Oregon Idaho Pioneers August 22, 2017 October 6, 2016
Idaho Summer Meeting and Picnic August 25, 2017
Territory Meeting: 9 am - 12:45 pm (agents only) Hampton Inn & Suites Boise Spectrum 7499 West Overland; Boise Arrow Rock South Conference Room Picnic: 1:00 pm - 5:00 pm (family members welcome) Kristin Armstrong Municipal Park 500 S. Walnut Street; Boise
Roark Hart Jacqueline Spear Jon Kimberling
OR KREW, DBA COMFORT KEEPERS - Don Brink CALLAN ACCOUNTING SERVICES - Eric Cornett HERITAGE BRAND LLC - Deana Fowler VERONICA'S SALSA LLC - Raquel Losada
Summer Sales
New offer for third quarter Colonial Life wants to help you have a Sales Surge this Summer and has targeted existing groups with between 25 and 99 eligible employees. Between now and the end of the quarter, you can use ONE of the following Growth Programs in existing accounts that have gone a year or longer without sales: • • •
Law Assure online will preparation AD&D -- $5,000 policy InfoArmor identity theft protection (A Program Request Form must still be completed and emailed to your Regional Programs Manager for final approval. Please make certain to include “Summer Surge” in the subject line of the email. Requests should be made a minimum of 48 hours prior to an enrollment start date)>
Additional Resources: • LawAssure • Propr Resources – Click HERE • Not available in New York • AD&D • Propr Resources – Click HERE • Decision Maker AD&D Program Flier: 101101 (Colonial Life); 101365-NY • Employee AD&D Program Flier: 101495 (Colonial Life); 101495-NY • InfoArmor • Propr Resources – Click HERE • InfoArmor Vendor Sheet: 101718 (Colonial Life); 101718-NY Selected Account Criteria: • 25 to 99 eligible employees. • Existing accounts. • Accounts with one or more years without a sale. • Accounts due for enrollments based on the post-tax and pre-tax enrollments dates between July 20 and Dec. 31 in AIMS.
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 • • • • • •
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
Portland Class Dates September 12 - 14 Opener Class September 26 - 27 Enroller Class Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Labor Day Impacts Monday, Sept. 4, is the Labor Day holiday. As a result, the following changes will take place that week: • Sales reporting and Producer Scorecards for week-ending Saturday, Sept. 2, will be reported on Wednesday, Sept. 6. • Sales reporting and Producer Scorecards for week-ending Saturday, Sept. 9, will be reported as normal on Tuesday, Sept. 12, and will reflect a four-day processing week. • Direct deposits will be Thursday, Sept. 7. Checks will be mailed Friday, Sept. 8.
Learn More About MDLIVE MDLIVE is Colonial Life's telemedicine vendor and one of our value-added programs. Are you using the offer to close new accounts? Did you know you can cover yourself and up to nine of your dependents for only $13 a year, with no copay? You can learn more about how the telemedicine offer works during a national webinar on Thursday, Aug. 24. Find the webinar details on Propr. Date and time: Thursday, Aug. 24, from 3:30-4:30 p.m. ET Webinar link: https://global.gotomeeting.com/join/502843141 Dial in: (646) 749-3112 Passcode: 502-843-141
Week to Date Numbers (as of Week 33)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$56,802.96
Rathmanner, Casey
Alley, Mike
$17,566.92
Canals, Gabriel
$5,802.15
Cornett, Eric
$14,393.16
Shipman, Jeff
$4,113.75
Top 15 Openers
Week 33 Sales
Top 15 Benefit Counselors
$13,453.17
WK 33 Net Sales Credits
Bryant, Margaret
$18,714.36 Wolden, Julie
6,133.64
Brink, Don
$15,077.67 Losada, Raquel
4,510.18
Cornett, Eric
$14,393.16 Kunkler, Karen
4,346.67
Rathmanner, Casey
4,212.24
Burkett, James
$13,341.97 Burkett, James $12,035.04 Leach, Susan
Thurston, Doug
$10,050.39 Buschman, Roxana
3,088.92
$5,766.24 Morgester, Christine $5,388.96 Fowler, Deana
2,451.73
485.94
Gifford, Troy
$4,113.75 Gifford, Troy $1,296.39 Isaacson, Stephanie
Bringhurst, Angela
$1,085.30 Thurston, Derek
419.20
Schuler, Carol
$1,074.00 Ford, Brook
406.43
Fowler, Deana Losada, Raquel Shipman, Jeff
3,756.59
1,009.11
432.85
Wolden, Julie
$975.84 Campbell, Branden
193.70
Thurston, Derek
$898.29 Snider, Jason
121.67
Campbell, Branden
$638.40 Bryant, Margaret
114.66
Quarter to Date Numbers (as of Week 33)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
96.2% Rathmanner, Casey
Cornett, Kevin
89.1% Shipman, Jeff
78.8%
Cornett, Eric
33.8% Canals, Gabriel
76.5%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
133.5%
QTD Net Sales Credits
Brink, Don
$56,217.32 Isaacson, Stephanie
30,283.92
Pines, Zara Anne
$52,961.74 Morgester, Christine
18,152.04
Burkett, James
$50,586.96 Burkett, James
13,086.10
Rathmanner, Casey
$45,101.84 Buschman, Roxana
12,787.11
Bryant, Margaret
$44,230.49 McMuldren, Matthew
11,014.10
Thurston, Doug
$35,448.47 Kunkler, Karen
10,192.39
McMuldren, Matthew
$30,235.80 Wolden, Julie
10,120.88
Cornett, Eric
$24,151.80 Leach, Susan $22,229.35 Losada, Raquel
9,892.14
6,233.44
Bringhurst, Angela
$22,125.24 Wollen, Gordon $18,694.31 Campbell, Branden
Dickson, Brian
$15,225.45
Snider, Jason
$14,422.95
Bilgen, Lisa
$13,828.50 Dickson, Brian
3,002.97
Taylor, Mary
$13,591.88 Bringhurst, Angela
2,891.91
Shipman, Jeff Losada, Raquel
6,283.93 4,598.61
Ford, Brook
4,384.95
Taylor, Mary
3,265.58
Year to Date Numbers (as of Week 33)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
88.8% Rathmanner, Casey
Bringhurst, Steve
57.5% Bringhurst, Angela
55.5%
Thurston, Doug
34.2% Jones, Eric
48.1%
Top 15 Openers Brink, Don
YTD - 2017 Sales
Top 15 Benefit Counselors
125.1%
YTD Total Net Sales Credit
$427,572.14 Isaacson, Stephanie $258,241.26 Morgester, Christine
131,206.04
64,588.58
Bryant, Margaret
$216,708.69 Kunkler, Karen $161,942.86 Buschman, Roxana
Rathmanner, Casey
$119,759.36 Leach, Susan
54,420.94
Thurston, Doug Pines, Zara Anne
69,030.41 59,354.74
Jones, Eric
$98,012.04 Wollen, Gordon
49,784.19
Dickson, Brian
27,350.30
Bringhurst, Angela
$97,456.22 Gifford, Troy $93,677.46 Wolden, Julie
Hansen, Brian
$77,375.19 Bringhurst, Angela
22,954.37
Cornett, Eric
$64,386.15 Canals, Gabriel
19,323.11
Burkett, James
$52,370.88 Jones, Eric
17,481.10
Griffeth, Jeffrey
$48,025.76 Hansen, Brian
14,962.32
Shipman, Jeff
14,043.64
McMuldren, Matthew
$45,931.13 McMuldren, Matthew $41,484.48 Burkett, James
Taylor, Mary
$33,683.52 Dickson, Brian
13,168.59
23,205.03
13,710.48
August 2017 Sun
Mon
Week 31
6 Week 32
7
Tue
Wed
Thu
1
2
3
8
9
10
Fri
4 Oregon Summer Meeting/Picnic
Sat 5
11
12
17
18
19
23
24
25
26
30
31
Territory Wide Race Event
AMP/ Call Clinic 9:30 am-5 pm 13 Week 33
14
Recruiting Call Blitz 4 - 6 pm
15
16 DDP
AMP/ Call Clinic 9:30 am-5 pm 20 Week 34
27
21
AMP/ Call Clinic 9:30 am-5 pm
Week 35
28
AMP/ Call Clinic 9:30 am-5 pm
Recruiting Call Blitz 4 - 6 pm
22
Recruiting Call Blitz 4 - 6 pm
29
Recruiting Call Blitz 4 - 6 pm
Idaho Summer Meeting/Picnic
September 2017 Sun
Mon
Tue
Wed
Thu
4
5
Sat
1
2
8
9
14
15
16
20
21
22
23
27
28
29
30
Week 35
3 Week 36
Fri
6
7
Territory Wide Race Event
Territory Office Closed
Recruiting Call Blitz 4 - 6 pm
10 Week 37
11
12
13 Opener Class
AMP/ Recruiting Call Call Clinic Blitz 9:30 am-5 pm 4 - 6 pm
17 Week 38
18
AMP/ Call Clinic 9:30 am-5 pm
24 Week 39
25
19
Recruiting Call Blitz 4 - 6 pm
26
Enroller Class
AMP/ Call Clinic 9:30 am-5 pm
Recruiting Call Blitz 4 - 6 pm
3rd Qtr Case 2017 Goal:
65 2017 Actual:
18
28%
2017 Cases 2017 Goal:
259 2017 Actual:
100
39% 3rd Qtr Premium 2017 Goal:
$1,976,001 2017 Actual:
$596,300
30% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$2,800,000
35%
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