Oregon Idaho Pioneers December 6, 2017 October 6, 2016
Final Results Oregon/Idaho finished with a total of 119 DM’s scheduled, 2,376 dials made and a total of 36 Participants!!!
UPDATE: The 30 FOR 30 initiative that’s part of the 4Q17
SALES SURGE was initially scheduled to end November
30. There were 30 slots up for grabs for potential new case count credit for folks able to secure working conditions and a 2017 enrollment in accounts with no sales the last three years. And, we gave you just two weeks to do it. Great news! Your quick response to this program was so successful, we’re
ADDING AN
ADDITIONAL 30 SPOTS and EXTENDING 30 FOR 30 UNTIL THE END OF THE YEAR!
In conjunction with the Sales Surge Expansion we are excited to present you with another 4th quarter initiative, 30 for 30. Target Accounts: •
Times Since Last Sales—no sales after January 1, 2015 [no sales in the last 3 years]
•
Eligible Employees (EE): 200+
Enrollment must be scheduled and conclude before December 31, 2017 What: 1. The FIRST 30 Accounts nationally that are presented to the Inforce Growth Consultants through November 30th will be eligible for the following: Potential case count credit. [$2,500 in premium must be written for case count to be awarded.] Enhanced 2x4 underwriting offer*: Group Critical Care Guaranteed Issue (GI) available up to $20,000 maximum benefit for all employees. Whole Life 1000 Guaranteed Issue (GI) available up to $22 per week to $100,000 maximum face amount for all employees. *As per the standard 2x4, the increased Group Critical Care and Whole Life 1000 should only be offered to accounts that do not already have these products. How: •
Please complete a CSUS and send to Joe Ball with TM approval.
•
Include the doc date, enrollment date and working conditions in the body of the email or confirmed via phone call with Joe Ball.
Keep in mind that this is time sensitive due to only the FIRST 30 Accounts being eligible for this initiative so READY. SET. GO!!!
What's new 4Q Sales Surge -- 4 for 4 national call clinic results What a day Monday was! The 4 for 4 national call clinic yielded more than 2,500 appointments across the country. Stay tuned for Thursday's Sales Progress from Bill Deehan for more details on the 4 for 4 results and how we'll build on this event for 2018. 30 for 30 extended The 30 for 30 initiative that’s part of the 4Q Sales Surge was initially scheduled to end November 30. There were 30 slots up for grabs for potential new case count credit for folks able to secure working conditions and a 2017 enrollment in accounts with no sales the last three years. And, we gave you just two weeks to do it. Great news! Your quick response to this program was so successful, we’re adding an additional 30 spots AND extending 30 for 30 until the end of the year! Get all the details on Propr. Effective January 1, 2018 – state restrictions on some marketing programs/Harmony automation Colonial Life consistently conducts reviews of our value-added services to make sure the company is meeting customer demands in the marketplace, aligning partnerships with Colonial Life’s core values and complying with company and industry guidelines. Our business decisions are driven by these factors and the need to ensure the company is being financially responsible. A recent review of our marketing programs has warranted changes in some states. These changes will take effect January 1, 2018. Get more information, including a matrix on how your state is affected, on Propr. Please pass this on to your teams. Fourth quarter new contract submission deadline The last day to submit completed new producer and new manager contracts to count toward fourth quarter recruiting goals is Friday, December 22. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after December 22, in the order received, but this doesn't guarantee processing for fourth quarter. Be aware different jurisdictions have varying turnaround times for background checks. Review contracts submitted online 24/7 on your online dashboard. If you have questions, email Contracts@ColonialLife.com. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr.
4Q/Year-end business submission deadlines • Clean manual business -- received by Wednesday, December 27. • Clean census enrollment files -- received by Wednesday, December 27, at 6 p.m. ET. • **Clean electronic business -- received by Saturday, December 30 at 6 p.m. ET. (Note that as a commitment to your success, clean electronic business will be accepted into the weekend to count toward your 2017 goals.) • New business --will continue to process business until Friday, December 29 at 7 p.m. ET. Make sure you follow insurance laws You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Learn more about licensing requirements on Propr. Reminders Triple Play underwriting enhancements Enhancements have been made to the Triple Play underwriting offer to help our 4Q Sales Surge. Get details on Propr. "And 1" added to 5K90 broker incentive New brokers contracted in 2017 who have already produced one case and $5,000 new account net sales can earn a $500 bonus by generating one additional case and another $5,000 new account net sales premium. Your RGMM has a list of eligible brokers and will quarterback this effort. Learn more on Propr.
December Classes Opener Class December 5—7 9am to 5pm Enroller Class December 12-13 9am to 5pm
New Accounts Aloha Produce—Eric Cornett Harney County—Eric Cornett & Michael Durre Finish Line Concrete Cutting—Brian Dickson Phillips & Koch Construction—Brian Dickson Maready Medical—Troy Gifford Animal Dental Clinic—Wendy Herrmann Temperature Pros Inc—Mary Taylor
High-Five broker incentive extended to end of 2017
Fourth quarter sales driver Updated: 11/07/2017 If you haven’t taken advantage of engaging America’s Brokers through the 5K90 HighFive broker bonus, there’s still time. The High-Five incentive will continue through the end of 2017. In addition, the bonus is now retroactive to include any broker contracted in 2017 with zero sales. we will be making the bonus retroactively available for all contracted brokers in 2017 with zero sales.
This bonus is great for brokers looking for the cost savings and enrollment flexibility of Colonial Life’s voluntary benefits. How it works Brokers who partner with Colonial Life and produce $5,000 in new account net sales premium before the end of the year, will receive a $500 bonus. It’s as simple as that! You can get more details in the fliers (Colonial Life and New York versions) listed under Recommended Items on the right-hand side of this page. Share them with your brokers, and get ready for a lot of high fives in fourth quarter.
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 48)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
156,495
Kezele, William Cornett, Eric
Top 15 Openers
Griffeth, Jeff
22,549
29,543
Campbell, Branden
15,285
25,543
Griffin, Jeff
10,879
Week 48 Sales
Top 15 Benefit Counselors
WK 48 Net Sales Credits
Bryant, Margaret
$64,434
Isaacson, Stephanie
8,828.46
Thurston, Doug
$25,429
Kramer, Cassandra
6,950.92
Cornett, Eric
$15,555
Campbell, Branden
6,050.52
Campbell, Branden
$13,443
Canals, Gabriel
4,704.98
Isaacson, Stephanie
$12,804
Burbery, Katie
4,529.14
Dickson, Brian
$12,717
Kunkler, Karen
4,398.50
Pines, Zara
$12,142
Taylor, Thomas
3,865.29
Griffin, Jeff
$9,068
Blair, William
3,382.64
Durre, Michael
$8,529
Morgester, Christine
3,194.02
Robinson, Rita
$7,905
Losada Monroy, Raquel
3,172.36
Griffeth, Jeff
$7,749
Hill, Brandon
2,928.89
Bilgen, Lisa
$7,714
Wolden, Julie
2,788.34
Kezele, Will
$6,519
Robinson, Rita
2,735.25
Brink, Don
$5,118
Durre, Michael
2,607.91
Taylor, Mary
$4,419
Buschman, Roxana
2,374.25
Quarter to Date Numbers (as of Week 48)
QTD Top DGA’s by % of Plan Alley, Michael
100.6%
Cornett, Kevin Thurston, Doug
Top 15 Openers
QTD Top ADM’s by % of Plan Hillier, Erik
163.1%
81.2%
Rathmanner, Casey
139.7%
66.6%
Campbell, Branden
58.8%
QTD - 2017 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Pines, Zara
$474,687 Isaacson, Stephanie
84,553.16
Brink, Don
$172,480 Morgester, Christine
55,892.55
Thurston, Doug
$160,864 McMuldren, Matthew
38,299.05
Bryant, Margaret
$141,510 Kunkler, Karen
28,476.86
McMuldren, Matthew
$97,129 Morrison, Robert
24,707.50
Bilgen, Lisa
$74,401 Buschman, Roxana
23,785.58
Robison, Mark
$72,203 Rasmussen, Kelley $69,615 Campbell, Branden
19,847.05 18,277.78
Grimes, Stan
$46,525 Blair, William $41,045 Griffeth, Jeff
Gifford, Troy
$34,944 Leach, Susan
15,204.13
Cornett, Eric
$34,937 Kramer, Cassandra $32,514 Wolden, Julie
14,666.65
$25,991 Losada Monroy, Raquel $25,823 Wollen, Gordon
13,498.61
Griffeth, Jeff Dickson, Brian
Campbell, Branden Waldram, Matthew Ford, Mary Brook
18,515.38 15,474.43
14,303.00 13,371.25
Year to Date Numbers (as of Week 48)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
148.9% Rathmanner, Casey
205.6%
Bringhurst, Steve
95.2% Canals, Gabriel
89.5%
Thurston, Doug
73.1% Jones, Eric W
84.7%
Top 15 Openers
YTD - 2017 Sales
Brink, Don
$737,126
Pines, Zara
$698,043
Thurston, Doug
$513,152
Bryant, Margaret
$387,716
McMuldren, Matthew
$157,754
Dickson, Brian
$148,352
Griffeth, Jeff
$132,709
Rathmanner, Casey
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
247,644.08
Morgester, Christine
129,421.34
Kunkler, Karen
110,824.74
Wollen, Gordon
92,158.79
Buschman, Roxana
90,917.55
Leach, Susan
78,342.75
McMuldren, Matthew
58,999.76
$129,734
Wolden, Julie
47,016.90
Jones, Eric
$126,769
Gifford, Troy
42,971.58
Bilgen, Lisa
$122,475
Griffeth, Jeff
39,169.84
Bringhurst, Angela
$121,895
Morrison, Robert
38,377.12
Cornett, Eric
$115,846
Blair, William
37,034.45
Grimes, Stan
$94,599
Taylor, Cearstin
36,197.71
Gifford, Troy
$93,400
Campbell, Branden
34,382.45
Hansen, Brian
$81,188
Canals, Gabriel
32,950.16
December 2017 Sun
Mon
Tue
3
4
Wed
17
Sat
2
7
8
9
13
14
15
16
19
20
21
22
23
26
27
28
29
30
5
6 Opener Class
11 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
Fri
1
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
10
Thu
12 Enroller Class
18 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
24
25 Territory Office Closed
31
4th Qtr Case 2017 Goal:
101 2017 Actual:
60
59%
2017 Cases 2017 Goal:
259 2017 Actual:
195
75% 4th Qtr Premium 2017 Goal:
$2,920,922 2017 Actual:
$2,031,674
69.5% 2017 Premium 2017 Goal
$7,855,235 2017 Actual:
$5,804,548
74%
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
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550