Oregon Idaho Pioneers February 14, 2018 October 6, 2016
2018 First Quarter RACE Event February 5-16 Get ready to get out of the gates quickly with Colonial Life's first quarter RACE event. The event takes place February 5 through 16, and the theme is "Why Colonial Life?" It's an opportunity for us to explain to employers new to voluntary benefits, or to employers already working with another carrier, why they should choose Colonial Life. The drop item is an all-in-one coaster booklet.
Awards: Territory winners Producer with most reported prospecting activity (using the RACE reporting tool) in each territory will receive $100 in their compensation.
Regional winners 3 winners per region (based on sales in new, direct < 50 lives for 3 weeks post event) • • •
1st place: $500 2nd place: $300 3rd place: $200
Valentine’s Day Trivia •
About 1 billion Valentine’s Day cards are exchanged each year.
•
220,000 is the average number of wedding proposals on Valentine's Day each year.
•
More than 35 million heart-shaped boxes of chocolate will be sold for Valentine's Day.
•
In Shakespeare’s play Romeo and Juliet it is said that they lived in Verona, Italy. Every year thousands of Valentine’s Day cards are sent to Verona addressed to Juliet.
•
The red rose was the flower of Venus, the Roman goddess of love.
Dental Rollout Oregon folks… Tuesday, February 20th at the Territory Office from 9:00 a.m. until 11:30 a.m. David Roth, Director of the Dental and Vision Growth Strategy will be holding a deep dive Dental and Vision Sales Training. This training is in preparation for our new Dental release in late March. Due to limited space, attendance will be on a first come basis. As a result, please RSVP as soon as you can to Stefanie Jacobs at SJacobs2@Coloniallife.com
Idaho folks… Wednesday, February 21st at Courtyard by Marriott Boise West/Meridian, 1789 S. Eagle Rd, Meridian, ID 83642, in the Balboa Room, from 9:00 a.m. until 11:30 a.m. David Roth, Director of the Dental and Vision Growth Strategy will be holding a deep dive Dental and Vision Sales Training. This training is in preparation for our new Dental release in late March. Due to limited space, attendance will be on a first come basis. As a result, please RSVP as soon as you can to Stefanie Jacobs at SJacobs2@Coloniallife.com
New Accounts QTD HIEROPHANT MEADERY LLC—Branden Campbell SPUDNIK EQUIPMENT—Matthew Waldram JACK TRENT & CO—Nicholaus Gyte ENTEK INTERNATIONAL—Lisa Bilgen HANSEN FAMILY SVS—Nicholaus Gyte
AGWEST SUPPLY—Carrie Ray EMERALD VALLEY THINNING INC—Natasha Shklayvel REINISCH WILSON WEIER PC—Don Brink EVERGREEN TREE SERVICE—Zara Pines ONBOARD SYSTEMS INTERNATIONAL—Zara Pines SCHROEDER SPEED AND CUSTOMS—Stephen Schacher WILLAMETTE FLUID POWER INC—Patty Schulz HARKER SCHOOL—Lisa Bilgen FIRST TEAM RESTORATION INC—Nicholaus Gyte RAMSEY - WAITE—Douglas Kartub MOORE ORCHARDS INC—Raquel Losada Monroy BROWN FAMILY VISION—Jared Pratt PEARSON ADVISORY—Carrie Ray DEPACTO INC—Matthew Waldram SIGNS AND DESIGNS 2 FIT—Braydon Bringhurst MADNESS MOTORWORKS—Hugo Granja Flores CITY OF STEVENSON—Raquel Losada Monroy
Douglas Kartub has reached 10k90!!! February Classes Opener Class (IDAHO) Feb 7 – 9 9 am – 5 pm
Enroller Class (IDAHO) Feb 27 – 28 9 am – 5 pm
March Classes Opener Class March 13 – 15 9 am – 5 pm
Enroller Class March 20-21 9 am – 5 pm
Monday Matters Merriment! First Appointment Set!
The Maxwell District
The Alley District
Hugo Granja— getting it done
Doug Kartub IS a machine!
Elevate Your Impact Sales Contest The Ritz Carlton – Bachelor Gulch June 7-10, 2018
Grand prize winners will travel to Beaver Creek, CO, to experience the beauty and majesty of the Rocky Mountains. First-class accommodations and service await you at the Ritz Carlton – Bachelor Gulch. Winners will be able to walk among the Aspen trees for hiking activities, play a round at Condé Nast Traveler’s #3 “Top Western U.S. Golf Resort” and find serenity at the spa. The breathtaking mountain landscape is the backdrop for all of your experiences. Check out the contest qualifications on Propr, and make sure you Elevate Your Impact to go Rocky Mountain climbing in June!
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
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 DGA’s
WTD Top ADM’s
Thurston, Doug
$268,474.79
Maxwell, Denise Alley, Mike
Top 15 Openers
Bringhurst, Angela
$14,903.52
$76,215.96
Griffeth, Jeff
$14,316.36
$68,295.52
Brink, Don
$13,270.05
Week 6 Sales
Top 15 Benefit Counselors
WK 6 Net Sales Credits
Pines, Zara
$22,600.05
Leach, Susan
4,120
Brink, Don
$13,280.57
Isaacson, Stephanie
4,014
Gifford, Troy
$11,960.03
Bringhurst, Braydon
3,912
Bringhurst, Braydon
$7,978.32
Wolden, Julie
2,715
Bringhurst, Angela
$6,925.20
Griffeth, Jeff
2,465
Bilgen, Lisa
$6,381.42
Gray, Jeff
2,103
Jamieson, Richard
$6,011.73
Morgester, Christine
1,762
Gray, Jeff
$6,007.56
Blair, Bill
1,441
Taylor, Mary
$2,476.62
Bringhurst, Angela
1,304
Wolden, Julie
$2,367.12
Buschman, Roxana
1,235
Kartub, Doug
$2,258.04
Burbery, Katie
933
Rathmanner, Casey
$2,003.91
Brink, Don
919
Thurston, Doug
$1,832.63
Rasmussen, Kelley
790
Gyte, Nicholaus
$1,751.57
Kunkler, Karen
607
Hansen, Brian
$1,328.89
Bilgen, Lisa
587
Quarter to Date Numbers (as of Week 6)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
168.4%
Bilgen, Lisa
258.7%
Alley, Mike
163.0%
Ford, Brook
170.4%
Bringhurst, Steve
141.4%
Canals, Gabriel
159.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$59,460.72 Kunkler, Karen
20,822
Waldram, Matthew
$57,909.36 Buschman, Roxana
16,419
Pines, Zara
$48,175.15 Isaacson, Stephanie
15,028
Dickson, Brian
$39,915.66 Waldram, Matthew
14,731
Day, Eric
$35,490.39 Wolden, Julie
10,544
Gifford, Troy
$20,389.03 Losada Monroy, Raquel
8,168
Bilgen, Lisa
$19,989.48 Leach, Susan
8,155
Thurston, Doug
$18,295.16 Nelson, Jaren $11,587.49 Griffeth, Jeff
5,388
Gyte, Nick
5,113
Snider, Jason
$9,819.08 Taylor, Thomas
4,181
Bringhurst, Angela
$9,672.00 Bringhurst, Braydon
3,912
Cornett, Kevin
$9,572.61 Hill, Brandon $9,015.96 Gyte, Nick
3,857
$7,978.32 Cornett, Kevin $7,889.88 Gray, Jeff
3,202
Gray, Jeff Bringhurst, Braydon Schacher, Stephen
3,209 3,156
Year to Date Numbers (as of Week 6)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Maxwell, Denise
168.4% Bilgen, Lisa
258.7%
Alley, Mike
163.0% Ford, Brook
170.4%
Bringhurst, Steve
141.4% Canals, Gabriel
159.6%
Top 15 Openers
YTD - 2018 Sales
Brink, Don
$59,460.72
Waldram, Matthew
$57,909.36
Pines, Zara
$48,175.15
Dickson, Brian
$39,915.66
Day, Eric
$35,490.39
Gifford, Troy
$20,389.03
Bilgen, Lisa
$19,989.48
Thurston, Doug Gyte, Nicholaus
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
20,822
Buschman, Roxana
16,419
Isaacson, Stephanie
15,028
Waldram, Matthew
14,731
Wolden, Julie
10,544
Losada Monroy, Raquel
8,168
Leach, Susan
8,155
$18,295.16
Nelson, Jaren
5,388
$11,587.49
Griffeth, Jeff
5,113
Snider, Jason
$9,819.08
Taylor, Thomas
4,181
Bringhurst, Angela
$9,672.00
Bringhurst, Braydon
3,912
Cornett, Kevin
$9,572.61
Hill, Brandon
3,857
Gray, Jeff
$9,015.96
Gyte, Nick
3,209
Bringhurst, Braydon
$7,978.32
Cornett, Kevin
3,202
Schacher, Stephen
$7,889.88
Gray, Jeff
3,156
1st Qtr Cases 2018 Goal:
27 2018 Actual:
22
81%
2018 Cases 2018 Goal:
249 2018 Actual:
22
8% 1st Qtr Premium 2018 Goal:
$1,076,001 2018 Actual:
$541,201
50% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$541,201
6%
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