or sign-in coordinatordocumentsmeetingguests in VBSfor instant creditof 500 each up toa max of 5,000.
16 as IBAs are processed by Produce and BuildThe rep receives2,500 credit foreach IBA asthe Recruiter.After gettingpromoted, the repgets 2,500 creditfor all base shoprecruits by therep’s team.Recruit credit occursas IBAs are processed bythe home office.
17 Base shop credit occurs as apps are processed by the home office. Produce and BuildThe rep gets 2,500instant credit foreach FieldTrainingObservationdocumented inVBS. Oncelicensed, the repgets 2,500 creditfor all base shoplife apps.Base shop credit occursas apps are processed bythe home office.
18 Field Trainee credit on Produce and BuildFor other lines ofbusiness, the repreceives 1,000credit for beingthe writing agentor receiving anoverride. The repmust be productapproved.Reps do NOT receiveField Trainee credit onOther Apps.
19 Reps receive 1,000 credit when they are approved for AchievementsReps receive 1,000 credit when they are approved forany loan or debtproduct. This includes either Debt Watchers or Loans.
20 AchievementsThe rep will receive 5,000credit once theyare life licensed.
21 Career requirements are AchievementsRep receives 5,000credit when theirRVP promotesthem to SeniorRep and theyhave receivedcareer credit forthree life apps andthree recruits.Career requirements arebase shop and includeField Training apps.
22 Career requirements are AchievementsRep receives 5,000credit when theirRVP promotesthem to DistrictLeader and theyhave receivedcareer credit forsix life apps andsix recruits.Career requirements arebase shop and includeField Training apps.
23 Career requirements are AchievementsRep receives 5,000credit when theirRVP promotesthem to DivisionLeader and theyhave receivedcareer credit fornine life apps andnine recruits.Career requirements arebase shop and includeField Training apps.
24 premium in any three months & subscribe to Full Service POL. AchievementsRep receives 2,500credit when theyare eligible for theSecurities LicenseBenefit. Advanceto District, $2,500premium in any three months &subscribe toFull Service POL.Must maintain eligibilityto receive credit.
26 uCanPass, Self-study Box States/Provinces & Third Party Credit is given as activity is documenteduCanPass.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 RecruiterAnd the hierarchy of the Recruiter when the IBA is processedLife & 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 processPromote Rep to the same level as an uplineAnd 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 firstThe next day, promote the repThis order will avoid a “pass-up” and potential loss of recruit creditTo transfer reps to newly promoted rep:Remember to do the transfers the day after the promotionThe 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 PageFile Life Applications (Scan and Log)Document meetings, attendance & guests
32 Customize Your Home Page Customize Page:LayoutLogoCurrent NewsTeam NameWelcome Text
33 Customize Your Home Page - Layout Customize LayoutClick “Submit” to save
34 Customize Your Home Page – Your Team Customize Page:Team NameLogoWelcome TextClick “Submit” to save
35 Customize Your Home Page – News Add News Item:Start DateStop DateTitleTextClick “Update” to add
36 Customize Your Leaderboard Click “Leaderboard” to customize
37 Customize Your Leaderboard Decide what to includeChange the display orderClick “Submit” to save
38 Customize Your Base Shop Goals Click “Base Shop Goals” to customize
39 Customize Your Base Shop Goals Decide what to includeChange the display orderClick “Submit” to save
40 Customize Your Base Shop Goals Select Set Monthly GoalsEnter your team goalsClick “Submit” to save
42 File Life Applications (Scan and Log) File & log in VBS in a few easy steps!Updates your VBS site “real-time”LeaderboardTeam and Personal GoalsPromotion TrackingHome Office auto-files for you:TurboAppsCustom $mart SolutionsNew Account Confirmations
43 File Life Applications (Scan and Log) Scan paper apps directly into VBSMake sure PC meets requirementsYou need a high speed internet connectionScanner must be “Twain Compliant”Use black or blue ink to take applicationsLocal Area Networks can be problematicMost new scanners work greatMulti-page scanners are bestThe duplex scanning feature may not work
44 Shopping for a New Scanner? Price Range $ : HP ScanJet 5590Visioneer 9450 USBCanon MX850Price Range $ : Brother DCP 8065DNCanon DR 2050C (a Tech Support favorite!)Price Range $500+: HP ScanJet 8270,Panasonic KVS1025C
45 Need Help? - Contact Tech Support OrCall Tech Support atMon. – Sat. 7 a.m. – 11 p.m. ETSunday 11 a.m. – 6 p.m. ET
46 File Life Applications (Scan and Log) 1. Prepare the app and place on scanner2. Select DocumentManager / File Document
47 File Life Applications (Scan and Log) 1. Select Scan2. Pick the Line of BusinessAnd the Form Name3. 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 & birthday2. Select Production Month3. Enter the Trainee4. 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 Log2. Select the TurboAppNote: Add the Trainee at the KT, with new Windows Mobile!
52 Adding the Trainee to TurboApps 1. Add the Trainee2. Click “Update” tosave the changes
53 Documenting Meeting Attendance Select the Location
54 Select Training (Meeting) Topic Set Up a MeetingSelect Training (Meeting) TopicEnter the Date, Topic & Description then click “Add This Topic”
55 Document Attendance – Single Rep Select Training (Meeting) Sign InLarge Meetings?Select the Meeting, then select aRep and click “Add Entry”
56 Document Attendance – Multiple Reps Or use the Multi-Rep Sign-In,Scroll and find a rep thenclick on the box when done “Submit”
57 Document Meeting Guests Select Guest Sign InThen enter the date, the rep andthe guest name, phone# andaddress and “Add Entry”
58 Add Sign-In Coordinators Want to delegate?Set up your Team Leadersas Sign-In Coordinators
59 Add Sign-In Coordinators Select the Location, add yourCoordinators, 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 officeMake 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” productionDo 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 UplinesWe will announce when this enhancement is ready, probably early 2nd quarter 2010!