Oregon Idaho Pioneers July 5, 2017 October 6, 2016
We are in the middle of week 1 of Q3…….Let’s
Lisa Bilgen hit 10K90 in just 68 days!
HART BROS CORE CO LLC - Lisa Bilgen De Herrera TRUE MORTGAGE INC - Lisa Bilgen De Herrera WEIST LOGGING - Lisa Bilgen De Herrera CHARTER SENIOR LIVING LLC - Don Brink GERDING EDLEN - Don Brink NEW BUILDING INSTITUTE - Don Brink ZAPPALLAS, INC - Don Brink HOLLADAY PARK PLAZA INC - Margaret Bryant C J HANSEN CO INC - Brian Dickson PROSOURCE INC - Jeffrey Griffeth C M COMPANY INC - Eric Jones
FASTECH SOLUTIONS - Casey Rathmanner
Erin Bailey Biggs Marcy Thackery Jared Bipes Pratt (ADM)
New Oregon Idaho Agents
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.)
Week to Date Numbers (as of Week 26)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$92,792.83
Rathmanner, Casey
$22,704.95
Alley, Mike
$22,704.95
Griffeth, Jeffrey
$11,655.12
Maxwell, Denise
$21,131.32
Bringhurst, Angela
Top 15 Openers Brink, Don Waldram, Matthew Bilgen, Lisa Bryant, Margaret
Week 26 Sales
Top 15 Benefit Counselors
$53,811.06 Isaacson, Stephanie $15,311.44 Morgester, Christine $11,428.92 Kunkler, Karen $10,507.88 Jones, Eric
$7,711.39
WK 26 Net Sales Credits 11,514.46 5,124.07 4,059.46 3,373.45
Pines, Zara Anne
$8,939.12 Leach, Susan
3,065.83
Rathmanner, Casey
$7,141.32 Gifford, Troy
2,488.62
Bringhurst, Angela
$6,759.79 Waldram, Matthew
2,233.08
Thurston, Doug
$6,303.99 Buschman, Roxana
2,093.19
Jones, Eric
1,868.20
Tandrow, Tara
$6,211.25 Wollen, Gordon Campbell, Branden $6,107.28 Turner, Steven $5,244.67 Taylor, Mary $3,264.05 Spinuzzi, Julie $2,725.74 Ford, Brook $2,668.02 Durre, Mike
Cornett, Kevin
$2,318.40
Dickson, Brian Gifford, Troy Griffeth, Jeffrey Taylor, Mary
1,149.71 1,038.38 996.74 987.84 956.93 933.11
Quarter to Date Numbers (as of Week 26)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
214.5% Rathmanner, Casey
294.4%
Bringhurst, Steve
191.9% Jones, Eric
195.1%
Thurston, Doug
102.0% Bringhurst, Angela
157.0%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
QTD Net Sales Credits
Brink, Don
$220,803.97 Isaacson, Stephanie
46,659.23
Thurston, Doug
$160,505.04 Kunkler, Karen
33,990.86
Pines, Zara Anne
$97,232.86 Wollen, Gordon
28,824.48
Jones, Eric
$80,663.69 Morgester, Christine
26,440.20
Bryant, Margaret
$71,068.34 Leach, Susan
25,219.67
Rathmanner, Casey
$64,982.77 Buschman, Roxana
21,557.31
Bringhurst, Angela
$57,231.55 Bringhurst, Angela
13,618.13
Dickson, Brian
$34,149.48 Gifford, Troy
12,653.05
Griffeth, Jeffrey
$31,286.48 Jones, Eric
10,349.84
Cornett, Eric Gifford, Troy
$26,304.73 Canals, Gabriel $22,369.35 Turner, Steven
Fierstos, Suzanna
$22,199.76
Shipman, Jeff
$18,979.03
Waldram, Matthew
$15,530.80 Taylor, Cearstin
7,676.17
Jamieson, Richard
$14,590.53 Durre, Mike
6,933.05
9,556.64 8,823.73
Fierstos, Suzanna
8,774.90
Wolden, Julie
8,559.82
Year to Date Numbers (as of Week 26)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
63.2% Rathmanner, Casey
90.5%
Bringhurst, Steve
49.9% Jones, Eric
45.0%
Thurston, Doug
28.0% Bringhurst, Angela
44.3%
Top 15 Openers
YTD - 2017 Sales
Top 15 Benefit Counselors
Brink, Don
$372,146.94
Thurston, Doug
$225,116.51
Pines, Zara Anne
$164,308.84
Bryant, Margaret
$120,975.57 Morgester, Christine Buschman, Roxana $94,975.49 Leach, Susan $82,210.50 Wollen, Gordon $76,323.29 Gifford, Troy $75,006.95 Bringhurst, Angela $74,983.15 Canals, Gabriel $44,251.46 Jones, Eric $40,234.35 Hansen, Brian $27,876.60 Wolden, Julie $27,536.19 Fierstos, Suzanna $26,701.60 Taylor, Cearstin $24,237.81 Dickson, Brian
Jones, Eric Dickson, Brian Hansen, Brian Rathmanner, Casey Bringhurst, Angela Griffeth, Jeffrey Cornett, Eric Fierstos, Suzanna Gunness, Thomas Waldram, Mathew Gifford, Troy
Isaacson, Stephanie Kunkler, Karen
YTD Total Net Sales 100,922.12 54,396.19 50,878.37 46,567.63 44,528.80 43,550.75 25,008.04 20,062.46 16,686.54 16,552.36 14,962.32 13,084.15 12,161.16 10,753.27 10,165.62
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
2nd Qtr Case 2017 Goal:
44 2017 Actual:
48
109%
2017 Cases 2017 Goal:
259 2017 Actual:
82
32% 2nd Qtr Premium 2017 Goal:
$1,378,003 2017 Actual:
$1,300,000
94% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$2,200,000
28%
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