Oregon Idaho SW WA Pioneers June 8, 2021
New Cases Opened This Week: Tina Frickey Kay Helsley (2 cases) Taylor Howard
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 22 Dental Sales: $8,631.84 Week 22 Groups Adding Dental Policies: 10
Week 22 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week : Kay Helsley: $2,702.52 Don Brink: $2,303.28 Kate Beck: $847.08
SECOND QUARTER BUSINESS PROCESSING DEADLINES MARK DOWN THESE KEY DATES •
NEW CONTRACT SUBMISSION – RECEIVED BY FRIDAY, JUNE 25.
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CLEAN CENSUS ENROLLMENT FILES – RECEIVED BY WEDNESDAY, JUNE 23, AT 6:00 P.M. EST.
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CLEAN MANUAL BUSINESS RECEIVED BY WEDNESDAY, JUNE 30, AT 6:00 P.M. EST.
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NEW BUSINESS – WILL CONTINUE TO BE PROCESSED UNTIL FRIDAY, JULY 2, AT 7:00 P.M. EST.
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CLEAN ELECTRONIC BUSINESS – RECEIVED BY FRIDAY, JULY 2, AT 10:00 P.M. EST.
DGA Eric Jones, and his new agent Kay Helsley at last week’s Society for Human Resource Management Conference
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 22)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$21,270.01
Jones, Amanda
Jones, Eric
$10,652.40
Daniels, Joel
$3,669.96
Canals, Gabriel
$2,782.56
Maxwell, Denise
Top 15 Openers
$8,637.60
Week 22 Sales
Top 15 Benefit Counselors
$10,652.40
WK 22 Net Sales Credits
Helsley, Kay
$14,258.04 Helsley, Kay
4,990
Brink, Don
$5,867.84 Ford, Brook
2,561
Bryant, Margaret
$5,714.23 Daniels, Joel
1,341
Howard, Taylor
$5,279.76 Losada Monroy, Raquel
1,167
Daniels, Joel
$3,669.96 Greenwald, Ben
924
Gifford, Troy
$1,806.53 Gifford, Troy
782
Beck, Kate Bilgen, Lisa
Fleener, Lois Watkins, Lyle Nielsen, Lorry
$847.08 Kunkler, Karen $821.04 Bryant, Margaret
$816.84 Buschman, Roxana $794.16 Fleener, Lois
612 523
471 286
Thurston, Derek
$787.08 Ray, Carrie $539.88 Miller, Tricia
Ray, Carrie
$497.88 Willis, Sam
96
Losada Monroy, Raquel
$483.96 Pace, Stephen $412.58 Sanchez, Ashley
81
Griffeth, Jeff
272 226
14
Quarter to Date Numbers (as of Week 22)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
75.9%
Weiland, Abigail
Thurston, Doug
60.4%
Jones, Amanda
78.4%
Jones, Eric
53.2%
Otis, Marci
78.0%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$302,088.41 Isaacson, Stephanie
107.6%
QTD Total Net Sales Credit 34,888
Campbell, Branden
$64,948.38 Kunkler, Karen
34,632
Lane, Michael
$53,880.75 Losada Monroy, Raquel
23,053
Bryant, Margaret
$35,215.03 Miller, Tricia
18,754
Shipman, Jeff
$24,035.72 DuPriest, Kathy
12,253
Ballweber, Theresa
$23,758.90 Lane, Michael
11,735
Snider, Jason
$22,006.80 Buschman, Roxana
10,283
Ford, Brook
$21,621.84 Wolden, Julie
9,763
Bilgen, Lisa
$19,695.03 Gifford, Troy
8,340
Ray, Carrie
$17,313.33 Weiland, Abigail
8,192
Rathmanner, Casey
$14,767.93 Snider, Jason
7,702
Daniels, Joel
$14,670.84 Ballweber, Theresa
6,272
Helsley, Kay
$14,258.04 Camarata, Tim
6,106
Gifford, Troy
$13,675.73 Campbell, Branden
5,850
Griffeth, Jeff
$13,664.04 Fleener, Lois
5,576
Year to Date Numbers (as of Week 22)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
34.1% Jones, Amanda
37.7%
Marquess, Rick
27.9% Weiland, Abigail
36.3%
Jones, Eric
26.7% Taylor, Mary
29.2%
Top 15 Openers Brink, Don
YTD - 2021 Sales $583,559.41
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
88,868
Bryant, Margaret
$97,056.97
Isaacson, Stephanie
82,750
Campbell, Branden
$92,911.38
Losada Monroy, Raquel
41,668
Lane, Michael
$64,766.67
Miller, Tricia
31,164
Ballweber, Theresa
$61,622.64
DuPriest, Kathy
21,304
Daniels, Joel
$50,106.58
Gifford, Troy
21,243
Bringhurst, Angela
$45,949.38
Wolden, Julie
19,532
Egan, Rhett
$38,131.68
Lane, Michael
16,561
Thurston, Derek
$36,725.73
Buschman, Roxana
15,576
Rathmanner, Casey
$36,204.89
Egan, Rhett
13,346
Bilgen, Lisa
$35,844.90
Daniels, Joel
12,169
Ray, Carrie
$34,995.99
Bryant, Margaret
11,297
Scheppegrell, Leslie
$34,344.96
Campbell, Branden
11,096
Shipman, Jeff
$29,668.00
Ballweber, Theresa
10,880
Taylor, Todd
$28,096.58
Maccabee, Amber
9,539
Year to Date Numbers (as of Week 22) Top 5 Coordinators
WK 22 Net Sales Credits
Ballweber, Theresa
645
Bryant, Margaret
580
Gross, Lynsay
487
Ward, Sue
367
Gifford, Troy
224
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
50,901
Talburt, Marci
13,836
Bryant, Margaret
5,216
Gross, Lynsay
3,669
Bonner, Lynn
2,971
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 100,573
Talburt, Marci
29,485
Bryant, Margaret
12,042
Gross, Lynsay
6,839
Ward, Sue
5,520
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
28
82.3%
2021 Cases 2021 Goal:
203 2021 Actual:
61
30% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$1,034,423
63.3% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$2,291,598
24.1%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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