APRIL 27, 2022
Make sure to register to secure your preferred date through My Learning Connection (MLC). Space is limited per class.
“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 16
M = Manufacturing
New Cases Opened This Week:
W = Wholesale
Lisa Bilgen
G = Grocery
Don Brink C
CG = City Government
Tiffany Webb M
C = Construction
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
•
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.
•
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
•
Coordinators can assign who gets calls, in minutes and independent from Home Office
•
Optional overflow support by Home Office Enrollment Support Specialists; prioritized phone calls to 1099 Benefits counselors
AWS Engage Now Platform
•
Can offer stability, modern and flexible functionality
•
Voicemail support, virtual callback, and other phone customizations
•
Easily accessible through browser-based technology
•
All calls are recorded and stored for audit requirements
Immersive experience for customers
•
Works with other tools including Screenmeet to provide Screensharing/Co Browse and video
•
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
•
ADM New Manager School
•
DGA New Manager School
•
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 16) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$60,184.69
Stubbs, Jason
$9,624.48
Naugle, Ty
$13,728.72
Canals, Gabriel
$7,860.48
Marquess, Rick
$12,493.32
Weiland, Abigail
$6,052.68
Top 15 Openers Bryant, Margaret Brink, Don Bilgen, Lisa Johnson, Kyle Campbell, Branden Webb, Tiffany Bringhurst, Angela Waldram, Matt
Ballweber, Theresa Taylor, Todd Curry, John Day, Terra Ray, Carrie Cornett, Eric Talburt, Marci
Week 16 Sales
Top 15 Benefit Counselors
$19,867.08 Maccabee, Amber $10,149.40 Hadlock, Ken $8,211.00 Isaacson, Stephanie Losada Monroy, Raquel $5,079.24 $3,718.32 Kunkler, Karen
WK 16 Net Sales Credits 3,977 3,912
3,452 2,305 879
$2,994.00 Bringhurst, Angela $2,341.80 Buschman, Roxana
820
$2,300.76 Waldram, Matt $2,294.31 Miller, Tricia
805
$2,221.12 Cornett, Eric $2,076.48 Eddy, Stephanie $1,813.44 Gurney, Brenda Bonner, Lynn $1,295.28 $1,268.28 Campbell, Melody $881.70 Sweeley, Chad
807
689 592 439 437 426 426 372
Quarter to Date Numbers (as of Week 16)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
71.8%
Weiland, Abigail
54.4%
Naugle, Ty
44.4%
Stubbs, Jason
31.0%
Marquess, Rick
21.8%
Canals, Gabriel
21.8%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$86,492.01 Hadlock, Ken
11,228
Bryant, Margaret
$33,907.45 Kinney, David
10,941
Maltos-Morales, Ashley
$15,758.04 Fleener, Lois
9,683
Bilgen, Lisa
$15,620.94 Kunkler, Karen
9,358
Talburt, Marci
$11,751.24 Isaacson, Stephanie
7,835
Weiland, Abigail
$11,094.19 Maccabee, Amber
6,704
Campbell, Branden
$6,838.86 Losada Monroy, Raquel
5,558
Webb, Tiffany
$6,013.56 Runtz, Krista
5,440
Johnson, Kyle
$5,079.24 Buschman, Roxana
2,931
Runtz, Krista
$4,785.39 Miller, Tricia
2,049
Canals, Gabriel
$4,550.98 Camarata, Tim
2,027
Ford, Brook
$4,508.04 Peterson, Kimberly
1,924
Buschman, Roxana
$3,946.05 Bringhurst, Angela
1,634
Ray, Carrie
$3,492.54 Wolden, Julie
1,296
Taylor, Mary
$3,223.80 Marti, Alex
1,282
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
30.8% Weiland, Abigail
42.8%
Maxwell, Denise
25.8% Otis, Marci
23.0%
Thurston, Doug
21.3% Canals, Gabriel
18.4%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales
Brink, Don
$501,084.14
Kinney, David
47,242
Bryant, Margaret
$148,932.43
Kunkler, Karen
45,077
Campbell, Branden
$94,978.77
Isaacson, Stephanie
44,616
Webb, Tiffany
$39,240.78
Losada Monroy, Raquel
40,338
Betz, Wes
$38,562.81
Maccabee, Amber
27,543
Runtz, Krista
$36,844.07
Gifford, Troy
17,356
Gifford, Troy
$35,277.66
Hadlock, Ken
16,832
Talburt, Marci
$30,046.36
Buschman, Roxana
16,513
Bilgen, Lisa
$28,954.47
Runtz, Krista
13,508
Day, Terra
$26,680.71
Betz, Wes
11,774
Bringhurst, Angela
$25,158.89
Fleener, Lois
11,690
Curry, John
$21,196.80
Weiland, Abigail
10,682
Weiland, Abigail
$20,712.04
Miller, Tricia
9,110
Shipman, Jeff
$19,257.57
Camarata, Tim
6,687
Ballweber, Theresa
$18,499.02
Bringhurst, Angela
6,441
Year to Date Numbers (as of Week 16) Top 5 Coordinators
WK 16 Net Sales Credits
Ballweber, Theresa
3,835
Talburt, Marci
2,459
Bryant, Margaret
1,525
Gross, Lynsay
240
Bringhurst, Angela
234
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 14,862
Talburt, Marci
6,330
Bryant, Margaret
3,739
Buschman, Roxana
813
Bringhurst, Angela
467
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
84,691
Talburt, Marci
22,585
Bryant, Margaret
15,825
Bonner, Lynn
8,265
Gifford, Troy
4,435
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
8
10.9%
2022 Cases 2022 Goal:
350 2022 Actual:
43.5 cases 12.4% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$377,186
19% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,931,121
19.4%
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
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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