While other companies either ignore Main Street investors or cannot cost-effectively serve them, Primerica is leading the way in marketing financial solutions to the underserved middle market. And we’re being recognized for it!
Primerica Shareholder Services was recently awarded a Gold NOVA Award in Innovation in Customer Experience. Given annually by Money Management Executive magazine, the NOVA Award recognizes innovations in fund operations, as asset management companies embrace new technologies and strive to become more effective in serving their clients.
Primerica was recognized for our innovative products and technology, robust investment offerings and high quality client service, specifically the new Primerica Advisors Freedom Portfolios. Working with BNY Mellon Asset Servicing and Lockwood Advisors, Primerica implemented an online proposal generation system that is used to provide investment selections for the client, based on their personal investment objective.
Using the latest technology, representatives can generate investment proposals and set up investment accounts, and deliver statements and confirmations online using the latest version of Primerica’s TurboApps software. This creates a more efficient middle and back-office workflow process, to better service the investor. Primerica is leading the way in cutting-edge client service and top-notch products.
Together, our representatives, our products and our mobile technology are like none other in the industry. Using tools like TurboApps, representatives can meet with clients in their home and provide a high level of customer service that’s unparalleled in the industry. This award-winning service is just one more way Primerica is changing lives … one family at a time!