Top Frequently asked questions:

1. What is Prime Client Outreach™?

Prime Client Outreach™ is a structured client relationship and marketing support program designed specifically for Primerica agents and leadership. We help agents systematically reconnect with their existing book of business through phone, email, SMS, and personalized mail campaigns to increase retention, reviews, referrals, and production.

2. Who is this program designed for?

This program is ideal for:

• Agents with large dormant books

• Regional Vice Presidents (RVPs)

• Senior Vice Presidents (SVPs)

• Senior National Sales Directors (SNSDs)

• Agencies managing hundreds or thousands of term life or investment accounts

If you have clients you haven’t spoken to in months or years, this program is for you.

3. What problem does this service solve?

Many agents are overwhelmed with compliance, recruiting, production, and servicing responsibilities. As a result, client follow-up suffers. We solve that by professionally handling structured outreach so agents can focus on advising, closing, and growing.

4. What types of outreach are included?

We offer a full suite of client engagement services:

• Dedicated outreach phone line

• Live call or voicemail outreach

• Personalized client review emails

• SMS graphical birthday cards

• 90-day SMS review reminders (investment clients)

• Puzzle mailing campaigns (insurance-only clients)

• Golden USB key mailing (VIP investment clients)

• CRM data cleanup and organization

5. How does the 10-Step Growth Implementation process work?

We start by analyzing your book of business and goals, then design a customized outreach strategy. After setup (including dedicated phone line and POL configuration), we execute campaigns, measure engagement, and continuously refine for better results.

6. Will clients know someone else is contacting them?

No. All communication is branded to the agent and Primerica standards. Outreach is presented as coming from your office and your Client Relations Manager. The goal is to strengthen your relationship — not replace it.