Oregon Idaho Pioneers April 24, 2018 October 6, 2016
Fun Around the Territory Stan McPherson and Lee Clukey at the Dental Call Clinic. Lee just set his very first appointment!
Chelsey on the Recruiting Call From Las Vegas!!!
Kyle Rathmanner, Kevin Cornett and Monica Rotzien at a Benefits Fair & Job Expo
Harry Fisher Lee Clukey
Don't worry about the world coming to an end today. It is already tomorrow in Australia. -Charles M. Schulz
Dental PPO Kick-Start A Contest Sure to Kick-Start Sales for Individual Dental PPO! Updated: 03/09/2018
Let’s put the pedal to the metal with Colonial Life’s newest Individual Dental PPO product, launching March 26, 2018. Here are three contests for those who are ready to hit the ground running and use dental to win new accounts and revamp existing ones.
Rep Level Bonus Eligible contracts: ASR, PSR, DDM Contest duration: March 26-June 30 A $200 bonus will be awarded to the first 150 reps that generate at least $5,000 of Individual Dental PPO opener net sales premium. From these 150 reps, the rep with the highest premium during the contest period will receive an additional $2,500 bonus. Any rep that receives the $200 bonus and has more than $5,000 of Individual Dental PPO opener net sales premium at the end of the contest period will be placed in a drawing for an additional $2,500 bonus.
Unit Manager Level Eligible Contracts: ADM, PSAM Contest duration: March 26-June 30
A $500 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their unit for each of the following categories: •Annual Sales Plan <$250k •Annual Sales Plan >$250k and <$500k •Annual Sales Plan >$500k and <$750k •Annual Sales Plan >$750k
District Manager Level Eligible Contracts: DGA, PSM Contest duration: March 26-June 30 A $750 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their district for each of the following categories: •Annual Sales Plan <$750k •Annual Sales Plan >$750k and <$1.5M •Annual Sales Plan >$1.5M and <$2.5M •Annual Sales Plan >$2.5M
With any questions about qualifications, please contact David Polen at DPolen@ColonialLife.com
Read More
New Accounts BUFFALO WELDING INC - Margaret Bryant ELMORE COUNTY - Jeff Griffeth EM WEST - Doug Kartub ACKLAND FAMILY LLC - Natasha Shklayvel
April Classes Opener Class (IDAHO) April 30 - May 2 9 am – 5 pm Enroller Class (IDAHO) April 24 – 25 9 am – 5 pm
May Classes Opener Class May 8 – 10 9 am – 5 pm Enroller Class May 24 - 25 9 am – 5 pm
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
Elevate Your Impact Sales Contest The Ritz Carlton – Bachelor Gulch June 7-10, 2018
Grand prize winners will travel to Beaver Creek, CO, to experience the beauty and majesty of the Rocky Mountains. First-class accommodations and service await you at the Ritz Carlton – Bachelor Gulch. Winners will be able to walk among the Aspen trees for hiking activities, play a round at Condé Nast Traveler’s #3 “Top Western U.S. Golf Resort” and find serenity at the spa. The breathtaking mountain landscape is the backdrop for all of your experiences. Check out the contest qualifications on Propr, and make sure you Elevate Your Impact to go Rocky Mountain climbing in June!
Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below: New Rep School Qualifications: • • • • •
Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included. Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits. BQI must be 75% or higher. Manager (DGA and/or TM) approval.
ADM New Manager School Qualifications: Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) • Minimum sales of $25,000 • BQI of 75% or higher (if BQI is applicable) • Minimum of 3 recruits • Minimum of $10,000 in A Rep sales • Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting • •
DGA New Manager School
Qualifications: • • • • • •
Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
Week to Date Numbers (as of Week 16)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$65,620.44
Griffeth, Jeff
$33,646.08
Kezele, Will
$34,347.24
Canals, Gabriel
$13,050.48
Alley, Mike
$15,772.32
Rathmanner, Casey
Top 15 Openers
Week 16 Sales
Top 15 Benefit Counselors
$8,258.40
WK 16 Net Sales Credits
Griffeth, Jeff
$25,089.09 Blair, Bill
3,587
Brink, Don
$18,176.32 Griffeth, Jeff
3,577
Grimes, Stan
$12,345.33 Kramer, Cassandra
3,549
Bryant, Margaret
$10,683.25 Buschman, Roxana
3,446
Thurston, Doug
$9,356.17 Griffeth, Tyson
3,265
Griffeth, Tyson
$8,129.31 Isaacson, Stephanie
2,971
Rathmanner, Casey
$6,300.91 Morgester, Christine
2,833
Wagner, Patrick
$5,720.64 Leach, Susan
2,567
Kartub, Doug
$4,812.60 Hill, Brandon $3,997.68 Rasmussen, Kelley
1,918 1,478
Stevenson, Ron
$3,194.28 Brink, Don $3,052.20 Jones, Eric
Robinson, Rita
$2,971.44 Losada Monroy, Raquel
1,176
Ford, Mary Brook
$2,765.22 Fleener, Lois
1,125
Campbell, Branden
$2,633.28 Kunkler, Karen
1,122
Jones, Eric Taylor, Thomas
1,849 1,399
Quarter to Date Numbers (as of Week 16)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
45.0%
Bilgen, Lisa
57.2%
Cornett, Kevin
42.4%
Griffeth, Jeff
35.5%
Kezele, Will
30.9%
Canals, Gabriel
27.5%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Griffeth, Jeff
$24,912.93 Brink, Don
Thurston, Doug
$23,495.35 Isaacson, Stephanie
8,386
Brink, Don
$23,059.06 Herrera, Diego
5,169
Bilgen, Lisa
$19,212.12 Leach, Susan
4,945
Pines, Zara
$18,163.66 Rasmussen, Kelley
4,303
Grimes, Stan
$17,468.76 Kramer, Cassandra
4,029
Rathmanner, Casey
$12,520.88 Buschman, Roxana
3,658
Shipman, Jeff Campbell, Branden
Stevenson, Ron Griffeth, Tyson Wagner, Patrick Bryant, Margaret Schacher, Stephen Kartub, Doug
11,682
$9,611.13 Kunkler, Karen $9,244.80 Blair, Bill
3,637
$9,113.36 Griffeth, Jeff $8,129.31 Losada Monroy, Raquel
3,577
$7,075.86 Griffeth, Tyson $6,112.09 Hill, Brandon
3,265
$5,735.19 Morgester, Christine $5,448.96 Wolden, Julie
2,909
3,587 3,354 3,220 2,387
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
30.9% Canals, Gabriel
41.3%
Alley, Mike
24.9% Bringhurst, Angela
36.2%
Estrada, Ed
18.9% Bilgen, Lisa
31.1%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$172,116.44
Isaacson, Stephanie
55,540
Pines, Zara
$116,118.18
Kunkler, Karen
34,993
Thurston, Doug
$87,370.18
Buschman, Roxana
34,372
Dickson, Brian
$74,404.01
Leach, Susan
28,723
Waldram, Matthew
$68,781.72
Losada Monroy, Raquel
20,265
Gifford, Troy
$64,163.90
Wolden, Julie
18,712
Day, Eric
$62,670.22
Waldram, Matthew
18,640
Griffeth, Jeff
$57,515.56
Griffeth, Jeff
18,285
Bringhurst, Angela
$47,169.30
Brink, Don
17,634
Bilgen, Lisa
$42,832.02
Wollen, Gordon
16,677
Jones, Eric
$35,697.38
Jones, Eric
14,684
Taylor, Thomas
$32,551.47
Morgester, Christine
14,327
Grimes, Stan
$29,413.41
Rasmussen, Kelley
12,182
Bryant, Margaret
$26,815.26
Taylor, Thomas
11,699
Shipman, Jeff
$25,417.04
Gifford, Troy
10,821
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
15
40.5%
2018 Cases 2018 Goal:
249 2018 Actual:
78
31.3% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$318,819
22.4% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,731,028
19.6%
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
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550