Go ALL In-Change Your Life

CRM Data Entry

Pre-Screening
Rep Survey
NEW Leads Form

OnBoarding New Agent Steps

Enroll PRI Academy LIVE
Enroll PRI Academy VIDEOS
Enroll Life Licensing
Primerica Academy Videos & Forms
Registrar para Academia de Primerica
Videos de Academia de Primerica

Onboarding New Agent Presentations

S2D Start-Up
Standard Start-Up

Licensed

Pass Notice Boomerang
Official Licensing Meeting
Securities Licensing

New Trainer

Interview Presentation
Client Presentation
Quoting
Booking KTs
 

People Skills

STAR Test
STAR Personality Descriptions
The Enneagram Personality Test
Enneagram Type Descriptions

Business Tracking

New Agent Onboard Tracker
Money Sheet

Servicing a Client

Submit Policy Delivery Info
Beneficiary Delivery Receipt
Submit Beneficiaries
PD Survey

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