Oregon Idaho SW WA Pioneers April 13, 2022
GROWTH TEAMS ELIGIBLE -- 2Q GROWTH TEAMS INCENTIVE APRIL 3 - JULY 2 Heads up 2022 Growth Teams managers! The Second Quarter Growth Teams Incentive kicks off April 3 and goes through July 2. This sales incentive is focused on both 104week rep development and new account activity. Slots to be a winner are LIMITED, so be sure you keep track of where you’re trending to secure your winning spot.
For more information visit Propr.
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
AWS ENGAGE NOW – BENEFITS COUNSELORS ON DEMAND THROUGH AMAZON CONNECT I3 REPLACEMENT: THE DOOR TO MODERN TECHNOLOGY, ENHANCED USER EXPERIENCE All agents who use i3 today will move to AWS Engage Now by third quarter 2022. AWS Engage Now is a communication platform that allows on demand benefits counselors, dynamic call routing through Harmony, after hours voicemail, virtual callback and digital communications with VOIP ‘Call Now’ functionality.
Benefits Counselors on demand – make it easy for your employees to get in touch
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Get consistent communication all year round for New Hires and reenrollments, one phone number and call routing with Harmony account number that allows calls throughout the year and year on year.
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Digital communication offers email and landing page tailored to the account, with VOIP and schedule automatic callback options, encouraging employees to get in touch and take immediate action
Workflow – You control call routing straight from Harmony
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Coordinators can assign who gets calls, in minutes and independent from Home Office
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Optional overflow support by Home Office Enrollment Support Specialists; prioritized phone calls to 1099 Benefits counselors
AWS Engage Now Platform
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Can offer stability, modern and flexible functionality
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Voicemail support, virtual callback, and other phone customizations
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Easily accessible through browser-based technology
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All calls are recorded and stored for audit requirements
Immersive experience for customers
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Works with other tools including Screenmeet to provide Screensharing/Co Browse and video
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Provide a rich experience for customers without the need to install software (browser-based)
New Cases Opened This Week: Ashley Maltos-Morales C Denise Maxwell Tiffany Webb C = Construction M = Manufacturing W = Wholesale
G = Grocery CG = City Government
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
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Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 14)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$71,052.81
Weiland, Abigail
$19,913.58
Maxwell, Denise
$49,581.33
Canals, Gabriel
$19,564.20
Naugle, Ty
$20,996.34
Bringhurst, Angela
Top 15 Openers Brink, Don Maltos-Morales, Ashley Weiland, Abigail Talburt, Marci Bryant, Margaret Buschman, Roxana Webb, Tiffany
Week 14 Sales
Top 15 Benefit Counselors
$19,423.58 Kinney, David $15,758.04 Fleener, Lois
$1,238.82
WK 14 Net Sales Credits 9,345 9,057
$8,440.72 Hadlock, Ken Runtz, Krista $8,434.44 $8,097.77 Losada Monroy, Raquel
5,904
$3,746.16 Isaacson, Stephanie $3,019.56 Marti, Alex
1,433
3,538 2,978
1,282
$2,404.08 Kunkler, Karen $1,491.10 Buschman, Roxana
1,272
$1,070.58 Peterson, Kimberly $883.56 Wollen, Gordon
987 621
Taylor, Mary
$818.92 Wolden, Julie Bringhurst, Angela $622.53 $545.16 Eddy, Stephanie
546
Canals, Gabriel
$482.20 Miller, Tricia
521
Wollen, Gordon
Shipman, Jeff Bringhurst, Angela Day, Terra Losada Monroy, Raquel Maccabee, Amber
1,170 841 581
Quarter to Date Numbers (as of Week 14)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
54.5%
Weiland, Abigail
33.2%
Naugle, Ty
21.9%
Canals, Gabriel
10.5%
Thurston, Doug
Top 15 Openers
6.4%
QTD - 2022 Sales
Bringhurst, Angela
Top 15 Benefit Counselors
1.8%
QTD Total Net Sales Credit
Brink, Don
$19,423.58 Kinney, David
9,345
Maltos-Morales, Ashley
$15,758.04 Fleener, Lois
9,057
Weiland, Abigail
$8,440.72 Hadlock, Ken
5,904
Talburt, Marci
$8,434.44 Runtz, Krista
3,538
Bryant, Margaret
$8,097.77 Losada Monroy, Raquel
2,978
Buschman, Roxana
$3,746.16 Isaacson, Stephanie
1,433
Webb, Tiffany
$3,019.56 Marti, Alex
1,282
Wollen, Gordon
$2,404.08 Kunkler, Karen
1,272
Shipman, Jeff
$1,491.10 Buschman, Roxana
1,170
Bringhurst, Angela
$1,070.58 Peterson, Kimberly
987
Day, Terra
$883.56 Wollen, Gordon
841
Losada Monroy, Raquel
$818.92 Wolden, Julie
621
Maccabee, Amber
$622.53 Bringhurst, Angela
581
Taylor, Mary
$545.16 Eddy, Stephanie
546
Canals, Gabriel
$482.20 Miller, Tricia
521
Year to Date Numbers (as of Week 14)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
26.6% Weiland, Abigail
38.0%
Maxwell, Denise
23.9% Otis, Marci
22.1%
Thurston, Doug
18.7% Canals, Gabriel
17.0%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$434,015.71
Kinney, David
45,647
Bryant, Margaret
$123,122.75
Isaacson, Stephanie
38,213
Campbell, Branden
$88,284.15
Losada Monroy, Raquel
37,758
Betz, Wes
$38,084.61
Kunkler, Karen
36,992
Webb, Tiffany
$36,246.78
Maccabee, Amber
21,261
Gifford, Troy
$35,259.03
Gifford, Troy
17,438
Runtz, Krista
$32,058.68
Buschman, Roxana
14,752
Talburt, Marci
$26,729.56
Betz, Wes
11,774
Day, Terra
$24,743.07
Runtz, Krista
11,606
Bringhurst, Angela
$23,164.79
Hadlock, Ken
11,508
Curry, John
$19,120.32
Fleener, Lois
11,064
Shipman, Jeff
$18,258.71
Weiland, Abigail
10,682
Weiland, Abigail
$18,058.57
Miller, Tricia
7,582
Snider, Jason
$15,918.60
Bonner, Lynn
6,325
Maltos-Morales, Ashley
$15,758.04
Snider, Jason
5,571
Year to Date Numbers (as of Week 14) Top 5 Coordinators
WK 14 Net Sales Credits
Ballweber, Theresa
3,978
Talburt, Marci
2,077
Bryant, Margaret
1,565
Buschman, Roxana
773
Bringhurst, Angela
166
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
3,978
Talburt, Marci
2,077
Bryant, Margaret
1,565
Buschman, Roxana
773
Bringhurst, Angela
166
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
73,808
Talburt, Marci
18,332
Bryant, Margaret
13,651
Bonner, Lynn
8,826
Gifford, Troy
4,429
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
3
4.1%
2022 Cases 2022 Goal:
350 2022 Actual:
38.5 cases 11% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$145,389
7.3% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,699,324
17%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550