Oregon Idaho SW WA Pioneers Feb 23, 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 7 Critical Illness Sales: $5,676.12 Week 7 Groups Adding CI Policies: 9 Week 7 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 7: Wes Betz: $2,436.48 Todd Taylor: $822.00 Branden Campbell: $702.60
New Cases Opened This Week: Stephen Schacher
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 7)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$43,565.23
Canals, Gabriel
$18,910.56
Alley, Mike
$4,114.77
McPherson, Stan
$3,224.40
Kezele, Will
$1,987.32
Gifford, Troy
$1,170.80
Top 15 Openers Betz, Wes
Week 7 Sales
Top 15 Benefit Counselors
$12,468.75 Brink, Don
WK 7 Net Sales Credits 4,998
Campbell, Branden
$2,902.44 Losada Monroy, Raquel
4,104
Bryant, Margaret
$2,307.17 Kunkler, Karen
2,904
McPherson, Stan
$1,612.20 Miller, Tricia
755
Schacher, Stephen
$1,612.20 Gifford, Troy
696
Gifford, Troy
$1,090.11 McPherson, Stan
564
Wolden, Julie
$1,020.24 Schacher, Stephen
564
Taylor, Todd
$888.15 Camarata, Tim
465
Griffeth, Jeff
$816.52 Taylor, Todd
311
Thurston, Derek
$627.69 Wolden, Julie
257
Bilgen, Lisa
$200.16 Isaacson, Stephanie
188
Kunkler, Karen
$163.61 Myers, Jan
64
Robison, Mark
$148.20 Gross, Lynsay
38
Griffeth, Tyson
$80.69
Quarter to Date Numbers (as of Week 7)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Marquess, Rick
56.7%
Vann, Todd
80.8%
Thurston, Doug
55.2%
Canals, Gabriel
47.5%
Maxwell, Denise
48.8%
Taylor, Mary
42.0%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$138,234.79 Kunkler, Karen
QTD Total Net Sales Credit 29,807
Bryant, Margaret
$34,909.59 Brink, Don
21,372
Scheppegrell, Leslie
$20,188.44 Losada Monroy, Raquel
11,258
Betz, Wes
$18,022.56 Miller, Tricia
7,636
Ford, Brook
$17,931.00 DuPriest, Kathy
5,855
Taylor, Todd
$13,288.29 Greenwald, Ben
4,089
Wolden, Julie
$9,303.00 Isaacson, Stephanie
4,041
Ray, Carrie
$8,849.34 Bryant, Margaret
3,768
Waldram, Matt
$8,225.28 Wolden, Julie
3,479
Bilgen, Lisa
$7,056.48 Taylor, Todd
3,064
Daniels, Joel
$6,855.36 Ford, Brook
3,001
Ballweber, Theresa
$6,197.97 Waldram, Matt
2,879
Thurston, Derek
$6,039.90 Gifford, Troy
2,396
Campbell, Branden
$5,908.32 Scheppegrell, Leslie
2,357
Howard, Taylor
$5,069.16 Maccabee, Amber
1,881
Year to Date Numbers (as of Week 7)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
8.9% Vann, Todd
10.1%
Cornett, Kevin
8.5% Taylor, Mary
8.4%
Thurston, Doug
6.8% Daniels, Joel
5.2%
Top 15 Openers Brink, Don
YTD - 2021 Sales $133,652.35
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
29,807
Bryant, Margaret
$36,285.96
Brink, Don
21,372
Scheppegrell, Leslie
$20,188.44
Losada Monroy, Raquel
11,258
Betz, Wes
$16,756.26
Miller, Tricia
7,636
Taylor, Todd
$11,105.03
DuPriest, Kathy
5,855
Wolden, Julie
$9,303.00
Greenwald, Ben
4,089
Ray, Carrie
$8,849.34
Isaacson, Stephanie
4,041
Waldram, Matt
$8,225.28
Bryant, Margaret
3,768
Daniels, Joel
$6,855.36
Wolden, Julie
3,479
Bilgen, Lisa
$6,832.65
Taylor, Todd
3,064
Ballweber, Theresa
$6,162.87
Ford, Brook
3,001
Campbell, Branden
$5,908.32
Waldram, Matt
2,879
Thurston, Derek
$5,247.09
Gifford, Troy
2,396
Howard, Taylor
$5,069.16
Scheppegrell, Leslie
2,357
Day, Terra
$4,665.51
Maccabee, Amber
1,881
Year to Date Numbers (as of Week 7) Top 5 Coordinators
WK 7 Net Sales Credits
Talburt, Marci
424
Bryant, Margaret
327
Gifford, Troy
199
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 18,158
Talburt, Marci
5,206
Bryant, Margaret
4,738
Gross, Lynsay
2,353
Ward, Sue
1,521
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 18,158
Talburt, Marci
5,206
Bryant, Margaret
4,738
Gross, Lynsay
2,353
Ward, Sue
1,521
1st Qtr Cases 2021 Goal:
29 2021 Actual:
10
34.4%
2021 Cases 2021 Goal:
203 2021 Actual:
10
4.9% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$558,202
37.4% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$558,202
5.8%
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