Oregon Idaho Pioneers Feb 11, 2020 October 6, 2016
ENROLLMENT PLAYBOOK NOW AVAILABLE START USING THE TOOL TODAY! As a Colonial Life sales professional and trusted advisor, you know that the key to a long-term success and lasting relationships with your clients is rooted in preparation, consistent execution and attention to detail. This quick-reference guide, called the “Enrollment Playbook,” is designed to help you prepare for the unexpected as you build a long-term enrollment strategy for each of your clients. Using the tools and resources contained in this playbook, you’ll be able to navigate each phase of the enrollment journey—from acquisition to post-enrollment— leveraging key plays to help you build your game plan. As a result, you and your teams will be able to: • Better understand the enrollment tools, resources and teams available to help you. •
Cultivate confidence in positioning Colonial Life’s enrollment value story to a decision maker/employer or broker.
•
Set every account up for long-term success and maximize compensation.
•
Grow your block of business.
For more information click here.
Sckylar Tanner Jayce Grimes Brandon Demoran Marisol Bernal
New Cases Opened This Week: Lois Fleener Jeff Gray
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 6)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$38,930.40
Gray, Jeff
$4,690.68
Alley, Mike
$17,020.62
Fleener, Lois
$3,627.84
Maxwell, Denise
$10,935.48
Bowley, Alyssa
$3,254.04
Top 15 Openers Bryant, Margaret
Week 6 Sales $13,525.68
Kartub, Doug
$4,036.68
Fleener, Lois
$3,627.84
Pines, Zara
$3,513.85
Bowley, Alyssa
$3,254.04
Canals, Gabriel
$2,446.20
Bringhurst, Angela
$2,311.44
Wollen, Gordon
$2,154.48
Bilgen, Lisa
$1,661.22
Taylor, Mary
$1,427.04
Starnes, Hillary
$1,280.52
Rasmussen, Kelley
$1,114.84
Talburt, Marci
$1,064.46
Brink, Don
$1,025.02
Thurston, Derek
$1,018.56
Top 15 Benefit Counselors
WK 6 Net Sales Credits
Quarter to Date Numbers (as of Week 6)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
77.9%
Gifford, Troy
35.5%
Thurston, Doug
48.9%
Parsons, Kate
19.9%
Maxwell, Denise
47.5%
Fleener, Lois
16.5%
Top 15 Openers
QTD - 2020 Sales
Bryant, Margaret
$213,763.95
Bilgen, Lisa
$174,934.77
Brink, Don
$42,373.12
Ford-Pritchett, Brook
$35,711.04
Thurston, Derek
$14,819.46
Ballweber, Theresa
$14,089.32
Bringhurst, Angela
$13,718.46
Pines, Zara
$12,749.25
Canals, Gabriel
$10,835.73
Wollen, Gordon
$9,462.96
Pace, Stephen
$8,873.43
Taylor, Mary
$8,529.90
Gifford, Troy
$7,876.87
Campbell, Branden
$7,366.56
Fleener, Lois
$6,619.20
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Year to Date Numbers (as of Week 6)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
12.4% Gifford, Troy
4.5%
Maxwell, Denise
8.9% Taylor, Mary
3.3%
Thurston, Doug
8.4% McPherson, Stan
2.8%
Top 15 Openers
YTD - 2020 Sales
Bryant, Margaret
$211,808.10
Bilgen, Lisa
$174,946.32
Brink, Don
$41,622.30
Ballweber, Theresa
$14,089.32
Bringhurst, Angela
$13,718.46
Thurston, Derek
$13,609.68
Pines, Zara
$12,572.08
Canals, Gabriel
$10,813.32
Wollen, Gordon
$9,462.96
Pace, Stephen
$8,873.43
Taylor, Mary
$8,529.90
Gifford, Troy
$7,876.87
Campbell, Branden
$7,366.56
Fleener, Lois
$6,619.20
Kartub, Doug
$6,257.52
Top 15 Benefit Counselors
YTD Total Net Sales Credit
1st Qtr Cases 2020 Goal:
70 2020 Actual:
14
20.0%
2020 Cases 2020 Goal:
435 2020 Actual:
14
3.2% 1st Qtr Premium 2020 Goal:
$1,997,002 2020 Actual:
$866,432
43.3% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$866,432
7.6%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550