Oregon Idaho Pioneers January 24, 2017 October 6, 2016
Oregon/Idaho New Agents Terri H. Griffeth Crystal Morris
Portland Class Dates January 24 - 25 Opener Course January 31 New Agent Advanced Training February 7 - 8 Harmony Training Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356
New Fast Forms Update Updated: 01/23/2017 Updates to the Fast Forms tool will help you expedite new account set up. Billing and payroll questions have been added to Fast Forms, giving you the option to bypass a Welcome Call with the account if you choose. This update supports future streamlining and automation of the new account creation and release process. What are the changes? The updated Fast Forms tool asks the sales rep if they want to conduct a Welcome Call with the account and Home Office. If the rep chooses “no,” they can simply answer the added billing questions in Fast Forms to receive a Harmony shell without having to do the call. These are the same billing questions answered today as part of the Welcome Call. If you still prefer to have a Welcome Call, you can submit the basic account information through Fast Forms and provide the remaining billing information via the Welcome Call, just as you do today. Some important notes to consider: If you choose not to conduct a Welcome Call, salespeople submitting new account forms before 5 p.m. ET should receive an email within one hour of submission with account information, access to the Harmony shell, and any missing forms required to release the account. All new accounts opened without a Welcome Call will still be reviewed and validated by the home office to ensure proper setup. We still highly recommend a Welcome Call for all new reps and complex accounts. What does this mean for me? You can now collect billing and payroll information directly with the employer rather than having to wait for the Welcome Call. You can receive account details (such as BCN, F# and Risk Rating) and the Harmony shell more quickly to begin setting up enrollment. The opt-out option for Welcome Calls is ideal for veteran reps and small, simple accounts. Training A training guide for Fast Forms enhancements is now available, and a training Brainshark video will be available soon. We've also scheduled webinars to help you learn about the updates to Fast Forms: Monday, Feb. 6 1-2 p.m. ET Webinar link: https://egc.unum.com/ffopenhour/ Monday, Feb. 27 1-2 p.m. ET Webinar link: https://egc.unum.com/ffopenhour2/ Get ready to use the enhanced Fast Forms tool to help reach our goal of covering 5 million of America’s workers by 2020.
Simple, modern and personal changes to customer on-boarding Updated: 01/19/2017 First impressions are important. That’s why when Colonial Life brings on a new customer we do everything we can to make sure the account gets up and running correctly and efficiently. A team from the home office recently partnered with the sales organization to develop some changes to the dating guidelines used during the customer onboarding process to make that process more simple, modern and personal. Changes include: All new accounts should use a first of the month Coverage Effective Date (CED), unless there’s a valid reason for using a different date. This will help us better align to major medical coverage and customer expectations. The First Deduction Date will be set to the first valid pay date after the CED for all new accounts, as long as the pay date falls at least six days after the end of enrollment. The deduction date may be adjusted if the plan administrator and sales rep need more or less time to return data and set up deductions correctly. A “grace period” between CED and PED should not be used as a sales tool. We encourage, but don’t require, all enrollments to end at least five business days before the CED to make sure there is adequate time for business submission and processing (this is already a best practice for accounts with group products). In addition to simplifying the setting of enrollment dates and effective dates, you should also be aware of these key dates during account setup to ensure a successful implementation: Payroll Lock Date – Plan administrator sets and locks payroll for the First Deduction Date. Data Return Date – Plan administrator expects to receive deduction report information based on enrollment and effective dates. What does this mean for you? These changes are designed to reduce billing errors and lost premium by creating a standardized process and timeline for all new accounts to better align with customer expectations. Following these new guidelines also increases transparency between you and plan administrators. An implementation guide is now available that you can use with your plan administrators to help set expectations and adhere to these changes. Contact the New Account Service Center at (800) 438-6423 option 2, option 2, or by email Newaccountservicecenter@coloniallife.com if you have any questions about the updated customer onboarding process.
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com Gower Talley Regional Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550
BENEFITS OF GOOD HARD WORK
New Year’s Day
Leadership Development Conference - Austin, TX
Territory Wide Race Event
TERRITORY OFFICE CLOSED
Call Clinic 8 Call - 12Clinic NOON 8 - 12 NOON
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm
Call Clinic 8 - 12 NOON
Territory Managers Meeting
AMP/ Call Clinic 1 - 5 pm
Territory Kickoff 1 - 6 pm
8 am - 5 pm
Call Clinic 8 - 12 NOON
Direct Marketing Training (Opener Course)
AMP/ Call Clinic 1 - 5 pm
AMP/ Call Clinic 1 - 5 pm
Call Clinic 8 - 12 NOON
New Agent Advanced Training
Call Clinic 8 - 12 NOON
Territory Wide Race Event Harmony Training
AMP/ Call Clinic 1 - 5 pm
Call Clinic 8 - 12 NOON
Idaho Direct Marketing Training
Valentines Day AMP/ Call Clinic 1 - 5 pm
Qtrly ADM Advanced Training
Call Clinic 8 - 12 NOON
DDP
AMP/ Call Clinic 1 - 5 pm
Call Clinic 8 - 12 NOON
Idaho Harmony Training
AMP/ Call Clinic 1 - 5 pm