Oregon Idaho Pioneers August 8, 2017 October 6, 2016
Oregon agents gathered in Lake Oswego on the morning of August 3rd to hear best practices from their peers. Afterward, all enjoyed a delicious picnic BBQ and good conversation as everyone gathered together for lunch and to meet and greet friends old and new. It was a great time more photos to come!
Jody Gustafson Brandi Ladd Kaira Th Nguyen Patty Schulz Shawn Patrick Sell
GROCERY OUTLET BARGAIN MARKET - Lisa Bilgen SLOWFIRE INC DBA PRATT & LARSON - Don Brink GILMORE DENTAL - Brian Dickson UNITED FIRE - Raquel Losada SPRING RIDGE RETIREMENT - Matthew McMuldren PRO DRAIN AND ROOTER SERVICE - Jeff Shipman
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
Idaho Class Dates
August 15 - 17 District Development Program (DDP)
August 22 - 23 Enroller Class
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.)
New Persistency Pilot The Persistency and Retention team will be initiating a new pilot focused on past due accounts in the final or second notice status. We will begin outreach to plan ad ministrators the week of Aug. 13, which will include a service call to see if we can help them in any way. Recent work shows this could have a positive impact in re ducing never effects and decreasing lapses. If you have any questions, feel free to email Trey Fender.
Week to Date Numbers (as of Week 31)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$46,449.00
Rathmanner, Casey
$19,452.48
Maxwell, Denise
$27,838.56
Canals, Gabriel
$18,050.70
Alley, Mike
$19,452.48
Hillier, Erik
$17,883.96
Top 15 Openers
Week 31 Sales
Top 15 Benefit Counselors
WK 31 Net Sales Credits
Burkett, James
$24,104.76 Burkett, James
8,436.64
McMuldren, Matthew
$17,122.56 McMuldren, Matthew
5,992.91
Bilgen, Lisa
$9,411.24 Morgester, Christine
4,044.56
Dickson, Brian
3,818.61
Losada, Raquel
$9,401.82 Isaacson, Stephanie $8,560.95 Wollen, Gordon
Shipman, Jeff
$7,374.94 Dickson, Brian
2,837.28
Brink, Don
1,750.02
Pines, Zara Anne
$5,301.54 Kunkler, Karen $3,937.15 Durre, Michael
Bringhurst, Angela
$2,949.00 Bringhurst, Angela
1,038.20
Bryant, Margaret
$2,447.32 Gifford, Troy
994.65
Rathmanner, Casey
$2,354.32 Buschman, Roxana
731.85
Durre, Mike
$2,016.84 Taylor, Mary
605.60
Cornett, Eric
$1,933.08 Irinaga, Mike
508.03
Tandrow, Tara
$1,656.78 Pace, Stephen
302.32
Taylor, Mary
$1,542.85 Boutelle, Marsha
291.14
3,293.94
1,204.83
Quarter to Date Numbers (as of Week 31)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Kevin
79.1% Rathmanner, Casey
64.7%
Alley, Mike
40.7% Hillier, Erik
55.6%
Bringhurst, Steve
24.8% Canals, Gabriel
41.5%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
QTD Net Sales Credits
Pines, Zara Anne
$52,689.02 Isaacson, Stephanie
21,622.69
Brink, Don
$35,201.11 Morgester, Christine
14,817.68
McMuldren, Matthew
$30,235.80 McMuldren, Matthew
11,014.10
Burkett, James
$24,432.36 Burkett, James
8,551.30
Thurston, Doug
$23,387.38 Buschman, Roxana
7,151.70
Bryant, Margaret
$20,546.96 Wollen, Gordon
6,181.13
Bringhurst, Angela
$18,598.77 Leach, Susan
6,135.55
Losada Raquel
$16,736.28 Kunkler, Karen $14,162.22 Ford, Brook
5,625.86
3,336.01
Dickson, Brian
$13,793.12 Taylor, Mary $13,317.81 Bringhurst, Angela
Bilgen, Lisa
$13,121.82
Shipman, Jeff
$11,354.47
Tandrow, Tara
$10,765.86 Sparks, Jonathan
Snider, Jason Taylor, Mary
Cornett, Eric
3,905.44 2,891.91
Dickson, Brian
2,837.28
Stirling, Carol
2,513.68
$9,758.64 Turner, Steven
2,213.52 1,986.51
Year to Date Numbers (as of Week 31)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
74.1% Rathmanner, Casey
Bringhurst, Steve
57.3% Bringhurst, Angela
54.7%
Thurston, Doug
32.2% Jones, Eric
47.9%
Top 15 Openers
YTD - 2017 Sales
Top 15 Benefit Counselors
108.3%
YTD Total Net Sales
Brink, Don
$406,932.58 Isaacson, Stepanie
122,544.81
Thurston, Doug
$246,582.83 Morgester, Christine
65,696.05
Pines, Zara Anne
$216,435.97 Kunkler, Karen
60,022.05
Bryant, Margaret
$137,668.03 Buschman, Roxana
53,719.33
Jones, Eric
$98,121.62 Leach, Susan
50,664.35
Dickson, Brian
$95,548.58 Wollen, Gordon
49,731.88
Bringhurst, Angela
$93,581.92 Gifford, Troy
26,430.12
Rathmanner, Casey
$84,223.22 Bringhurst, Angela
22,954.37
Hansen, Brian
$77,297.69 Jones, Eric $49,992.99 Canals, Gabriel
17,590.22 15,054.18
McMuldren, Matthew
$47,933.75 Wolden, Julie $41,484.48 Hansen, Brian
Shipman, Jeff
$35,056.25 McMuldren, Matthew
14,043.64
Taylor, Mary
$33,884.76 Dickson, Brian
13,002.90
Waldram, Matthew
$30,685.12 Fierstos, Suzanna
12,035.37
Cornett, Eric Griffeth, Jeffrey
16,956.32 14,962.32
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
24
25
26
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
21
Recruiting Call Blitz 4 - 6 pm
22
23 Idaho Enroller Class
27
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
29
Recruiting Call Blitz 4 - 6 pm
30
31
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:
11
17%
2017 Cases 2017 Goal:
259 2017 Actual:
93
34% 3rd Qtr Premium 2017 Goal:
$1,976,001 2017 Actual:
$402,600
20% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$2,600,000
33%
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