Office Suites PLUS Clients
Case Studies
Primerica Improves Image—And Sales
Waters in Tampa, FL
Background
Primerica, a member of Citigroup, is a multi-national company that provides financial solutions for debt consolidation, investments and life insurance. The company was founded in 1977 on the notion that middle income families not only need life insurance, but also need to invest for the long-term. “At the time, a typical investment for a middle income American household was in whole life insurance policies. Primerica was the first to aggressively recommend buying term insurance instead, and investing the difference”, says Ed Ayala, National Sales Director for Primerica.
“While a lot has changed over the years, this philosophy of transforming the way middle income earners manage money is still our bread and butter.” Today, the biggest problem in household finances is, of course, swelling debt. “Now we first focus on clearing out a family’s debt, then focus on insuring and investing wisely.”
Primerica has one of the largest sales forces in the country – 100,000+ strong, and they are spread throughout the country. “I am responsible for recruiting, training and developing licensed representatives in the Florida area, and our image is an important aspect of both our relationships with clients and with our associates and prospective associates. We need to cultivate a warm and inviting image.” Primerica has always emphasized a very personalized selling philosophy – “an old-style, kitchen table approach”, according to Ayala. “We chose Office Suites PLUS with hopes of upholding our image, and providing a warm and inviting place for employees and clients.”
Office Suites PLUS Offered a First-Class Image at a Reasonable Price
Ayala states, “Previous to Office Suites PLUS, we had a dream office location – a corner office in a beautiful high-rise glass building overlooking the city and the bay. At first, I didn’t think I could ask for a better location. But in reality it was a huge expense every month and both clients and employees felt the location was cold and impersonal. We realized having an ‘impersonal’ image at huge expense was not what we needed.” Ayala wanted to create a warmer, more friendly environment, and at the same time, save on expenses. Office Suites PLUS fit this need perfectly.
“As a recruiter and trainer, I like doing business with companies that are doing a great job of training and hiring. It’s usually an indication of their discipline and ability to deliver on their promised goods or services. In my experience, Office Suites PLUS and its people deliver on what they promise.”
“In addition, we have seen an increase in our client base since we moved into Office Suites PLUS. We believe a significant part of that increase is due to Office Suites PLUS and its people.” Ayala continued, “As I’ve said, our selling style is an important part of the success of our company, and Office Suites PLUS makes it possible for us to ensure a quality and friendly experience for our clients, and a comfortable place for our employees to thrive in their jobs.”
Learn more about Primerica at http://www.primerica.com.
