The Cost of Doing It Alone
Most RVPs think they’re saving time and money by doing things themselves — until they realize how much business is slipping through their fingers or going untouched. There are only 5% of Primerica Advisors even utilizing their CRM. That means that 95% of them are leaving about 5-6 figures on the table every year.
You just have to understand that once you and your team are servicing 500+ clients, human error and inconsistency begin to break down the traditional ways and inconsistency begins to multiply. As an example at minimum if you are missing annual reviews with clients you are losing anywhere from $300-$1000 in revenue per client. That’s a massive missed opportunity, not only to grow your business but to also help your clients stay relevant with their investments as their needs and lives change.
So in comes a CRM Specialist. What is a CRM specialist you ask? Their role is to keep data clean, organize your CRM workflows and automate your client touchpoints. They are able to help build systems so RVPs can truly focus on leadership and the growth of their team. Ultimately a CRM Specialist keeps the CRM aligned with campaigns, client renewals, and review cadences.
As you can see from our results page on our site the outcomes of mastering your CRM and having a CRM specialist are astronomical improvements. The very first RVP that utilized the PrimeFlo system added over $100K to their take home income within twelve months. The others that we have helped have reported back similar, if not better outcomes with some seeing significant premium increases within just 30 days.
Hiring a CRM Specialist and mastering your CRM isn’t an expense — it’s a force multiplier.
If you and your team are not quite to 500 clients it still may be worth learning yourself before you hire / outsource the role. The automation and workflows are invaluable and will not only make life easier but will drive significant business growth. Ultimately we are here to help Primerica Leaders take the next step and unlock never before seen growth with tools that have already been provided.
Whether you’re a CRM specialist ready to be trained or an RVP ready to scale, the system is the same. Book an intro call with Emma today and know that you don’t have to do this alone. We can show you how to grow your business not in quarters and years but in days and weeks.
