Oregon Idaho Pioneers July 11, 2017 October 6, 2016
Individual Dental Coming to Washington Great news! Beginning August 21st, 2017, Dental is coming to Washington in Harmony! Key Features of Colonial Life Dental: • Schedule of Benefit design that pays a fixed amount for more than 400+ covered
dental procedures • Employees have the freedom to choose any dentist and receive the same Colonial
Life benefit amount • No deductible, no precertification, no coinsurance, no coordination of
coverage
• Three plan levels – offer to any and all in an account (Level 1 not available in Wash-
ington) • Plan levels vary by benefit amounts and calendar year maximum • Receive immediate coverage for Dental Wellness (e.g. routine cleanings) and Radio-
graphic Image Procedure (X-Ray) procedures • Employees may receive even greater discounts by seeing a network provider • Guaranteed issue – minimum of 1 enrolled life; issue ages 17-75 • Orthodontic Rider (Vision not available in Washington)
Please view our Individual Dental Propr page.* *Dental Washington has state specific variations
2017 Market Conduct Training Begins July 17th
Operating at the highest level of integrity and ethics is a top priority at Colonial Life. We have a long tradition of doing what’s right – for policyholders, business owners and employees. Our customers expect us to show competency and professionalism at all times. Part of making sure we uphold this tradition is to provide training to our sales team on market conduct, ethics, privacy and security requirements. Because of regulatory requirements, Colonial Life established a policy that all sales representatives and sales managers are required to successfully complete the Market Conduct, Ethics, Privacy and Security training. Compliance with this policy is a condition of your sales agreement with Colonial Life.
The training opens on Monday, July 17, 2017. If you are required/scheduled to complete the training during this training period, you will receive an email from My Learning Connection on July 17. The deadline for you to complete the market conduct training is Sept. 18, 2017. If you do not complete the training by the deadline, you could face consequences including removal from advanced commissions and, possibly, termination of your Colonial Life contract. The training will be offered through My Learning Connection. Mark your calendars to make sure you complete the training before the deadline.
Allen Krause Stephanie Saetern Hugo Flores Darin Schumacher
Open enrollment for Colonial Life products happening now through July 31 Beginning July 3, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 31. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Below are the enrollment guidelines: • During open enrollment in July, salespeople can purchase the following products: STD 3000; Disability 1000 Individual Medical Bridge; Medical Bridge 3000 *IMB or Medical Bridge 3000 coverage is available for plans 1 or 3 only up to a maximum hospital confinement benefit of $1000. The Outpatient Surgical Benefit is only limited to option #1 under both plans. Cancer Assist; Cancer 1000 Critical Illness 1.0 Individual Accident, Accident 1.0 Gunshot Wound Individual Dental Term Life 1000 Whole Life 1000 • Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application: Enrollment phone number: (866) 580-6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. ET. • This enrollment utilizes the Flexible Payment System. Please note that if you have existing policies, they will remain on the current schedule and bank draft. If you would like to consolidate your payments, please complete a Request for Service form after your new coverage is issued. • All applications are subject to the appropriate underwriting. With the exception of new hires, any applications received after the July open enrollment period will be declined. • Additional information pertaining to the open enrollment can be located on the Colonial Life Benefit Counselor Youville sites below: http://visityouville.com/clasalesteam http://visityouville.com/nysalesteam New sales representatives New Colonial Life salespeople do not have to wait until open enrollment to apply for Colonial Life products. New salespeople may apply for coverage during their first 45 days with the company. However, the following restriction applies: • For disability coverage, new reps are limited to a maximum benefit of $1,000/month.
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date •
$70,000 in sales premium
•
4 new recruits
•
1- $20k opener with 2 new accounts
*Q3 Start Date •
$50,000 in sales premium
•
3 new recruits
•
1 - $20k opener with 2 new accounts
OR •
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
•
Minimum Q3 year-to-date sales plan of $60,000
•
4 new recruits
•
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior: •
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
•
4 new recruits
•
2 - $20k openers, each with 2 new accounts
Portland Class Dates July 11 - 13 Opener Class July 25 - 26 Enroller Class
Idaho Class Dates August 8 - 10 Opener Class August 29 - 30 Enroller Class
August 22 - 24 District Development Program (DDP) Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Flexible Payment Solution Did you know there's another option for employees to pay premium on their Colonial Life products if there's no payroll deduction slot? It's called Flexible Payment Solution. Check out Propr for the details on how it works, guidelines and a flier to share with potential accounts. New request form available for value-added POPS programs If you want to add InfoArmor, Funded Flex, MD Live or any other of Colonial Life's value-added POPS programs to an account, a new, easy-to-use form is now available on Propr to make the request to the home office. Visit the "Get Working Conditions" page on Propr, and the new Program Request Form is located on the right-hand side of the page under "Recommended Items."
Week to Date Numbers (as of Week 27)
WTD Top DGA’s Bringhurst, Steve
WTD Top ADM’s
$14,183.76
Bringhurst, Angela
$12,955.32
Thurston, Doug
$8,940.72
Snider, Jason
$1,829.64
Cornett, Kevin
$3,062.64
Hillier, Erik
$1,233.00
Top 10 Openers
Week 27 Sales
Top 10 Benefit Counselors
WK 27 Net Sales Credits
Bringhurst, Angela
$11,471.64
Pines, Zara Anne
$4,407.96
Waldram, Matthew
$2,117.64 Bringhurst, Angela
885.06
Snider, Jason
$1,829.64 Nelson, Jaren
702.62
Cornett, Eric
$1,720.32 Jones, Eric
621.51
Moote, Elizabeth
$1,483.68 Moote, Elizabeth
519.29
Hillier, Erik
$1,233.00 McMuldren, Matthew
431.55
Jones, Eric
$1,228.44 Morgester, Christine
362.04
Bryant, Margaret
$1,079.33 Spinuzzi, Julie
320.20
$589.26 Griffeth, Tyson
121.17
Griffeth, Jeffrey
Isaacson, Stephanie
2,246.30
Turner, Steven
1,528.29
Year to Date Numbers (as of Week 27)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
63.2% Rathmanner, Casey
90.5%
Bringhurst, Steve
53.5% Bringhurst, Angela
50.7%
Thurston, Doug
28.2% Jones, Eric
45.5%
Top 15 Openers Brink, Don Thurston, Doug Pines, Zara Anne Bryant, Margaret
YTD - 2017 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
$372,680.83 Isaacson, Stephanie $223,880.99 Kunkler, Karen
103,168.42
$168,716.80 Morgester, Christine $122,054.90 Buschman, Roxana
51,240.41
54,410.81 46,567.63
Jones, Eric
$96,203.93 Leach, Susan
44,404.53
Bringhurst, Angela
$86,454.79 Wollen, Gordon
43,550.75
Dickson, Brian
$82,632.90 Gifford, Troy
25,000.48
Hansen, Brian
$76,323.29 Bringhurst, Angela
20,947.52
Rathmanner, Casey
$75,006.95 Jones, Eric
17,173.87
Griffeth, Jeffrey
$44,840.72 Canals, Gabriel
16,686.54
Cornett, Eric
$41,954.67 Hansen, Brian
14,962.32
Waldram, Matthew
$28,819.24 Wolden, Julie
13,084.15
Fierstos, Suzanna
$27,876.60 Fierstos, Suzanna
12,161.16
Gunness, Thomas
$27,536.19 Turner, Steven
10,813.70
Gifford, Troy
$24,130.95 Taylor, Cearstin
10,753.27
July 2017 Sun
Mon
Tue
Wed
Thu
Fri 1
Week 26
2
Week 27
Sat
3
4
Territory 5 Wide Race Event 6 Territory Office Closed
7
8
14
15
AMP/ Call Clinic 9:30 am-5 pm
9
Week 28
10
AMP/ Call Clinic 9:30 am-5 pm
16
Week 29
17
AMP/ Call Clinic 9:30 am-5 pm
23
Week 30
24
11
12Marketing Training 13 Direct
Recruiting Call Blitz 4 - 6 pm
18
19
20
21
22
26
27
28
29
Recruiting Call Blitz 4 - 6 pm
25
Harmony Training
30
AMP/ Call Clinic 9:30 am-5 pm
Week 31
31
AMP/ Call Clinic 9:30 am-5 pm
Recruiting Call Blitz 4 - 6 pm
August 2017 Sun
Mon
Week 31
6 Week 32
7
Tue
Wed
Thu
1
2
3
8
9
10
Fri
4 Oregon Summer Meeting/Picnic
Sat 5
11
12
Territory Wide Race Event Idaho Direct Marketing Training
AMP/ Call Clinic 9:30 am-5 pm 13 Week 33
14
AMP/ Call Clinic 9:30 am-5 pm 20 Week 34
21
Recruiting Call Blitz 4 - 6 pm
15
16
17
18
19
23
24
25
26
Recruiting Call Blitz 4 - 6 pm
22
DDP
27
AMP/ Call Clinic 9:30 am-5 pm
Week 35
28
Recruiting Call Blitz 4 - 6 pm
29
30 Idaho Enroller Class
AMP/ Call Clinic 9:30 am-5 pm
Recruiting Call Blitz 4 - 6 pm
31
Idaho Summer Meeting/Picnic
3rd Qtr Case 2017 Goal:
65 2017 Actual:
0
0%
2017 Cases 2017 Goal:
259 2017 Actual:
82
32% 3rd Qtr Premium 2017 Goal:
$1,976,001 2017 Actual:
$31,100
2% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$2,300,000
29%
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
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