Oregon Idaho SW WA Pioneers Aug 24, 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
Michael Lane
W = Wholesale
Stephen Schacher
See below for more information
Doug Thurston W Sam Willis
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
Last week’s team building adventure...Eric, Kimberly and Nate joined Shane Attebery and team for a drenching good time down in Grants Pass!
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 33)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$125,429.31
Canals, Gabriel
Maxwell, Denise
$20,904.36
McPherson, Stan
$6,935.40
$14,406.51
Attebery, Corri
$5,007.72
Naugle, Ty
Top 15 Openers
Week 33 Sales
Top 15 Benefit Counselors
$68,130.78
WK 33 Net Sales Credits
Campbell, Branden
$45,121.56 Losada Monroy, Raquel
5,965
Brink, Don
$18,379.70 Canals, Gabriel $16,110.60 Isaacson, Stephanie
5,695
Day, Terra
3,985
Willis, Sam
$6,999.36 Ford, Brook $5,275.68 Camarata, Tim
3,364
Attebery, Corri
$4,978.02 Kunkler, Karen
3,237
Bryant, Margaret
$4,375.79 Willis, Sam
2,789
Lane, Michael
$4,319.88 Lane, Michael
1,512
Otis, Shawn
$4,311.69 Otis, Marci
1,509
Ford, Brook
Attebery, Corri
3,539
1,426
Canals, Gabriel
$4,034.04
Ballweber, Theresa
$3,662.25 Morgester, Christine
1,422
Schacher, Stephen
1,370
McPherson, Stan
$3,467.70 Buschman, Roxana $3,467.70 Day, Terra
Wollen, Gordon
$2,686.65 Miller, Tricia
1,235
Gifford, Troy
$1,789.25 McPherson, Stan
1,214
1,301
Quarter to Date Numbers (as of Week 33)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
74.8%
Runtz, Joe
98.4%
Maxwell, Denise
73.4%
Weiland, Abigail
90.2%
Naugle, Ty
59.4%
Canals, Gabriel
64.5%
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$257,562.08 Isaacson, Stephanie
34,757
Campbell, Branden
$180,427.20 Kunkler, Karen
32,810
Bryant, Margaret
$46,788.85 Losada Monroy, Raquel
21,504
Day, Terra
$33,519.36 Miller, Tricia
17,318
Runtz, Joe
$29,079.81 Maccabee, Amber
16,073
Otis, Shawn
$27,478.29 Camarata, Tim
12,400
Ford, Brook
$25,411.80 Buschman, Roxana
8,617
Ray, Carrie
$24,150.00 Gifford, Troy
7,842
Ballweber, Theresa
$22,864.08 Morrison, Robert
7,741
Gifford, Troy
$19,862.83 Otis, Marci
7,677
Griffeth, Jeff
$17,534.03 Ford, Brook
7,657
Taylor, Mary
$14,894.75 Runtz, Joe
7,434
Wolden, Julie
$13,519.80 Lane, Michael
6,511
Gunson, Steve
$13,512.36 Canals, Gabriel
6,143
Canals, Gabriel
$13,073.04 Campbell, Branden
6,091
Year to Date Numbers (as of Week 33)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
55.8% Weiland, Abigail
60.6%
Thurston, Doug
46.3% Jones, Amanda
50.3%
Marquess, Rick
42.8% Otis, Marci
49.8%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,115,693.00
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
141,597 130,205
Campbell, Branden
$302,909.76
Isaacson, Stephanie
Bryant, Margaret
$191,224.66
Losada Monroy, Raquel
72,597
Ballweber, Theresa
$92,345.49
Miller, Tricia
55,508
Shipman, Jeff
$76,167.49
Buschman, Roxana
33,703
Lane, Michael
$74,281.53
Gifford, Troy
29,974
Ray, Carrie
$63,740.73
Maccabee, Amber
28,927
Bringhurst, Angela
$58,753.44
Bryant, Margaret
27,358
Daniels, Joel
$55,516.78
Lane, Michael
27,328
Thurston, Derek
$53,727.69
Wolden, Julie
27,191
Bilgen, Lisa
$51,864.00
Camarata, Tim
22,841
Taylor, Mary
$49,492.12
DuPriest, Kathy
22,204
Day, Terra
$48,586.56
Campbell, Branden
21,087
Gifford, Troy
$40,514.45
Ford, Brook
15,568
Griffeth, Jeff
$37,096.19
Cornett, Kevin
14,754
Year to Date Numbers (as of Week 33) Top 5 Coordinators Ballweber, Theresa Talburt, Marci
WK 33 Net Sales Credits 11,300 1,339
Bonner, Lynn
928
Bryant, Margaret
500
Ward, Sue
243
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 60,294
Talburt, Marci
9,493
Bryant, Margaret
4,580
Gifford, Troy
3,862
Bonner, Lynn
3,772
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 201,954
Talburt, Marci
42,114
Bryant, Margaret
21,664
Bonner, Lynn
10,300
Cornett, Kevin
9,490
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
25
73.5%
2021 Cases 2021 Goal:
203 2021 Actual:
95
46.7% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$1,077,808
59.5% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$3,972,328
41.8%
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