Oregon Idaho SW WA Pioneers April 28, 2021
Earlier this year, we announced a double case count opportunity for three identified “microvertical” markets: CONSTRUCTION, MANUFACTURING and WHOLESALE TRADE. Now, just in time for PULSE Prep Day and the second quarter PULSE event, support materials are available to help educate you on how to take advantage of this opportunity and for you to use in the marketplace with these three targeted industries. Under Recommended Items you will find: Double Case Count Illustration document – For internal use only, this outlines the compensation impact of closing cases in the three target industries. Industry Basics one-pager – Overviews of each micro-vertical (CONSTRUCTION, MANUFACTURING and WHOLESALE TRADE) Marketing materials – This document contains a copy of the external use flyer (also found with form #613850 on GroupTrak for bulk ordering), digital postcard (you can also use this direct link) and call scripts to use with accounts in these three markets.
Double Case Count Call Out in Agent Assist Did you know Agent Assist contains leads for the three micro-vertical industries and that around 90% of those leads are unclaimed? That means there are tens of thousands of unclaimed leads available for double case count across the country. To make it easier to identify these leads, the Agent Assist update on April 22 will include a “call out” of leads with the double case count opportunity in the CONSTRUCTION, MANUFACTURING and WHOLESALE TRADE industries. Use the materials to get educated on the three target industries, use the external use flyer and digital postcards for drops during the 2Q PULSE event, and look for the “call out” of double case count leads in Agent Assist to take advantage of the tremendous opportunity in the CONSTRUCTION, MANUFACTURING and WHOLESALE TRADE markets.
Second Quarter Dental Incentive Get ready to go BIG with Dental in second quarter! Agents and Brokers are eligible to earn extra rewards on new Dental sales, which include:
AGENT INCENTIVE $500 for the first 50 cases in 2Q
BROKER INCENTIVE 3% of net Dental sales in qualified accounts during 2Q
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 DGA’s Thurston, Doug
WTD Top ADM’s $61,393.50
Canals, Gabriel
$12,551.34
Durre, Mike
$5,476.44
Taylor, Mary
$3,883.74
Marquess, Rick
$4,250.40
Jones, Amanda
$3,047.28
Top 15 Openers
Week 16 Sales
Top 15 Benefit Counselors
WK 16 Net Sales Credits
Brink, Don
$21,437.74 Isaacson, Stephanie
4,888
Campbell, Branden
$10,634.10 Campbell, Branden
2,670
Harral, Kyler
$3,047.28 Miller, Tricia
1,531
Bryant, Margaret
$3,005.58 Kunkler, Karen
1,460
Bilgen, Lisa
$2,889.06 Ballweber, Theresa
1,352
Ballweber, Theresa
$2,602.72 Ford, Brook
1,093
Wollen, Gordon
$2,552.22 Harral, Kyler $2,404.56 DuPriest, Kathy
1,067
Wolden, Julie Bringhurst, Angela Maccabee, Amber Taylor, Mary Sanzobrin, Michele Thurston, Derek
1,038
$1,847.70 Gifford, Troy $1,619.00 Wollen, Gordon
944
$1,595.89 Maccabee, Amber $1,576.08 Taylor, Mary
702
893 695 648
Griffeth, Jeff
$1,497.96 Wolden, Julie $1,341.18 Bryant, Margaret
Ray, Carrie
$1,048.32 Sanzobrin, Michele
552
604
Quarter to Date Numbers (as of Week 16)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
23.3%
Canals, Gabriel
16.2%
Kezele, Will
17.4%
Taylor, Mary
13.7%
Durre, Mike
12.6%
Gifford, Troy
13.2%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$115,448.69 Kunkler, Karen
QTD Total Net Sales Credit 10,500
Campbell, Branden
$12,691.26 Isaacson, Stephanie
10,394
Ballweber, Theresa
$8,808.22 Miller, Tricia
9,506
Buschman, Roxana
$7,894.56 Losada Monroy, Raquel
8,018
Ray, Carrie
$6,340.11 Buschman, Roxana
4,259
Gifford, Troy
$6,278.97 Gifford, Troy
3,286
Ford, Brook
$6,232.68 Wolden, Julie
3,284
Griffeth, Jeff
$6,102.73 Ballweber, Theresa
2,959
Thurston, Derek
$5,979.51 Campbell, Branden
2,670
Bryant, Margaret
$5,668.64 Griffeth, Tyson
1,601
Maccabee, Amber
$4,829.59 Ford, Brook
1,152
Wagner, Patrick
$4,279.44 Harral, Kyler
1,067
Bringhurst, Angela
$3,980.70 Thurston, Derek
1,052
Harral, Kyler
$3,047.28 DuPriest, Kathy
1,024
Bilgen, Lisa
$2,886.30 Camarata, Tim
917
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
23.3% Taylor, Mary
26.2%
Attebery, Shane
20.2% Jones, Amanda
23.0%
Thurston, Doug
18.2% Daniels, Joel
19.7%
Top 15 Openers Brink, Don
YTD - 2021 Sales $396,919.69
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
64,736
Bryant, Margaret
$67,510.58
Isaacson, Stephanie
58,256
Ballweber, Theresa
$46,671.96
Losada Monroy, Raquel
26,634
Bringhurst, Angela
$44,372.70
Miller, Tricia
21,916
Campbell, Branden
$40,654.26
Gifford, Troy
16,189
Scheppegrell, Leslie
$33,301.92
Wolden, Julie
13,052
Daniels, Joel
$32,968.42
DuPriest, Kathy
10,075
Thurston, Derek
$29,120.07
Egan, Rhett
Egan, Rhett
9,981
$28,517.04
Bryant, Margaret
9,895
Taylor, Todd
$28,061.10
Buschman, Roxana
9,552
Ray, Carrie
$24,022.77
Daniels, Joel
8,122
Betz, Wes
$20,892.48
Morgester, Christine
8,082
Bilgen, Lisa
$19,036.17
Campbell, Branden
7,916
Wolden, Julie
$16,525.56
Taylor, Todd
7,684
Maccabee, Amber
$14,073.95
Ballweber, Theresa
7,567
Year to Date Numbers (as of Week 16) Top 5 Coordinators Ballweber, Theresa
WK 16 Net Sales Credits 5,046
Bryant, Margaret
502
Talburt, Marci
493
Gifford, Troy
270
Gross, Lynsay
196
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 17,236
Bryant, Margaret
2,427
Buschman, Roxana
1,591
Talburt, Marci
1,540
Gifford, Troy
1,396
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 66,908
Talburt, Marci
17,189
Bryant, Margaret
9,254
Bringhurst, Angela
4,532
Ward, Sue
3,761
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
2
5.8%
2021 Cases 2021 Goal:
203 2021 Actual:
35
17.5% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$315,671
13.6% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$1,572,845
16.5%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Kane Maidment Territory Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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