April 19, 2022 Seminar 13: Sales Pipeline Management When: Friday, April 22, 11 am EST
Join us this Friday for a Home Office Agent Assist webinar. This week we will focus on the new coaching and development dashboard. It’s a quick 15 minute discussion with insights and helpful tips.
Sign up here.
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
Results as of Week 15
New Cases Opened This Week: Margaret Bryant C Krista Runtz C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government
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)
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
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ADM New Manager School
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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 15)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$91,585.78
Maxwell, Denise
$11,183.16
Marquess, Rick
$10,237.68
Top 15 Openers Brink, Don Bilgen, Lisa Bryant, Margaret Ford, Brook Runtz, Krista Canals, Gabriel Campbell, Branden Talburt, Marci
Taylor, Mary Ray, Carrie Weiland, Abigail
Week 15 Sales
Canals, Gabriel
$13,108.32
Stubbs, Jason
$7,723.08
Weiland, Abigail
$6,649.32
Top 15 Benefit Counselors
$56,919.03 Kunkler, Karen $7,705.62 Isaacson, Stephanie
WK 15 Net Sales Credits 7,207 2,950
$5,942.60 Maccabee, Amber Camarata, Tim $4,508.04 $4,096.83 Runtz, Krista
2,305
$3,507.81 Kinney, David $2,976.30 Hadlock, Ken
1,636
1,702 1,661
1,412
$2,435.10 Buschman, Roxana $2,263.49 Peterson, Kimberly
954
$2,197.26 Gealon, Jon $1,771.77 Miller, Tricia
852
937 839
Robison, Mark
$1,486.44 Fleener, Lois Wolden, Julie $1,140.12 $1,095.12 Schacher, Stephen
449
Shipman, Jeff
$1,079.03 Losada Monroy, Raquel
275
Wolden, Julie Otis, Marci
714 520
Quarter to Date Numbers (as of Week 15)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
66.8%
Weiland, Abigail
44.3%
Naugle, Ty
30.1%
Canals, Gabriel
17.6%
Thurston, Doug
14.7%
Stubbs, Jason
13.8%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$76,342.61 Kinney, David
10,981
Maltos-Morales, Ashley
$15,758.04 Fleener, Lois
9,772
Bryant, Margaret
$14,040.37 Kunkler, Karen
8,479
Talburt, Marci
$10,869.54 Hadlock, Ken
7,316
Weiland, Abigail
$10,212.49 Runtz, Krista
5,199
Bilgen, Lisa
$7,409.94 Isaacson, Stephanie
4,383
Ford, Brook
$4,508.04 Losada Monroy, Raquel
3,253
Runtz, Krista
$4,096.83 Maccabee, Amber
2,727
Canals, Gabriel
$3,990.01 Buschman, Roxana
2,124
Buschman, Roxana
$3,903.45 Peterson, Kimberly
1,924
Campbell, Branden
$3,120.54 Camarata, Tim
1,702
Webb, Tiffany
$3,019.56 Miller, Tricia
1,360
Taylor, Mary
$2,808.65 Marti, Alex
1,282
Shipman, Jeff
$2,570.13 Wolden, Julie
1,141
Ray, Carrie
$2,197.26 Gealon, Jon
852
Year to Date Numbers (as of Week 15)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
28.2% Weiland, Abigail
40.5%
Maxwell, Denise
25.3% Otis, Marci
23.0%
Thurston, Doug
20.3% Canals, Gabriel
17.9%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$490,934.74
Kinney, David
47,283
Bryant, Margaret
$129,065.35
Kunkler, Karen
44,198
Campbell, Branden
$91,260.45
Isaacson, Stephanie
41,163
Betz, Wes
$39,083.13
Losada Monroy, Raquel
38,033
Webb, Tiffany
$36,246.78
Maccabee, Amber
23,566
Runtz, Krista
$36,155.51
Gifford, Troy
17,356
Gifford, Troy
$35,277.66
Buschman, Roxana
15,706
Talburt, Marci
$29,164.66
Runtz, Krista
13,267
Day, Terra
$24,867.27
Hadlock, Ken
12,920
Bringhurst, Angela
$22,817.09
Fleener, Lois
11,779
Bilgen, Lisa
$20,743.47
Betz, Wes
11,774
Shipman, Jeff
$19,830.34
Weiland, Abigail
Weiland, Abigail
$19,337.74
Miller, Tricia
8,420
Curry, John
$19,120.32
Camarata, Tim
6,362
Canals, Gabriel
$17,195.65
Bonner, Lynn
5,976
10,682
Year to Date Numbers (as of Week 15) Top 5 Coordinators
WK 15 Net Sales Credits
Ballweber, Theresa
7,049
Talburt, Marci
1,794
Bryant, Margaret
649
Bringhurst, Angela
67
Otis, Marci
64
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 11,027
Talburt, Marci
3,871
Bryant, Margaret
2,214
Buschman, Roxana
805
Bringhurst, Angela
233
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
80,856
Talburt, Marci
20,127
Bryant, Margaret
14,300
Bonner, Lynn
8,846
Gifford, Troy
4,435
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
5
6.8%
2022 Cases 2022 Goal:
350 2022 Actual:
40.5 cases 11.5% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$281,207
14.2% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,835,142
18.4%
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