Oregon Idaho SW WA Pioneers Feb 22, 2022
Don’t Forget...
Multi-Factor Authentication (MFA) activation this weekend Privacy is always our priority. Colonial Life’s online tools -- including Agent Assist, our client and policyholder portals, Propr, Harmony and more -- allow you and your clients to get the most out of partnering with Colonial Life. Keeping those tools secure is critical, which is why we’re introducing multi-factor authentication. Beginning this weekend on February 26, after you enter your Login ID and password for Colonial Life sites, you'll receive an email with a one-time passcode. This will confirm that only you are accessing your accounts. Get more information on what to expect, and also make sure to attend the Agent Assist webinar Friday, February 25, to see what this means when working with the app.
New Cases Opened This Week:
C = Construction
Krista Runtz
W = Wholesale
Joe Runtz
G = Grocery
M = Manufacturing
CG = City Government
2022 First Quarter Sales Contest Big Sky in July is where your hot start in 2022 can bring you a blast of cool mountain air this summer. Find out how you can qualify for our luxurious first quarter contest trip to the spectacular beauty of Big Sky, Montana. Visit Propr for complete details.
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!
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 7)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$64,722.56
Runtz, Joe
Maxwell, Denise
$22,764.00
Canals, Gabriel
Marquess, Rick
$10,875.99
Stubbs, Jason
Top 15 Openers
Week 7 Sales
Top 15 Benefit Counselors
$15,827.46 $9,255.06 $6,331.11
WK 7 Net Sales Credits
Brink, Don
$29,321.07 Kunkler, Karen
5,676
Bryant, Margaret
$13,940.01 Losada Monroy, Raquel $6,452.45 Runtz, Joe
2,667
Runtz, Joe
2,310
Stubbs, Jason
$5,824.19 Runtz, Krista $4,485.36 Peterson, Kimberly
Ballweber, Theresa
$3,566.88 Maccabee, Amber
1,711
Lane, Michael
$3,083.88 Stubbs, Jason
1,570
Gifford, Troy
$2,136.34 Lane, Michael
1,079
Taylor, Todd
$2,094.99 Miller, Tricia
878
Day, Terra
$2,026.62 Gunson, Steve
564
Bonner, Lynn
$1,962.96 Bringhurst, Angela
425
Boutwell, Gladys
$1,930.56 Scheppegrell, Leslie $1,610.04 Helsley, Kay
247
Runtz, Krista
Gunson, Steve Bilgen, Lisa Bringhurst, Angela
$1,406.55 Waldram, Matt $1,213.56 Gross, Lynsay
2,246 2,229
191 88 38
Quarter to Date Numbers (as of Week 7)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
65.0%
Runtz, Joe
68.6%
Thurston, Doug
64.4%
Weiland, Abigail
64.5%
Maxwell, Denise
52.6%
Canals, Gabriel
38.1%
Top 15 Openers Brink, Don
QTD - 2022 Sales
Top 15 Benefit Counselors
$266,451.97 Kinney, David
QTD Total Net Sales Credit 27,610
Bryant, Margaret
$70,091.35 Kunkler, Karen
20,407
Shipman, Jeff
$17,186.23 Losada Monroy, Raquel
18,668
Ballweber, Theresa
$13,206.96 Isaacson, Stephanie
16,414
Snider, Jason
$12,598.80 Maccabee, Amber
6,771
Stubbs, Jason
$10,435.20 Betz, Wes
4,764
Gifford, Troy
$10,331.89 Snider, Jason
4,410
Webb, Tiffany
$10,067.64 Weiland, Abigail
3,871
Runtz, Joe
$9,228.83 Lane, Michael
3,679
Lane, Michael
$8,174.40 Talburt, Marci
3,559
Day, Terra
$7,718.97 Gifford, Troy
3,315
Ford, Brook
$7,494.60 Buschman, Roxana
3,193
Runtz, Krista
$7,081.25 Runtz, Joe
2,888
Campbell, Melody
$6,733.32 Bringhurst, Angela
2,818
Bonner, Lynn
$6,265.44 Stubbs, Jason
2,658
Year to Date Numbers (as of Week 7)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
9.1% Weiland, Abigail
Thurston, Doug
8.6% Runtz, Joe
7.0%
Marquess, Rick
6.9% Stubbs, Jason
6.7%
Top 15 Openers Brink, Don
YTD - 2022 Sales $237,130.90
Top 15 Benefit Counselors
12.8%
YTD Total Net Sales Credit
Kinney, David
27,610
Bryant, Margaret
$56,151.34
Kunkler, Karen
20,407
Shipman, Jeff
$17,233.26
Losada Monroy, Raquel
18,668
Snider, Jason
$12,709.80
Isaacson, Stephanie
16,414
Webb, Tiffany
$10,067.64
Maccabee, Amber
6,771
Ballweber, Theresa
$9,640.08
Betz, Wes
4,764
Campbell, Melody
$8,696.28
Snider, Jason
4,410
Gifford, Troy
$8,195.55
Weiland, Abigail
3,871
Weiland, Abigail
$7,282.71
Lane, Michael
3,679
Talburt, Marci
$7,224.06
Talburt, Marci
3,559
Stubbs, Jason
$5,949.84
Gifford, Troy
3,315
Day, Terra
$5,692.35
Buschman, Roxana
3,193
Beck, Kate
$5,539.56
Runtz, Joe
2,888
Ray, Carrie
$5,327.28
Bringhurst, Angela
2,818
Wollen, Gordon
$5,137.08
Stubbs, Jason
2,658
Year to Date Numbers (as of Week 7) Top 5 Coordinators
WK 7 Net Sales Credits
Ballweber, Theresa
4,685
Talburt, Marci
1,222
Bryant, Margaret
737
Plunkett, Amanda
449
Gifford, Troy
216
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 35,064
Talburt, Marci
7,433
Bryant, Margaret
7,391
Bonner, Lynn
1,292
Gifford, Troy
1,100
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 35,064
Talburt, Marci
7,433
Bryant, Margaret
7,391
Bonner, Lynn
1,292
Gifford, Troy
1,100
1st Qtr Cases 2022 Goal:
48 2022 Actual:
11.5
23.9%
2022 Cases 2022 Goal:
350 2022 Actual:
11.5 cases 3.2% 1st Qtr Premium 2022 Goal:
$1,504,002 2022 Actual:
$705,162
46.8% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $705,162
7%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@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