July 6, 2022
Click here for details on Propr.
Establish yourself as a subject matter expert on the Colonial Life Dental PPO product by earning the Digital Dental badge. Badges will be released to qualifying agents in the coming weeks. To earn the Digital Dental badge, you must complete the Dental “Own the Market” training. These sessions are 90 minutes and offered live twice a month with a National Trainer. Upcoming dates for this training are July 7, at 2 p.m. ET and July 21, at 12 p.m. ET. The class is open to all sales roles and the schedule can be found on My Learning Connection. You must register to attend (class size is limited and you must have already passed the Dental Mastery Test). When “Own the Market” training is completed, you’ll receive the Dental badge that shows you’re knowledgeable about our Dental plan, policy provisions and administration. You can use the badge on social media, your email communications, for recruiting purposes and with new and existing clients.
“If opportunity doesn’t knock, build a door.” Milton Berle
New Cases Opened This Week: Lynn Bonner C Branden Campbell Cagney Erickson M Joe Runtz Stephen Schacher Devante Warren Tiffany Webb M
C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator
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!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
•
Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 26) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$148,232.60
Canals, Gabriel
$40,420.68
Attebery, Corri
$35,681.76
Otis, Marci
$33,596.64
Naugle, Ty
$18,432.72
Weiland, Abigail
$12,457.20
Top 15 Openers Brink, Don Campbell, Branden
Week 26 Sales
Top 15 Benefit Counselors
$61,181.34 Otis, Marci $34,732.92 Hadlock, Ken
WK 26 Net Sales Credits 8,477 5,316
Otis, Shawn
$27,610.11 Kunkler, Karen
3,897
Bryant, Margaret
$17,713.67 Gifford, Troy
2,498
Ballweber, Theresa
$14,418.54 Kinney, David
2,238
Gifford, Troy
$7,138.02 Snider, Jason
2,184
Griffeth, Jeff
$7,138.02 Maccabee, Amber
1,768
Erickson, Cagney
$6,589.59 Schacher, Stephen
1,686
Warren, Devante
$6,542.16 Bonner, Lynn
1,658
Snider, Jason
$6,240.84 Taylor, Todd
1,470
Bilgen, Lisa
$5,731.14 Losada Monroy, Raquel
791
Webb, Tiffany
$5,021.04 Miller, Tricia
459
Schacher, Stephen
$4,274.58 Fleener, Lois
438
Bonner, Lynn
$2,910.60 Buschman, Roxana
433
Otis, Marci
$2,517.84 Hadlock, Melissa
406
Quarter to Date Numbers (as of Week 26)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
277.9%
Curry, John
337.1%
Runtz, Joe
223.0%
Weiland, Abigail
229.3%
Maxwell, Denise
144.2%
Otis, Marci
155.2%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$796,081.42 Kinney, David
72,624
Campbell, Branden
$146,871.30 Hadlock, Ken
51,806
Bryant, Margaret
$124,381.16 Isaacson, Stephanie
50,674
Bilgen, Lisa
$72,932.49 Losada Monroy, Raquel
44,317
Erickson, Cagney
$46,267.74 Smith, Pamela
38,898
Thurston, Derek
$41,551.50 Kunkler, Karen
37,013
Webb, Tiffany
$41,465.40 Maccabee, Amber
33,004
Otis, Shawn
$38,352.60 Cottle, Craig
25,925
Mitchell, Jeff
$37,578.72 Miller, Tricia
23,623
Runtz, Krista
$32,196.45 Buschman, Roxana
19,542
Betz, Wes
$29,775.36 Morrison, Robert
14,896
Ballweber, Theresa
$29,571.42 Mitchell, Jeff
13,152
Steele, Andrew
$27,399.60 Otis, Marci
12,887
Maltos-Morales, Ashley
$26,732.76 Hadlock, Melissa
11,395
Curry, John
$25,784.58 Fleener, Lois
11,147
Year to Date Numbers (as of Week 26)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
73.4% Weiland, Abigail
82.3%
Maxwell, Denise
53.5% Curry, John
75.4%
Thurston, Doug
43.4% Otis, Marci
56.8%
Top 15 Openers Brink, Don Bryant, Margaret
YTD - 2022 Sales $1,210,673.55 $239,406.14
Top 15 Benefit Counselors Kinney, David
YTD Total Net Sales Credit 108,926
Isaacson, Stephanie
87,454
Campbell, Branden
$235,011.21
Losada Monroy, Raquel
79,097
Bilgen, Lisa
$86,266.02
Kunkler, Karen
72,733
Webb, Tiffany
$74,692.62
Hadlock, Ken
57,409
Betz, Wes
$68,270.37
Maccabee, Amber
53,843
Runtz, Krista
$64,255.13
Smith, Pamela
49,431
Gifford, Troy
$52,002.88
Buschman, Roxana
33,124
Thurston, Derek
$50,255.52
Miller, Tricia
30,684
Ballweber, Theresa
$46,644.57
Cottle, Craig
25,925
Erickson, Cagney
$46,267.74
Gifford, Troy
23,106
Talburt, Marci
$45,522.87
Runtz, Krista
19,114
Curry, John
$44,904.90
Betz, Wes
17,600
Otis, Shawn
$44,135.64
Morrison, Robert
17,022
Bringhurst, Angela
$43,293.41
Otis, Marci
16,996
Year to Date Numbers (as of Week 26) Top 5 Coordinators Ballweber, Theresa
WK 26 Net Sales Credits 12,424
Bonner, Lynn
3,831
Talburt, Marci
3,767
Bryant, Margaret
1,756
Gifford, Troy
1,428
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 123,412
Talburt, Marci
37,522
Bryant, Margaret
12,579
Bonner, Lynn
9,619
Gifford, Troy
3,242
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 193,241
Talburt, Marci
53,778
Bryant, Margaret
24,666
Bonner, Lynn
18,342
Gifford, Troy
7,646
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
55
75.3%
2022 Cases 2022 Goal:
350 2022 Actual:
90.5 cases 25.8% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$2,364,688
119.5% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $3,918,623
39.3%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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