Oregon Idaho SW WA Pioneers Feb 16, 2021
NEW CASE COUNT GUIDELINES Effective immediately, Home Office will give existing groups that were unreworked for 2+ years a case credit mark towards QTD & YTD bonuses. The premium written will still be considered existing. In order to qualify, $5,000 of existing sales must be written to qualify for case credit. You would not need to request case credit for these. These case ‘tick’ marks will be added by Sales Info at the end of every quarter. The $5k requirement is only for accounts that fall in between the 2-5 year threshold. The normal 5+ year un-reworked case count accounts will still need to be requested as normal via email as these accounts will also be given new account premium and will still operate based off the normal $2,500 requirement to achieve case credit. Another offering for all of 2021 is Double Case Count in the following three areas: Construction, Wholesale and Manufacturing For further information, please contact your CORE Team.
For more information, visit Propr.
Watch our Inforce Growth! New Line of Coverage (Critical Illness Initiative) Results So Far... Week 6 Critical Illness Sales: $21,605.76 Week 6 Groups Adding CI Policies: 15 Week 6 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 6: Don Brink: $11,959.55 Margaret Bryant: $4,591.20 Todd Taylor: $1,964.16
New Cases Opened This Week: Wes Betz Taylor Howard
Why the Client Portal is a benefit to agents:
Dental/Vision Organizational Announcement Please refer to the chart below for where to direct service questions: Topic:
Contact Info:
Takeover Request
DentalUW@coloniallife.com
Competitive Positioning: • Product positioning • State availability • Rate zone information
Underwriting: • 800-845-7330 Underwriting@coloniallife.com
Eligibility • Missing dependents • Members without coverage • Waiting periods in error General Service: • Service forms • CED changes • Address changes
DentalPolicyCorresp@coloniallife.com
Member Service: • Benefit questions • Benefit verification • ID cards • Provider concerns Billing
Dental Member Services: • 888-400-9304
Claims and Service Escalations
DentalCS@coloniallife.com
Service Hub: • 800-438-6423 Service@coloniallife.com
New ID card request: CLACardRequests@coloniallife.com Assigned Billing Coordinator
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 6)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$94,415.17
Taylor, Mary
$14,012.52
Marquess, Rick
$19,240.88
Canals, Gabriel
$10,366.89
Alley, Mike
Top 15 Openers Brink, Don
$8,324.83
Week 6 Sales
Stubbs, Jason
Top 15 Benefit Counselors
$60,839.33 Brink, Don
$4,169.40
WK 6 Net Sales Credits 9,014
Taylor, Todd
$9,974.58 Bryant, Margaret
5,578
Bryant, Margaret
$8,579.02 Kunkler, Karen
4,502
Wolden, Julie
$6,058.08 Losada Monroy, Raquel
3,404
Betz, Wes
$4,287.51 Wolden, Julie
2,374
Ray, Carrie
$2,860.32 Maccabee, Amber
2,139
Howard, Taylor
$2,516.16 Miller, Tricia
2,084
Campbell, Branden
$2,316.84 Taylor, Todd
1,909
Beck, Kate
$1,884.00 Ford, Brook
1,697
McPherson, Stan
$1,795.20 DuPriest, Kathy
1,343
Bilgen, Lisa
$1,721.16 Morgester, Christine
1,042
Scheppegrell, Leslie
$1,516.08 Greenwald, Ben
881
Camarata, Tim
$1,126.80 Isaacson, Stephanie
666
Shipman, Jeff
$1,058.59 Canals, Gabriel
582
Ballweber, Theresa
$965.04 Scheppegrell, Leslie
531
Quarter to Date Numbers (as of Week 6)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Marquess, Rick
54.9%
Vann, Todd
80.8%
Maxwell, Denise
48.7%
Taylor, Mary
40.2%
Thurston, Doug
48.5%
Daniels, Joel
33.9%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$137,810.08 Kunkler, Karen
QTD Total Net Sales Credit 26,903
Bryant, Margaret
$32,475.01 Brink, Don
16,374
Scheppegrell, Leslie
$20,188.44 Bryant, Margaret
7,165
Ford, Brook
$17,931.00 Losada Monroy, Raquel
7,153
Taylor, Todd
$12,201.69 Miller, Tricia
6,881
Ray, Carrie
$8,849.34 DuPriest, Kathy
6,089
Wolden, Julie
$8,282.76 Greenwald, Ben
4,089
Waldram, Matt
$8,225.28 Isaacson, Stephanie
3,853
Daniels, Joel
$6,855.36 Ford, Brook
3,663
Bilgen, Lisa
$6,571.38 Wolden, Julie
3,222
Ballweber, Theresa
$6,556.77 Waldram, Matt
2,879
Thurston, Derek
$6,070.74 Taylor, Todd
2,753
Jones, Amanda
$5,118.96 Scheppegrell, Leslie
2,357
Howard, Taylor
$5,069.16 Maccabee, Amber
1,953
Day, Terra
$5,025.00 Morgester, Christine
1,714
Year to Date Numbers (as of Week 6)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
8.6% Vann, Todd
10.1%
Cornett, Kevin
8.5% Taylor, Mary
8.0%
Maxwell, Denise
6.0% Daniels, Joel
5.2%
Top 15 Openers Brink, Don
YTD - 2021 Sales $133,678.72
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
26,903 16,374
Bryant, Margaret
$33,978.79
Brink, Don
Scheppegrell, Leslie
$20,188.44
Bryant, Margaret
7,165
Taylor, Todd
$10,216.88
Losada Monroy, Raquel
7,153
Ray, Carrie
$8,849.34
Miller, Tricia
6,881
Wolden, Julie
$8,282.76
DuPriest, Kathy
6,089
Waldram, Matt
$8,225.28
Greenwald, Ben
4,089
Daniels, Joel
$6,855.36
Isaacson, Stephanie
3,853
Bilgen, Lisa
$6,632.49
Ford, Brook
3,663
Ballweber, Theresa
$6,521.67
Wolden, Julie
3,222
Jones, Amanda
$5,118.96
Waldram, Matt
2,879
Howard, Taylor
$5,069.16
Taylor, Todd
2,753
Day, Terra
$4,954.35
Scheppegrell, Leslie
2,357
Thurston, Derek
$4,619.40
Maccabee, Amber
1,953
Betz, Wes
$4,287.51
Morgester, Christine
1,714
Year to Date Numbers (as of Week 6) Top 5 Coordinators
WK 6 Net Sales Credits
Ballweber, Theresa
7,050
Talburt, Marci
1,919
Bryant, Margaret
1,836
Gross, Lynsay Ward, Sue
Top 5 Coordinators Ballweber, Theresa
376 97
QTD Total Net Sales Credit 18,204
Talburt, Marci
4,782
Bryant, Margaret
4,412
Gross, Lynsay
2,728
Ward, Sue
1,521
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 18,204
Talburt, Marci
4,782
Bryant, Margaret
4,412
Gross, Lynsay
2,728
Ward, Sue
1,521
1st Qtr Cases 2021 Goal:
29 2021 Actual:
9
31%
2021 Cases 2021 Goal:
203 2021 Actual:
9
4.4% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$505,154
33.9% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$505,154
5.3%
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 Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@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