Primerica, a Subsidiary of Citigroup, Improves Order Efficiency and Accuracy With AppForge Crossfire

Overview

Primerica is a financial services company providing families with life insurance plans, retirement options and debt consolidation counseling among other services. In order to minimize errors, increase efficiency, and provide clients with the best possible customer service, Primerica decided it needed a paperless customer application process. The challenge for the company was how to build a solution that could potentially support its' 91,000 licensed representatives across the country, many of whom carry a handheld device of their choice. Palm, Inc., a market leader in Palm OS handhelds, recommended AppForge as a consulting and development partner that could help Primerica create a customized solution to meet their needs.