Oregon Idaho Pioneers April 12, 2017 October 6, 2016
Harmony 13.4 Release Scheduled for April 24th The update is loaded with new products and features including New Individual Accident (IAC 4000) which has been approved in 30 states (approved for Oregon, not available in Idaho). Get a list of all the updates in the Harmony 13.4 Release Notes on Propr. Harmony scheduled maintenance Harmony will be unavailable on Saturday, April 22 and Sunday, April 23 for scheduled maintenance because of the 13.4 upgrade. If you have a scheduled enrollment during this time, you will need to download to offline before April 22. How does this affect my enrollment?
If you were planning an enrollment during the weekend of the scheduled maintenance, please note that Harmony online will be unavailable on both Saturday, April 22 and Sunday, April 23. If you need to download an account to Harmony offline, you must do so before Saturday, April 22. If you have applications on your offline machine, please upload them by Friday, April 21, if possible. Otherwise, you will need to download and install Harmony 13.4 to upload applications after the scheduled maintenance. How to download Harmony 13.4 View the instructions on how to download and install Harmony 13.4 on your computer on Propr If you have any questions, please contact the Enrollment Solutions Help Desk at (800) 43-VOICE, option 2, then 5.
William Blair
Tom Gunness has achieved 10K90!
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Second Quarter RACE Event Coming Soon Get ready! Get ready for our Q2 RACE event – join upcoming webinar to learn more This webinar, scheduled for Friday, April 21 at 2 p.m. ET, will be hosted by the Small Market Solutions team and is intended to provide details on the 2Q RACE event - Vertical Marketing Blitz - including a demo of the RACE reporting app on Propr.
2Q RACE Event webinar Friday, April 21 2 p.m. ET EGC: https://egc.unum.com/lrgonzalez Dial in: (888) 238-7803 Passcode: 6783984#
Contact Center Closing The Contact Center will be unavailable Friday, April 14, from 1:30 to 2:30 p.m. so employees can attend team meetings. The National Phone Team will be unavailable Friday, April 21, from 10 to 11 a.m. EST so employees can attend a team meeting. Service from the National Phone Team will resume promptly at 11 a.m. The Enrollment Solutions Service Desk will be unavailable Friday, April 21, from 12:55 to 2:05 p.m. EST because of a department meeting.
Portland Class Dates April 28 New Agent Advanced Training
Idaho Class Dates April 25 - 26 Enroller Class
May 9 - 11 Opener class
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@Coloniallife.com
HILLSBORO PEDIATRIC CLINIC LLC - Don Brink BURNSIDE BREWING COMPANY - Brian Dickson SHASTA ADMINISTRATIVE SERVICES - Suzanna Fierstos GENTLE DENTAL CARE - Elizabeth Moote PORTLAND SURGICAL SPECIALIST - Casey Rathmanner
Week 14 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$41,446.59 Durre, Michael
Cornett, Eric
$14,226.00 Rathmanner, Casey
$9,587.64
Kezele, William
$12,504.00 Griffeth, Jeffrey
$8,018.58
Top 15 Openers
Week 14 Sales
Fierstos, Suzanna
$12,632.64
Brink, Don
$10,978.50
Top 15 Benefit Counselors
6,113.13
Fierstos, Suzanna
4,421.41
$9,412.23
Rathmanner, Casey
$7,279.32 Griffeth, Terri Leach, Susan $6,702.54 Gifford, Troy $4,869.67 Isaacson, Stephanie $4,485.42 Waldram, Matthew $4,059.30 Kunkler, Karen $3,184.58 Buschman, Roxana $1,955.76 Myers, Jan $1,800.31 Wollen, Gordon $1,672.32 Pace, Stephen $1,112.76 Durre, Michael $711.56 Moote, Elizabeth $627.00 Canals, Gabriel
Dickson, Brian Kezele, William Waldram, Matthew Leach, Susan Durre, Michael Bryant, Margaret Shipman, Jeff Bringhurst, Angela Stirling, Carol Moote, Elizabeth
WK 14 Net EN Sales Credits
Morgester, Christine
Thurston, Doug
Griffeth, Jeffrey
$14,588.40
2,320.58 2,071.15 1,946.83 1,611.69 1,420.76 1,331.79 1,148.31 900.52 701.45 680.90 512.32 438.90 319.58
Quarter to Date Numbers (as of week 14)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Eric
16.4% Durre, Michael
31.7%
Alley, Mike
13.7% Rathmanner, Casey
18.8%
Kezele, William
Top 15 Openers
6.5% Griffeth, Jeffrey
QTD-2017 Sales
Top 15 Benefit Counselors
4.9%
QTD Net Sales Credits
Fierstos, Suzanna
$12,632.64 Morgester, Christine
6,113.13
Brink, Don
$10,978.50 Fierstos, Suzanna
4,421.41
Thurston, Doug
$9,412.23 Griffeth, Terri
2,320.58
Rathmanner, Casey
$7,279.32 Leach, Susan
2,071.15
Griffeth, Jeffrey
$6,702.54 Gifford, Troy
1,946.83
Dickson, Brian
1,611.69
Kezele, William
$4,869.67 Isaacson, Stephanie $4,485.42 Waldram, Matthew
Waldram, Matthew
$4,059.30
Leach, Susan
$3,184.58
Durre, Michael
$1,955.76
Bryant, Margaret
$1,800.31
Shipman, Jeff
$1,672.32
Bringhurst, Angela
$1,112.76
1,420.76
Kunkler, Karen
1,331.79
Buschman, Roxana
1,148.31
Myers, Jan
900.52
Wollen, Gordon
701.45
Pace, Stephen
680.90
Durre, Michael
512.32
Moote, Elizabeth
438.90
Stirling, Carol
$711.56
Moote, Elizabeth
$627.00 Canals, Gabriel
319.58
Year to Date Numbers (as of Week 14)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
21.3% Rathmanner, Casey
30.5%
Kezele, William
17.3% Griffeth, Jeffrey
19.2%
Griffin, Larry
14.2% Bringhurst, Angela
13.7%
Top 15 Openers Brink, Don
YTD - 2017 Sales
Top 15 Benefit Counselors
$177,560.65
YTD Total Net Sales Credit
Isaacson, Stephanie
55,874.58
Morgester, Christine
30,551.30
Buschman, Roxana
26,158.63
Kunkler, Karen
21,737.12
Leach, Susan
21,380.28
Wollen, Gordon
15,427.72
Hansen, Brian
14,930.69
Gifford, Troy
14,301.82
Thurston, Doug
$97,475.48
Hansen, Brian
$76,293.41
Pines, Zara Anne
$70,858.36
Bryant, Margaret
$62,017.66
Dickson, Brian
$54,193.87
Gunness, Thomas
$26,046.03
Griffeth, Tyson
$19,920.54
Griffeth, Jeffrey
$19,667.52
Rathmanner, Casey
$18,950.85
Bringhurst, Angela
$18,864.36
Fierstos, Suzanna
$18,309.48
Ford, Brook
6,614.35
Jones, Eric
$16,376.67 Bringhurst, Angela $14,693.40 Jones, Eric
Waldram, Matthew
$14,648.88 Waldram, Mathew
6,216.10
Dickson, Brian
8,929.36
Fierstos, Suzanna
7,807.67
Canals, Gabriel
7,449.48
Pace, Stephen
7,365.21
6,336.08
April 2017 Sun
Mon
Tue
Wed
Thu
Fri
Sat 1
2
3
4
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
10
Enroller Class (Lake Oswego)
Call Clinic 8 - 12 NOON
11
12
13
14
15
Opener Class (Lake Oswego)
16
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
17
Passover
Call Clinic 8 - 12 NOON
18
DDP
19
20
21
22
Passover
23
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
24
Call Clinic 8 - 12 NOON
25
26 Idaho Enroller Class
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
30
27
28
29 New Agent Advanced Training
Call Clinic 8 - 12 NOON
May 2017 Sun
Mon
1
Tue
2
Wed
3
Thu
4
Fri
5
Sat
6
Territory Wide Race Event President’s Club and Leaders Conference— Spain/Portugal
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
7
8
Call Clinic 8 - 12 NOON
9
10
11
12
13
President’s Club and Leaders Conference—Spain/Portugal
14
21
15
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
22
Opener Class (Lake Oswego)
16
29 Territory Office Closed
18
19
20
Call Clinic 8 - 12 NOON
23
24 Enroller Class (Lake Oswego)
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
28
17
Call Clinic 8 - 12 NOON
30
31 DDP (Lake Oswego)
25
26
27 ADM Qtrly Advanced
Call Clinic 8 - 12 NOON
2nd Qtr Case 2017 Goal:
44 2017 Actual:
5
11% 2017 Cases 2017 Goal:
259 2017 Actual:
39
15% 1st Qtr Premium 2017 Goal:
$1,378,003 2017 Actual:
$83,900
6% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$1,100,000
14%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550