Oregon Idaho SW WA Pioneers Aug 17, 2021
Get Ready For Q4 We understand the challenges and barriers that come with navigating the ever-growing number of benefits administration and HRIS systems flooding the marketplace. Our enrollment technology team has been hard at work to create simple and efficient processes, new materials, trainings and system enhancements that will help you win this fourth quarter. • • • • •
Enrollment Technology Hub Colonial Life Enrollment Technology Flyer Vetting Technology Partnerships and Sales Enablement Attention Coordinators! Ease and Employee Navigator Training Summits Enrollment Technology Updates Webinar—9/22/2021 at 1pm EST
C = Construction
New Cases Opened This Week:
M = Manufacturing
Don Brink
See below for more information
Steve Gunson C Kyler Harral
Q3 Only for these SIC codes: BUSINESS AND SECRETARIAL SCHOOLS -- 8244 COLLEGES, UNIVERSITIES AND PROFESSIONAL SCHOOLS -- 8221 DATA PROCESSING SCHOOLS -- 8243 ELEMENTARY AND SECONDARY SCHOOLS -- 8211 JUNIOR COLLEGES AND TECHNOLOGY INSTITUTES -- 8222/8221 LIBRARIES -- 8231 VOCATIONAL SCHOOLS -- 8249
Reach high, for stars lie hidden in your soul. Dream deep, for every dream precedes the goal. Pamela Vaull Starr
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 32)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$91,517.63
Canals, Gabriel
$18,787.08
Maxwell, Denise
$22,935.86
Gunson, Steve
$13,970.64
Naugle, Ty
$15,054.84
Weiland, Abigail
Top 15 Openers
Week 32 Sales
Top 15 Benefit Counselors
$8,798.34
WK 32 Net Sales Credits
Brink, Don
$48,457.97 Kunkler, Karen
5,693
Campbell, Branden
$15,757.44 Isaacson, Stephanie $13,106.64 Gunson, Steve
5,580
Gunson, Steve
3,322
Bryant, Margaret
$6,057.18 Lane, Michael $5,910.90 Losada Monroy, Raquel
2,878
Harral, Kyler
$5,551.32 Maccabee, Amber
2,667
Ray, Carrie
$4,653.36 Harral, Kyler
1,943
Weiland, Abigail
$3,573.84 Ford, Brook
1,687
Cornett, Kevin
$3,158.52 Miller, Tricia
1,397
Ballweber, Theresa
$3,143.52 Fleener, Lois
1,373
Ford, Brook
$2,447.52 Wolden, Julie
1,280
Bilgen, Lisa
1,265
Gifford, Troy
$2,302.86 Marti, Alex $2,216.81 Cornett, Kevin
Fleener, Lois
$1,907.30 Buschman, Roxana
650
Beck, Kate
$1,736.28 Taylor, Mary
588
Lane, Michael
3,192
1,105
Quarter to Date Numbers (as of Week 32)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
61.2%
Runtz, Joe
91.4%
Maxwell, Denise
60.1%
Weiland, Abigail
84.5%
Naugle, Ty
46.0%
Otis, Marci
53.7%
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$239,182.38 Isaacson, Stephanie
30,773
Campbell, Branden
$135,305.64 Kunkler, Karen
29,573
Bryant, Margaret
$42,413.06 Miller, Tricia
16,082
Runtz, Joe
$31,575.81 Losada Monroy, Raquel
15,539
Otis, Shawn
$23,166.60 Maccabee, Amber
15,163
Ray, Carrie
$22,840.92 Camarata, Tim
9,036
Ballweber, Theresa
$19,201.83 Morrison, Robert
7,713
Ford, Brook
$19,039.56 Buschman, Roxana
7,246
Gifford, Troy
$18,073.58 Gifford, Troy
7,212
Day, Terra
$17,408.76 Runtz, Joe
7,021
Griffeth, Jeff
$16,784.22 Otis, Marci
6,168
Taylor, Mary
$14,562.35 Wolden, Julie
5,374
Gunson, Steve
$13,106.64 Lane, Michael
4,999
Wolden, Julie
$12,421.44 Campbell, Branden
4,941
Weiland, Abigail
$10,450.10 Peterson, Kimberly
4,883
Year to Date Numbers (as of Week 32)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
53.2% Weiland, Abigail
59.2%
Thurston, Doug
44.0% Jones, Amanda
50.3%
Marquess, Rick
42.3% Otis, Marci
46.7%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,097,313.30
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
138,360 126,220
Campbell, Branden
$257,788.20
Isaacson, Stephanie
Bryant, Margaret
$186,848.87
Losada Monroy, Raquel
66,632
Ballweber, Theresa
$88,683.24
Miller, Tricia
54,273
Shipman, Jeff
$76,430.65
Buschman, Roxana
32,332
Lane, Michael
$69,961.65
Gifford, Troy
29,344
Ray, Carrie
$62,431.65
Maccabee, Amber
28,016
Bringhurst, Angela
$57,319.92
Wolden, Julie
26,946
Daniels, Joel
$55,516.78
Bryant, Margaret
26,753
Thurston, Derek
$53,416.83
Lane, Michael
25,816
Bilgen, Lisa
$51,373.26
DuPriest, Kathy
22,204
Taylor, Mary
$49,159.72
Campbell, Branden
19,936
Gifford, Troy
$38,725.20
Camarata, Tim
19,477
Otis, Marci
$36,923.82
Cornett, Kevin
14,754
Griffeth, Jeff
$36,346.38
Daniels, Joel
14,086
Year to Date Numbers (as of Week 32) Top 5 Coordinators
WK 32 Net Sales Credits
Ballweber, Theresa
7,430
Talburt, Marci
1,891
Bryant, Margaret
613
Cornett, Kevin
316
Gifford, Troy
283
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 48,994
Talburt, Marci
8,154
Bryant, Margaret
4,080
Gifford, Troy
3,728
Bonner, Lynn
2,844
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 190,654
Talburt, Marci
40,774
Bryant, Margaret
21,164
Cornett, Kevin
9,490
Bonner, Lynn
9,372
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
22
64.7%
2021 Cases 2021 Goal:
203 2021 Actual:
92
45.3% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$898,464
49.6% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$3,792,985
39.9%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@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