Oregon Idaho Pioneers March 13, 2018 October 6, 2016
Dental Training Information: Why Dental is Important to Colonial Life (control + click) What makes Colonial Life Dental Unique? (control + click) •
Thursday, March 15 – How to Position Dental to Employers and Employees
•
Thursday, March 22 – Preparing for a Dental Fast Start Webinars will be held at 9 a.m. and 12 p.m. ET each Thursday to accommodate all time zones.
Live Dental Webinar link: https://meet.coloniallife.com/dpolen/7TVKNG5W (control + click) Call-in #: (855) 898-9888 Access code: 931-000-41 There is also dental training available on MLC.
1Q business submission deadlines Make sure your first quarter business is submitted on time. • New producer and manager contracts – received by Friday, March 23 • Clean manual business -- received by Tuesday, March 27. • Clean census enrollment files -- received by Wednesday, March 28, at 6 p.m. EST.
• New business -- will continue to be processed until Friday, March 30 at 7 p.m. EST. • Clean electronic business -- received by Friday, March 30 at 10 p.m. EST.
Licensing requirements reminder -- You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or nonresident state. Get all details on Propr.
New Accounts FRUTERIA EL CAMPENSINO - Hugo Granja Flores GATES FURNITURE GRANTS PAS FBP - Jan Myers AZIMUTH COMMUNICATIONS—Jeff Shipman GOSHEN FOREST PRODUCTS—Thomas Taylor
Lake Hillier, Australia
Jeff Gates Santha Still Brenda Gurney
Movies Set in Australia •
Mad Max ***
•
Finding Nemo ***
•
Crocodile Dundee *
•
Muriel’s Wedding ***
•
A Cry in the Dark ****
•
Australia *
•
Babe ****
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Picnic at Hanging Rock *
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Dead Calm ***
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Thorn Birds ***
(stars based solely on Stefanie’s opinion)
Elevate Your Impact Sales Contest The Ritz Carlton – Bachelor Gulch June 7-10, 2018
Grand prize winners will travel to Beaver Creek, CO, to experience the beauty and majesty of the Rocky Mountains. First-class accommodations and service await you at the Ritz Carlton – Bachelor Gulch. Winners will be able to walk among the Aspen trees for hiking activities, play a round at Condé Nast Traveler’s #3 “Top Western U.S. Golf Resort” and find serenity at the spa. The breathtaking mountain landscape is the backdrop for all of your experiences. Check out the contest qualifications on Propr, and make sure you Elevate Your Impact to go Rocky Mountain climbing in June!
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 10)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$59,555.76
Shipman, Jeff
Alley, Mike
$17,325.12
Bringhurst, Angela
$6,514.32
Taylor, Mary
$5,850.36
Bringhurst, Steve
Top 15 Openers
$6,514.32
Week 10 Sales
Top 15 Benefit Counselors
$12,968.10
WK 10 Net Sales Credits
Dickson, Brian
$14,060.58 Isaacson, Stephanie
4,847
Shipman, Jeff
$11,224.65 Brink, Don
4,397
Brink, Don
$9,038.60 Wollen, Gordon
2,995
Lively, Stephanie
$4,080.06 Kunkler, Karen
2,826
Taylor, Thomas
$3,820.14 Ballweber, Theresa
1,990
Granja Flores, Hugo
$3,300.60 Buschman, Roxana
1,973
Bringhurst, Angela
$2,489.46 Rasmussen, Kelley
1,515
Myers, Jan
$1,872.48 Burbery, Katie
1,430
Grimes, Stanley
$1,747.20 Granja Flores, Hugo
1,155
Pines, Zara
$1,658.82 Bringhurst, Angela
1,038
Day, Eric
$1,411.32 Lively, Stephanie
997
Cornett, Kevin
$1,308.42 Morgester, Christine
721
Snider, Jason
$1,308.42 Kramer, Cassandra
563
Taylor, Mary
$1,028.86 Jacobs, Dale
562
Gifford, Troy
$840.00 Spinuzzi, Julie
457
Quarter to Date Numbers (as of Week 10)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steve
183.3%
Bringhurst, Angela
155.5%
Alley, Mike
112.5%
Canals, Gabriel
137.9%
Bilgen, Lisa
127.6%
Maxwell, Denise
Top 15 Openers
96.4%
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$92,042.61 Isaacson, Stephanie
33,413
Dickson, Brian
$65,912.52 Kunkler, Karen
27,132
Day, Eric
$62,753.61 Buschman, Roxana
23,527
Pines, Zara
$62,025.00 Waldram, Matthew
16,102
Waldram, Matthew
$61,705.56 Leach, Susan
14,351
Gifford, Troy
$56,312.59 Wollen, Gordon
11,746
Thurston, Doug
$44,661.80 Griffeth, Jeff
9,986
Bringhurst, Angela
9,943
Bilgen, Lisa
$38,788.20 Wolden, Julie $20,898.90 Losada Monroy, Raquel
Gray, Jeff
$18,968.64 Bringhurst, Braydon
7,879
Bryant, Margaret
$17,782.38 Bringhurst, Angela
7,779
Gyte, Nicholaus
$17,051.69 Morgester, Christine $14,579.92 Gray, Jeff
6,792
$13,928.06 Blair, Bill $12,291.33 Gifford, Troy
6,405
Griffeth, Jeff Shipman, Jeff Cornett, Kevin
8,521
6,639 6,130
Year to Date Numbers (as of Week 10)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
20.3% Bringhurst, Angela
29.3%
Maxwell, Denise
12.9% Canals, Gabriel
27.6%
Alley, Mike
11.8% Ford, Mary Brook
16.7%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$89,912.16
Isaacson, Stephanie
33,413
Waldram, Matthew
$61,705.56
Kunkler, Karen
27,132
Pines, Zara
$60,990.39
Buschman, Roxana
23,527
Dickson, Brian
$60,288.93
Waldram, Matthew
16,102
Day, Eric
$59,573.98
Leach, Susan
14,351
Gifford, Troy
$56,312.59
Wollen, Gordon
11,746
Thurston, Doug
$40,841.36
Griffeth, Jeff
9,986
Bringhurst, Angela
$38,788.20
Wolden, Julie
9,943
Bilgen, Lisa
$20,898.90
Losada Monroy, Raquel
8,521
Gray, Jeff
$18,968.64
Bringhurst, Braydon
7,879
Gyte, Nicholaus
$17,051.69
Bringhurst, Angela
7,779
Bryant, Margaret
$16,316.17
Morgester, Christine
6,792
Griffeth, Jeff
$14,579.92
Gray, Jeff
6,639
Cornett, Kevin
$12,291.33
Blair, Bill
6,405
Shipman, Jeff
$12,212.14
Gifford, Troy
6,130
1st Qtr Cases 2018 Goal:
27 2018 Actual:
45
166%
2018 Cases 2018 Goal:
249 2018 Actual:
45
18% 1st Qtr Premium 2018 Goal:
$1,076,001 2018 Actual:
$978,678
91% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$978,678
11%
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