Oregon Idaho Pioneers July 7, 2020 October 6, 2016
DENTAL 101 WEBINAR
THURSDAY, JULY 16 AT 2 P.M. EST Please join Senior Dental & Vision Specialists, Heather Phipps and Pete Stam, for a one-hour training webinar on Colonial Life Dental PPO. Learn how to position dental in the market, what makes our dental product unique and strategies for using dental to hit sales plan. Date: Thursday, July 16 at 2 p.m. EST (Click the event under Recommended Items to save the webinar to your calendar) Link to the Teams Live Event: https://liveevent.coloniallife.com/Dental •
We will be using Teams Live
•
We will be showing PowerPoint presentation during this call
•
There is NO audio dial-in for this call – you must access the call via the Teams Live Event link above
•
If you have questions during the call, you may use the Q&A box
If you are unfamiliar with how to join a Teams Live Event, please review this video for instructions: https://rebrand.ly/How-to-Join-a-Teams-Live-Event
OPEN ENROLLMENT FOR COLONIAL LIFE PRODUCTS Beginning July 1, 2020, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 24. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. 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. EST.
“Fresh activity is the only means of overcoming adversity.”
Goethe
New Cases Opened This Week: Tim Camarata Brenda Gurney Carrie Ray (2 cases)
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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 27)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$28,889.19
Timothy, Nikki
Jones, Eric
$16,228.44
Ray, Carrie
$6,974.52
Alley, Mike
$9,350.88
Daniels, Joel
$5,173.32
Top 15 Openers
Week 27 Sales
Top 15 Benefit Counselors
$16,228.44
WK 27 Net Sales Credits
Gurney, Brenda
$16,228.44 Gurney, Brenda
5,680
Brink, Don
$12,678.86 Fogelquist, Jeffrey
1,811
Ray, Carrie
$6,974.52 Kunkler, Karen
1,559
Fogelquist, Jeffrey
$5,173.32 Camarata, Tim
1,516
Bringhurst, Angela
$4,813.92 DuPriest, Kathy
1,512
Taylor, Mary
$4,393.45 Campbell, Branden
1,312
Camarata, Tim
$4,332.72 Brink, Don
1,032
Campbell, Branden
$3,749.16 Cooper, Linda
929
Bryant, Margaret
$2,522.72 Losada Monroy, Raquel
901
Gifford, Troy
$1,963.38 Isaacson, Stephanie
892
Bilgen, Lisa
$1,299.48 Gifford, Troy
837
Shipman, Jeff
$1,014.24 Fleener, Lois
715
Pines, Zara
$840.90 Bringhurst, Angela
642
Day, Terra
$685.14 Eaton, Paul
321
Hayes, Shawn
$449.04 Muir, Krista
314
Quarter to Date Numbers (as of Week 27)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Jones, Eric
16.1%
Timothy, Nikki
33.0%
Attebery, Shane
11.3%
Daniels, Joel
20.7%
Bringhurst, Steve
4.9%
Ray, Carrie
13.4%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Gurney, Brenda
$16,228.44 Gurney, Brenda
5,680
Brink, Don
$16,173.57 Fogelquist, Jeffrey
1,811
Ray, Carrie
$6,974.52 Kunkler, Karen
1,559
Fogelquist, Jeffrey
$5,173.32 Camarata, Tim
1,516
Bringhurst, Angela
$4,813.92 DuPriest, Kathy
1,512
Taylor, Mary
$4,532.19 Campbell, Branden
1,312
Camarata, Tim
$4,332.72 Brink, Don
1,032
Campbell, Branden
$3,749.16 Cooper, Linda $3,439.02 Losada Monroy, Raquel
929
892
Ford, Brook
$1,963.38 Isaacson, Stephanie $1,870.68 Gifford, Troy
Bilgen, Lisa
$1,299.48 Fleener, Lois
715
Shipman, Jeff
$1,014.24 Bringhurst, Angela
642
Bryant, Margaret
Gifford, Troy
901 837
Pines, Zara
$840.90 Eaton, Paul
321
Day, Terra
$685.14 Muir, Krista
314
Year to Date Numbers (as of Week 27)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
49.7% Bilgen, Lisa
59.4%
Thurston, Doug
33.9% Ray, Carrie
37.9%
Maxwell, Denise
26.4% Taylor, Mary
28.9%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$823,912.70
Isaacson, Stephanie
Bryant, Margaret
$318,122.26
Kunkler, Karen
89,132
Bilgen, Lisa
$214,747.23
Losada Monroy, Raquel
62,385
110,338
Campbell, Branden
$77,995.56
Brink, Don
43,295
Bringhurst, Angela
$58,401.03
DuPriest, Kathy
39,396
Ray, Carrie
$57,066.25
Leach, Susan
30,451
Boutwell, Gladys
$56,800.08
Wollen, Gordon
26,164
Taylor, Mary
$56,020.61
Buschman, Roxana
24,915
Gifford, Troy
$55,063.96
Gifford, Troy
23,309
Shipman, Jeff
$48,616.96
Wolden, Julie
22,694
Pines, Zara
$40,225.29
Morgester, Christine
22,485
Thurston, Derek
$36,752.58
Ford, Brook
21,820
Ballweber, Theresa
$30,787.03
Peterson, Kimberly
20,734
Wollen, Gordon
$25,557.66
Fleener, Lois
16,919
Griffeth, Jeff
$24,334.55
Taylor, Todd
16,239
Year to Date Numbers (as of Week 27)
Top 5 Coordinators
WK 27 Net Sales Credits
Ballweber, Theresa
2,351
Gurney, Brenda
1,623
Talburt, Marci
1,116
Gross, Lynsay
629
Taylor, Stacie
430
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
2,351
Gurney, Brenda
1,623
Talburt, Marci
1,116
Gross, Lynsay
629
Taylor, Stacie
430
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 141,058
Bryant, Margaret
52,515
Talburt, Marci
41,536
Gross, Lynsay
10,701
Gifford, Troy
9,016
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
4
4.2%
2020 Cases 2020 Goal:
435 2020 Actual:
78
17.9% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$78,875
3.1% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,401,349
30%
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 Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550