Oregon Idaho Pioneers April 4, 2018 October 6, 2016
Program eligibility expanded to existing accounts that offer new dental product Use dental with existing accounts Updated: 03/23/2018
With the launch of Colonial Life’s new Individual Dental PPO product, existing accounts are eligible for InfoArmor, LawAssure or AD&D if the following guidelines are met: • • • • • • •
The new dental product must be offered Accounts must have between 10 and 499 lives Products enrolled through Harmony Requesting 75% POPS Enrollment must start during 2Q and cannot last longer than 90 days No prior program offered in last 12 months Only available during initial enrollment – no new hires
State restrictions may apply. Note: If 75% POPS is met, the program may be offered again 12 months after program start date (request form must be submitted). Make sure to submit a Program Request Form (found in Recommended Items on the righthand side of this page) to your Regional Programs Manager at least two days prior to the enrollment start date for approval. Northwest: Monique Peterson -- ext. 83947 or mjpeterson@coloniallife.com
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
New Accounts CORVALIS COUNTRY CLUB - Lisa Bilgen RON’S BODY SHOP - Eric Cornett COMFOR CARE - Eric Day BOBCAT OF CENTRAL OREGON - Kylie Durre ALTITUDE PHYSICAL THERAPY - Eric Jones HEALTH INSURANCE ASSOCIATES - Eric Jones WESTERN CONSTRUCTION SERVICES –Zara Pines R & D PLASTICS LLC - Carrie Ray MT SCOTT ANIMAL CLINIC - Rita Robinson BAILEY SEED AND GRAIN LLC - Patty Schulz MULTNOMAH VILLAGE PERFORMANCE - Patty Schulz OREGON PATROL SERVICE - Patty Schulz SWS MANUFACTURING - Natasha Shklayvel ELEVATE FULFILLMENT INC - Matthew Waldram N O A H - Gordon Wollen
Marcia Benton Garry Weiner
Celebrate! April 3rd—National Chocolate Mousse Day April 7th—National No Housework Day and National Beer Day April 10th—National Library Workers Day April 11th—National Pet Day April 12th—National Licorice Day and National Grilled Cheese Sandwich Day April 16th—National Healthcare Decisions Day April 19th—National Get to Know Your Customers Day April 22nd—National Earth Day and National Jelly Bean Day April 25th—National Telephone Day April 30th—National Adopt a Shelter Pet Day
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!
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.
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 13)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$95,626.80
Taylor, Mary
$29,197.49
Estrada, Ed
$29,106.53
Jones, Eric
$13,453.56
Alley, Mike
$23,583.24
Rathmanner, Casey
$13,321.86
Top 15 Openers
Week 13 Sales
Top 15 Benefit Counselors
WK 13 Net Sales Credits
Pines, Zara
$35,431.20 Isaacson, Stephanie
5,913
Taylor, Thomas
$21,830.97 Taylor, Thomas
5,578
Brink, Don
$17,764.58 Buschman, Roxana
5,422
Jones, Eric
$13,453.56 Losada Monroy, Raquel
5,399
Schulz, Patty
$11,708.88 Jones, Eric
4,709
Griffeth, Jeff
$9,388.23 Granja Flores, Hugo
4,203
Waldram, Matthew
$7,125.60 Leach, Susan
4,159
Thurston, Doug
$6,381.96 Schulz, Patty
4,098
Thurston, Derek
$6,158.46 Myers, Jan $6,001.32 Wolden, Julie
3,931 3,071
Taylor, Mary
$5,504.42 Gifford, Troy $4,261.98 Burbery, Katie
Ray, Carrie
$4,197.69 Waldram, Matthew
2,555
Day, Eric
$4,157.88 Griffin, Jeff
2,141
Granja Flores, Hugo
$4,107.66 Taylor, Mary
2,037
Cornett, Eric Griffin, Jeff
3,176 2,802
Quarter to Date Numbers (as of Week 13)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steve
249.6%
Jones, Eric
189.4%
Alley, Mike
152.3%
Canals, Gabriel
175.8%
Estrada, Ed
116.8%
Bringhurst, Angela
171.7%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$161,842.58 Isaacson, Stephanie
47,154
Pines, Zara
$107,725.43 Kunkler, Karen
31,357
Dickson, Brian
$77,701.53 Buschman, Roxana
30,714
Thurston, Doug
$73,008.72 Leach, Susan
23,778
Waldram, Matthew
$68,483.52 Waldram, Matthew
18,536
Day, Eric
$66,151.29 Losada Monroy, Raquel
16,911
Gifford, Troy
$61,761.67 Wollen, Gordon
16,652
Bringhurst, Angela
$44,179.26 Wolden, Julie $32,602.63 Griffeth, Jeff
16,325
$32,018.90 Jones, Eric $31,300.32 Morgester, Christine
13,014
$23,619.90 Taylor, Thomas $22,522.72 Gifford, Troy
10,762
Griffeth, Jeff
Jones, Eric Taylor, Thomas Bilgen, Lisa Bryant, Margaret Gyte, Nicholaus Shipman, Jeff
$18,817.13 Bringhurst, Braydon $18,373.61 Bringhurst, Angela
14,708 11,418 9,686 9,225 8,978
Year to Date Numbers (as of Week 13)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
27.7% Canals, Gabriel
35.2%
Estrada, Ed
17.4% Bringhurst, Angela
32.3%
Alley, Mike
16.0% Jones, Eric
20.4%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$149,179.60
Isaacson, Stephanie
47,154
Pines, Zara
$100,507.55
Kunkler, Karen
31,357
Dickson, Brian
$71,102.86
Buschman, Roxana
30,714
Waldram, Matthew
$68,483.52
Leach, Susan
23,778
Thurston, Doug
$65,373.22
Waldram, Matthew
18,536
Day, Eric
$62,971.66
Losada Monroy, Raquel
16,911
Gifford, Troy
$61,761.67
Wollen, Gordon
16,652
Bringhurst, Angela
$44,179.26
Wolden, Julie
16,325
Griffeth, Jeff
$32,602.63
Griffeth, Jeff
14,708
Jones, Eric
$32,018.90
Jones, Eric
13,014
Taylor, Thomas
$30,196.44
Morgester, Christine
11,418
Bilgen, Lisa
$23,619.90
Taylor, Thomas
10,762
Bryant, Margaret
$21,056.51
Gifford, Troy
9,686
Gyte, Nicholaus
$18,817.13
Bringhurst, Braydon
9,225
Myers, Jan
$18,079.67
Bringhurst, Angela
8,978
1st Qtr Cases 2018 Goal:
27 2018 Actual:
63
233%
2018 Cases 2018 Goal:
249 2018 Actual:
63
25.3% 1st Qtr Premium 2018 Goal:
$1,076,001 2018 Actual:
$1,412,209
131% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,412,209
16%
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