April 27, 2022 Newsletter

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

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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

•

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

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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 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