About
PrimeFlo CRM Academy
Who We Are
We believe as Primerica Advisors your CRM should be more than a database. Your Primerica CRM should be the engine that powers consistent growth and client retention. Too often, we see teams that don’t adopt their CRM and then let it sit idle.
We’re Here To Change That!
Our mission is simple: Help Primerica Advisors transform their CRM into a profit-generating system with proven workflows, automated cadences, and data-driven strategies. Every training, template, and playbook we deliver has been field-tested and tied to measurable revenue impact.
Meet Emma Goad — Founder & CEO of PrimeFlo CRM Academy
Emma Goad is the Founder and CEO of PrimeFlo CRM Academy, where she helps Primerica Financial Advisors and Regional Vice Presidents unlock the full potential of their CRM.
As a seasoned CRM Specialist and Trainer, Emma has designed and implemented systems that have delivered proven results — including generating more than $100,000 in additional take-home income for a single rep by combining Primerica’s CRM platform with custom workflows, automation, and tested processes.
Emma’s expertise lies in transforming CRM software into a profit-driving growth system. She bridges the gap between CRM technology and revenue performance, equipping Primerica teams with strategies that consistently improve client retention, annual review completion, and product per household (PHV).
Her areas of specialization include:
Annual review automation workflows that increase client touchpoints and retention
Task structures and note systems that improve team accountability
CRM automation that reduces busywork and boosts advisor efficiency
Training CRM Specialists and RVPs to maximize lifetime value (LTV) and PHV