Oregon Idaho Pioneers April 5, 2017 October 6, 2016
Michael Irinaga is celebrating his 5 year anniversary with Colonial Life this month
AIMS 8.7.1 Enhancements Coming April 10th On April 10, look for a fresh new look to the AIMS Discovery Record that will make your experience more simple, modern and personal. After gathering feedback from you and your peers, we’ve expanded the Account Discovery Record and added a new Inforce Agent Summary. Account Discovery Record The existing Discovery Record has been enhanced to provide account-level details that will be of specific interest to a Plan Administrator or broker: Enrollment Information PA Web Members Billing Information Product Summary Claims Summary Inforce Agent Summary This is a new report that will provide account-level details and additional information with a focus specific to sales reps and managers: Account Information Commission Account Details PA Web Members Product Summary Claims Summary Please contact AIMSSupport@ColonialLife.com with questions or suggestions.
Updated features coming to HRAnswersNow Beginning April 8, you and your plan administrators will see an updated version of the HRAnswersNow site through the PA website with added functionality and a smoother user experience. HRAnswersNow is a great tool providing expertise on HR compliance issues, HR best practices, a state employment law database and much more. Some of the new functionality coming April 8 includes:
A “My Libraries” function allowing the user to set content (such as a custom group of state) to search against. The ability to save searches, while at the same time set up alerts for that search topic. New options for managing document formats for saving , printing and email. The ability to add a note to a document. Enhanced content organization to improve browsing and search navigation results.
Important note: While you and your PA’s access to HRAnswersNow will remain the same, the new URL deployment will not transfer email notifications, bookmarks and saved searches from the previous version. You will have to reset those items when the updated version of the website launches on April 8.
Large account online billing update In February, the online billing application on our plan administrator website was enhanced. Thanks to your feedback and support, we created a way for large accounts to download a PDF version of their bills online. Read more on Propr.
Department closing The Enrollment Solutions Service Desk will be unavailable Friday, April 7, from 9:50 to 11:10 a.m. EST because of a department meeting.
Oregon/Idaho New Agents Gail Grimes Karen Inzunza Andrew McCombs
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Portland Class Dates April 4 - 5 Enroller Class
Idaho Class Dates April 25 - 26 Enroller Class
April 11 - 13 Opener Class April 28 New Agent Advanced Training
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@Coloniallife.com
INSTRUMENT SALES AND SERVICE - Don Brink U S A M M - Don Brink CANYON MEDIA - Jeff Griffeth ROYAL FINISH CARPENTRY - Michael David Johnson VINCENT FARMS INC - Carol Stirling
Want M.O.R.E. sales?
The Small Market Solutions team has two upcoming webinars to help you get M.O.R.E. (More Optimal Results from your Enrollments).
"Want M.O.R.E. sales?" webinar Thursday, April 6 at 11 a.m. EST Friday, April 7 at 1 p.m. EST Link: https://egc.unum.com/more/ Call in: (888) 238-7803 Passcode: 6786617# Getting more sales through a strong pre-enrollment communications campaign will help increase your sales and persistency and help get you working conditions. Come learn about some of our new capabilities to drive participation. Want to increase your sales by providing a personalized website and personalized emails for employees? If you answered “yes� to this question, you are invited to join this information packed webinar.
Week 13 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$73,557.84 Griffeth, Jeffrey
Kezele, William
$19,017.48 Bringhurst, Angela
Bringhurst, Steven
Top 15 Openers Brink, Don
$5,663.40 Campbell, Branden
Week 13 Sales
Top 15 Benefit Counselors
$43,070.32
6,357.24
$6,476.21
Bringhurst, Angela
$4,857.00 Canals, Gabriel Morgester, Christine $4,439.37 Kunkler, Karen $4,191.39 Leach, Susan $3,455.50 Gifford, Troy $3,157.10 Stirling, Carol $3,080.88 Johnson, Michael $3,030.12 Bringhurst, Angela $2,967.48 Campbell, Branden $1,666.68 McMuldren, Matthew $1,480.94 Taylor, Cearstin $1,431.60 Griffeth, Jeffrey $1,331.90 Griffeth, Terri
Johnson, Michael Campbell, Katie McMuldren, Matthew Griffeth, Jeffrey Waldram, Matthew Fiala, Colby Ballweber, Theresa Pines, Zara Anne
WK 13 Net EN Sales Credits
Buschman, Roxana
Kezele, William
Stirling, Carol
$3,503.88
15,205.26
$8,652.97
Dickson, Brian
$5,663.40
Isaacson, Stephanie
Thurston, Douglas
Bryant, Margaret
$11,618.16
3,562.23 3,450.05 3,063.17 3,053.70 2,077.23 1,727.75 1,299.98 1,298.01 1,226.35 1,060.55 795.01 687.92 687.92
Quarter to Date Numbers (as of week 13)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Michael
123.4%
Rathmanner, Casey
150.5%
Bringhurst, Steven
114.8%
Griffeth, Jeffrey
139.2%
Kezele, William
102.8%
Bringhurst, Angela
102.9%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
QTD Net Sales Credits
Brink, Don
$524,783.76 Isaacson, Stephanie
54,262.89
Thurston, Doug
$422,442.67 Bushman, Roxana
25,010.32
Bryant, Margaret
$335,254.79 Morgester, Christine
24,438.17
Pines, Zara Anne
$150,900.01 Kunkler, Karen
20,405.33
Griffeth, Jeffrey
$116,582.69 Leach, Susan
19,309.13
$76,293.41 Hansen, Brian $75,165.30 Wollen, Gordon
14,930.69
$73,595.16 Gifford, Troy $50,101.15 Dickson, Brian
12,354.99
$48,474.66 Canals, Gabriel $47,614.23 Pace, Stephen
7,129.90
6,444.33
Kezele, William
$45,497.10 Bringhurst, Angela $42,761.01 Jones, Eric
Jones, Eric
$42,350.94 Waldram, Matthew
4,795.34
Ford, Brook
$40,996.68 Wolden, Julie
4,524.33
Hansen, Brian Wagner, Patrick Dickson, Brian Griffin, Jeffrey Bringhurst, Angela Otis, Shawn Waldram, Matthew
14,726.27
8,929.36
6,684.31
6,202.52
April 2017 Sun
Mon
Tue
Wed
Thu
Fri
Sat 1
2
3
4
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
10
Enroller Class (Lake Oswego)
Call Clinic 8 - 12 NOON
11
12
13
14
15
Opener Class (Lake Oswego)
16
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
17
Passover
Call Clinic 8 - 12 NOON
18
DDP
19
20
21
22
Passover
23
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
24
Call Clinic 8 - 12 NOON
25
26 Idaho Enroller Class
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
30
27
28
29 New Agent Advanced Training
Call Clinic 8 - 12 NOON
May 2017 Sun
Mon
1
Tue
2
Wed
3
Thu
4
Fri
5
Sat
6
Territory Wide Race Event President’s Club and Leaders Conference— Spain/Portugal
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
7
8
Call Clinic 8 - 12 NOON
9
10
11
12
13
President’s Club and Leaders Conference—Spain/Portugal
14
21
15
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
22
Opener Class (Lake Oswego)
16
29 Territory Office Closed
18
19
20
Call Clinic 8 - 12 NOON
23
24 Enroller Class (Lake Oswego)
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
28
17
Call Clinic 8 - 12 NOON
30
31 DDP (Lake Oswego)
25
26
27 ADM Qtrly Advanced
Call Clinic 8 - 12 NOON
1st Qtr Case 2017 Goal:
49 2017 Actual:
34
69% 2017 Cases 2017 Goal:
259 2017 Actual:
34
13% 1st Qtr Premium 2017 Goal:
$1,610,000 2017 Actual:
$966,700
60% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$966,700
12%
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
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550