Consulting Services

Our Consultation Services are contractual fee based service. These services are designed to assist RVPs and near term RVPs Only as well as their office managers with the management of quality of business processes to ensure that Not Takens and Lapses are kept to a minimum.   In particular, these services are for those RVPs who feel they don’t have the aptitude or the time to properly mange this area of their business.  The details of these services are as follows:

  • Conduct weekly strategy sessions with the RVP
  • Facilitate two meetings per week with key leaders to review Lapses, Not Takens, Pending Business and Policy Master items.
  • Document, track and maintain a Lapsed, NTO and Policy Master action register to ensure that reinstatements, the reopening of NTO cases and missed payments are resolved in a timely manner
  • Provide strategic guidance to RVPs
  • Develop processes and tools when appropriate to facilitate the successful management of the pending business process
  • Provide the RVP with monthly quality of business summary data outside of what is currently collected and presented by Primerica to insure that appropriate decisions are made regarding the effectiveness of the baseshop
  • Help identify data integrity issues that are adversely affecting the RVP

Contact us at 919-806-0204 for more details and a free quote.