Welcome to the Primerica Online Training System!

Overview

This application deploys and tracks training and certifications. The initial rollout of this application includes the following items:

  • 2008 Attestations and Representations
    • Online Course
  • PrimElite IV Variable Annuity Certification
    • Online Course
      --OR--
    • Live Event *
  • HMI Debt Certification**
    • Online Course
*
If the Rep attends a live event, the RVP must mark Rep attendance in the online training system to complete the certification process.
**
Reps doing business in Georgia must also complete the GA Mortgage Law course.

RVPs: Using the Online Training System

RVPs must decide how they would prefer their Reps to complete training when there is an option of a course or event.

  • Online Courses: If RVPs prefer to have Reps take the online courses, instruct Reps to access the online training system through POL → Field Instruction. Click the Product Training link in the left navigation area. Once in the online training system, Reps can follow instructions in the online help to take courses or register for events.
  • Live Events: If RVPs prefer to have Reps attend Base Shop events, RVPs can create live events for the Base Shop using the new online training system. RVPs can register Reps for events or instruct Reps to go register themselves. In addition, RVPs will use the online training system to log attendance for live events
    Note: RVPs can only create live events for the PrimElite IV Variable Annuity Certification course.

Setting up a Live Training Event

  1. At the top of the Training & Events screen, select Curriculum → Training Session(s).
  2. Select the live event option PrimElite IV Variable Annuity Certification.
  3. Add start / end dates and times for the live event using the drop-down menus.
  4. Enter a location name.
  5. Select the RVP’s name from the Instructor drop-down menu.
  6. Enter the address where the training event will be held.
  7. Enter the expected number of attendees.
  8. Enter a contact phone number.
  9. Click Add.
    Result: The training event is added to the lower section of the screen of the Training and Events screen.

Registering Reps for Training Events

Once the training event is created, RVPs can immediately register downlines.
Note: RVPs do not have to register Reps for live events. Reps can register themselves.

  1. In the left navigation, click Events.
  2. Locate the event on the calendar and click the name to access the registration options.
  3. Select I would like to register other colleagues, not myself.
  4. Click Register.
  5. Select the desired attendees by highlighting their name.
    Select multiple names by holding down the Ctrl key while select the desired names.
  6. Click Add Other Colleagues.
  7. Click Finish Registration.
    Result: A confirmation page displays a list of registered attendees. In addition, an email will be sent to each new person registered for the training event.

At any time, RVPs can add more attendees to existing training events by following the steps above.

Tracking Attendance to Events

After the training event, RVPs must enter Rep attendance in the online training system for attendance tracking.

Note: If attendance is not entered, Reps will not receive credit for participation. In addition, they will not be compliant to conduct business.

  1. At the top of the Training and Events screen, select Curriculum → Training Session.
  2. Click the training session name.
  3. Locate the event in the lower portion of the screen.
  4. Click View Attendees.
    Result
    :The list of registered attendees displays.
  5. Click Yes for all registered Reps who attended the event and No for the Reps who did not attend.
  6. Click Update.

Adding an Unregistered Attendee to a Past Event

Attendees not previously registered for a training event can still be added and marked present.

  1. At the top of the screen, select Curriculum → Training Session.
  2. Locate the event in the lower portion of the screen.
  3. Click View Attendees.
  4. Click Register an Associate for this Training Session.
  5. Search for the Rep’s name, or select your name from the RVP/Base Shop drop-down menu and click Search Associates to select from a list of Rep.
  6. Click Register for event next to the desired Rep’s name.
    Result: The selected Rep is added to the registered list with Yes selected.
  7. Click Update.

REPS: Using the Online Training System

See the following sections for instructions on taking courses.

2008 Attestations and Representations

This training is only available as an online course. To complete this online course, follow these instructions.

  1. Click Online Courses in the left navigation area.
  2. Click Go to search on all available courses.
  3. Find the course name in the list, then click Begin Training.
  4. Once in the course, in the right navigation panel, click the Exit Survey link to access the 2008 Attestations and Representations questions. You may need to scroll to the right to see the link.
  5. Answer all the questions and click Next.
    Result: A confirmation page displays.

PrimElite IV Variable Annuity Certification

You may take the online course or attend a Base Shop event where the RVP logs your attendance. Once your completion is indicated in the online training system (either through the online course or through the RVP logging your attendance at an event), the Home Office is notified and will forward your certificate.

Registering for an Event

In the left nav, click Events. The Events Calendar displays.

  1. Click the link of the Event you want to attend.
  2. Click Register.
    Result: The confirmation page displays. You have the option to print the page.

Taking the Online Course

  1. Click Online Courses in the left navigation area.
  2. Click Go to search on all available courses.
  3. Find the course name in the list, then click Begin Training.
  4. Complete all modules in the course for completion.

HMI Debt Certification*

This training is only available as an online course. To complete the online course, follow these instructions.

  1. Click Online Courses in the left navigation area.
  2. Click Go to search on all available courses.
  3. Find the course name in the list, then click Begin Training.
  4. Answer the Career Conflict Question** and click Submit.
    Note: After submitting your answer, you may change your answer at any time by working with your RVP.
  5. After processing your answer, the system automatically launches the course video.
  6. You must view the entire course to receive credit for completion.

    Note:  Your answer to the Career Conflict question determines which lines of HMI business you can conduct. In addition, there may also be other State requirements that you must complete before conducting business. Your RVP will discuss any additional requirements with you.  Please wait for your approval letter before conducting  any business.
*
Georgia Reps must also complete the GA Mortgage Law Course.
**
If you have already answered the Career Conflict question, you will not see the question if you launch the course.



General Notes

  • In-progress courses appear in the Online Training in Progress section until they are completed or deleted.
  • Training events created by an RVP appear on the Events Calendar for Reps to whom he/she gives access. For example, the RVP may set all securities training events to appear for only those Reps with a securities license.

 

Need Assistance?

Email Us   us_compliance_helpdesk@primerica.com  help_callatlanta@primerica.com
us_PrimElite@primerica.com

Call Us - RVPs/Admins Only
For system errors and malfunctions, call call Tech Support at (888) 737-2255.

Fax Us
(770) 564-7770

Operating Hours (EST)
Mon – Sat 7 AM – 11 PM EST
Sun 11 AM – 6 PM EST

 Best Times to Call (EST):
 7 a.m. - 10 a.m.  Mon - Fri
 6 p.m. - 10 p.m.  Mon - Fri