Oregon Idaho Pioneers June 20, 2018 October 6, 2016
Announcing the arrival of the newest member of the Oregon/Idaho Core Team: Sophia Marie June 15, 2018 8:19 am 6 lb. 13 oz 19 1/4� Congratulations, Chelsey & Micah! Dental RACE Event Winners The theme of this RACE event was centered around the new Individual Dental PPO product. April 23 to May 4 gave participants a chance to drive sales in existing accounts and allowed them to get their foot in the door with new ones. We had great participation and hope that real action created excitement in your office!
Territory Winners On a territory level, the following individuals will receive $100 added to their compensation for being the producer with the most reported prospecting activity (through the RACE reporting application) in their territory during the second quarter RACE event period.
OR/ID: Vera Jackson of the Alley District Congratulations, Vera!!!
"Summertime is always the best of what might be." - Charles Bowden
Group Accident (GAC4000) is coming in the June 24, Harmony release. Learn about these new plans that offer a 37% increase in benefits and provide a great opportunity to get new customers. A series of 25-minute webinars have been scheduled to get you ready for the launch. •
Thursday, June 21 -- Positioning 9 a.m. & 12 p.m. ET Join Skype
Meeting: Dial in – (855) 898-9888/Passcode – 750-733-341
For more information visit
Brad Gardner Carrie Wanner Jon Tiegreen Chuck Hoobler Taylor Anderson
SECOND QUARTER 2018 BUSINESS PROCESSING DEADLINES IMPORTANT DATES • • • • •
Second quarter new contract submission deadline – Friday, June 22 Clean manual business received by Tuesday, June 26. Clean census enrollment files – received by Wednesday, June 27, at 6 p.m. New business – will continue to be processed until Friday, June 29, at 7 p.m. EST. Clean electronic business – received by Friday, June 29, at 10 p.m. EST.
YOU’RE INVITED... OREGON/IDAHO TERRITORY Summer Meeting & Picnic Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 Invitations were emailed June 11.
Please RSVP here by July 2, 2018 See you there!
This Week’s New Cases Opened by: Lisa Bilgen Don Brink Margaret Bryant Jared Pratt Casey Rathmanner—2 cases Kyle Rathmanner—2 cases Natasha Shklayvel
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
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 24)
WTD Top ADM’s
WTD Top DGA’s Alley, Mike
$117,073.69
Rathmanner, Casey
$66,657.44
Thurston, Doug
$115,858.67
Bringhurst, Angela
$41,135.97
Shipman, Jeff
$33,975.65
Bringhurst, Steve
Top 15 Openers
$42,253.68
Week 24 Sales
Top 15 Benefit Counselors
WK 24 Net Sales Credits
Brink, Don
$56,147.82 Kunkler, Karen
14,960
Bringhurst, Angela
$39,202.24 Leach, Susan
10,241
Rathmanner, Casey
$37,306.16 Isaacson, Stephanie
9,913
Bryant, Margaret
$35,309.73 Morgester, Christine
5,362
Shipman, Jeff
$33,882.71 Wollen, Gordon
5,342
Maxwell, Denise
$14,111.16 Myers, Jan
3,551
Metcalfe, Kari
$10,642.27 Majors, Hillary
3,294
Shklayvel, Natasha
$10,044.00 Buschman, Roxana
3,098
Ford, Brook
$8,451.60 Wolden, Julie
2,698
Ray, Carrie
$8,412.48 Losada Monroy, Raquel
2,690
Robinson, Rita
$7,848.96 Moote, Elizabeth
2,192
Rathmanner, Kyle
$7,505.16 Gray, Jeff
2,088
Bilgen, Lisa
$6,713.88 Griffeth, Jeff
1,896
Pines, Zara
$6,695.70 Robinson, Rita $5,964.48 Rotzien, Monica
1,778
Gray, Jeff
1,637
Quarter to Date Numbers (as of Week 24)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Kevin
216.7%
Bringhurst, Angela
479.5%
Alley, Mike
199.3%
Bilgen, Lisa
226.9%
Bringhurst, Steve
185.4%
Shipman, Jeff
141.4%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Bringhurst, Angela
$233,168.85 Isaacson, Stephanie
33,498
Brink, Don
$167,229.38 Morgester, Christine
32,312
Bryant, Margaret
$83,627.68 Kunkler, Karen
32,216
Pines, Zara
$75,158.18 Leach, Susan
26,039
Thurston, Doug
$74,800.31 Losada Monroy, Raquel
24,102
Campbell, Branden
$70,903.20 Myers, Jan
18,283
Rathmanner, Casey
$68,454.24 Bringhurst, Braydon
18,275
Shipman, Jeff
$67,728.59 Brink, Don
17,647
Jones, Eric
$49,904.91 Buschman, Roxana
17,379
Griffeth, Jeff
$44,808.90 Gifford, Troy
13,363
Bilgen, Lisa
$43,818.96 Wolden, Julie
13,181
Kartub, Doug
$42,563.82 Wollen, Gordon
13,124
Grimes, Stan
$42,437.73 Griffeth, Jeff
11,189
Gifford, Troy
$36,261.27 Rasmussen, Kelley
10,980
Taylor, Mary
$35,730.02 Kramer, Cassandra
9,946
Year to Date Numbers (as of Week 24)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
94.9% Bringhurst, Angela
Alley, Mike
55.4% Bilgen, Lisa
64.7%
Cornett, Kevin
37.6% Canals, Gabriel
56.6%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
140.7%
YTD Total Net Sales Credit
Brink, Don
$313,016.47
Isaacson, Stephanie
80,653
Bringhurst, Angela
$277,348.11
Kunkler, Karen
63,573
Pines, Zara
$170,073.22
Leach, Susan
49,818
Thurston, Doug
$133,878.19
Buschman, Roxana
48,093
Bryant, Margaret
$99,979.80
Morgester, Christine
43,730
Gifford, Troy
$98,022.94
Losada Monroy, Raquel
41,013
Dickson, Brian
$88,285.20
Wollen, Gordon
29,776
Shipman, Jeff
$83,534.50
Wolden, Julie
29,506
Campbell, Branden
$82,226.70
Bringhurst, Braydon
27,501
Jones, Eric
$81,923.81
Griffeth, Jeff
25,897
Griffeth, Jeff
$77,411.53
Myers, Jan
24,966
Rathmanner, Casey
$75,980.56
Brink, Don
23,599
Waldram, Matthew
$69,495.12
Gifford, Troy
23,049
Bilgen, Lisa
$67,438.86
Jones, Eric
22,576
Day, Eric
$64,807.11
Rasmussen, Kelley
18,860
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
64
172.9%
2018 Cases 2018 Goal:
249 2018 Actual:
127
51% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$1,741,594
122.9% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$3,153,803
35.8%
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
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550