Oregon Idaho Pioneers March 22, 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 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.
Dental PPO Kick-Start A Contest Sure to Kick-Start Sales for Individual Dental PPO! Updated: 03/09/2018
Let’s put the pedal to the metal with Colonial Life’s newest Individual Dental PPO product, launching March 26, 2018. Here are three contests for those who are ready to hit the ground running and use dental to win new accounts and revamp existing ones.
Rep Level Bonus Eligible contracts: ASR, PSR, DDM Contest duration: March 26-June 30 A $200 bonus will be awarded to the first 150 reps that generate at least $5,000 of Individual Dental PPO opener net sales premium. From these 150 reps, the rep with the highest premium during the contest period will receive an additional $2,500 bonus. Any rep that receives the $200 bonus and has more than $5,000 of Individual Dental PPO opener net sales premium at the end of the contest period will be placed in a drawing for an additional $2,500 bonus.
Unit Manager Level Eligible Contracts: ADM, PSAM Contest duration: March 26-June 30
A $500 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their unit for each of the following categories: •Annual Sales Plan <$250k •Annual Sales Plan >$250k and <$500k •Annual Sales Plan >$500k and <$750k •Annual Sales Plan >$750k
District Manager Level Eligible Contracts: DGA, PSM Contest duration: March 26-June 30 A $750 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their district for each of the following categories: •Annual Sales Plan <$750k •Annual Sales Plan >$750k and <$1.5M •Annual Sales Plan >$1.5M and <$2.5M •Annual Sales Plan >$2.5M
With any questions about qualifications, please contact David Polen at DPolen@ColonialLife.com
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 N A Y A NATIVE AMERICAN YOUTH - Don Brink SCHOOL DATA SOLUTIONS - Branden Campbell JOHANSEN PLUMBING - Eric Jones
Matt Huston Mike Spangenberg John Devencenzi Sandra Heaton
Facts About Australia National Flower - Golden Wattles National Bird - Emu National Game - Cricket
National Animal - Kangaroo National Anthem - “Advance Australia Fair� National Capital - Canberra
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 11)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$70,685.22
Jones, Eric
Bringhurst, Steve
$14,062.92
Campbell, Branden
$6,703.56
Taylor, Mary
$6,617.88
Alley, Mike
Top 15 Openers
$7,290.18
Week 11 Sales
Top 15 Benefit Counselors
$14,062.92
WK 11 Net Sales Credits
Brink, Don
$34,352.97 Isaacson, Stephanie
4,505
Jones, Eric
$13,175.04 Wolden, Julie
3,424
Dickson, Brian
$6,811.27 Morgester, Christine
3,357
Campbell, Branden
$6,703.56 Jones, Eric
3,289
Taylor, Thomas
$6,130.59 Leach, Susan
2,410
Thurston, Doug
$3,957.18 Gyte, Nicholaus
1,407
Kezele, Will
$3,004.20 Taylor, Thomas
1,342
Shipman, Jeff
$2,851.48 Kunkler, Karen
1,195
Pines, Zara
$2,465.71 Buschman, Roxana
1,055
Myers, Jan
$2,267.03 Myers, Jan
1,050
Granja Flores, Hugo
$2,029.56 Wollen, Gordon
989
Robinson, Rita
$1,918.56 Campbell, Branden
939
Grimes, Stanley
$1,362.24 Granja Flores, Hugo
710
Schulz, Patty
$1,202.64 Robinson, Rita
671
Ray, Carrie
$1,154.04 Rasmussen, Kelley
626
Quarter to Date Numbers (as of Week 11)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steve
208.4%
Bringhurst, Angela
155.5%
Alley, Mike
120.6%
Canals, Gabriel
142.1%
Jones, Eric
141.1%
Cornett, Kevin
Top 15 Openers Brink, Don
99.1%
QTD - 2018 Sales
Top 15 Benefit Counselors
$133,802.40 Isaacson, Stephanie
QTD Total Net Sales Credit 37,918
Dickson, Brian
$73,575.57 Kunkler, Karen
28,327
Pines, Zara
$64,446.79 Buschman, Roxana
24,583
Day, Eric
$61,993.41 Leach, Susan
16,761
Waldram, Matthew
$61,705.56 Waldram, Matthew
16,102
Gifford, Troy
$56,023.91 Wolden, Julie
13,367
Thurston, Doug
$49,424.42 Wollen, Gordon
12,735
Bringhurst, Angela
10,537
Bilgen, Lisa
$38,788.20 Griffeth, Jeff $20,898.90 Morgester, Christine
Bryant, Margaret
$18,748.04 Jones, Eric
8,276
Jones, Eric
$17,942.78 Bringhurst, Braydon
7,879
Shipman, Jeff
$17,631.32 Bringhurst, Angela $17,293.61 Losada Monroy, Raquel
7,779
$14,579.92 Gyte, Nicholaus $12,106.08 Blair, Bill
6,529
Gyte, Nicholaus Griffeth, Jeff Gray, Jeff
10,149
7,329 6,405
Year to Date Numbers (as of Week 11)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
23.1% Bringhurst, Angela
29.3%
Maxwell, Denise
13.1% Canals, Gabriel
28.4%
Alley, Mike
12.7% Ford, Mary Brook
16.8%
Top 15 Openers Brink, Don
YTD - 2018 Sales $124,265.13
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
37,918
Dickson, Brian
$67,100.20
Kunkler, Karen
28,327
Pines, Zara
$63,456.10
Buschman, Roxana
24,583
Waldram, Matthew
$61,705.56
Leach, Susan
16,761
Day, Eric
$58,813.78
Waldram, Matthew
16,102
Gifford, Troy
$56,023.91
Wolden, Julie
13,367
Thurston, Doug
$44,798.54
Wollen, Gordon
12,735
Bringhurst, Angela
$38,788.20
Griffeth, Jeff
10,537
Bilgen, Lisa
$20,898.90
Morgester, Christine
10,149
Jones, Eric
$17,942.78
Jones, Eric
8,276
Gyte, Nicholaus
$17,293.61
Bringhurst, Braydon
7,879
Bryant, Margaret
$17,281.83
Bringhurst, Angela
7,779
Shipman, Jeff
$15,063.62
Losada Monroy, Raquel
7,329
Griffeth, Jeff
$14,579.92
Gyte, Nicholaus
6,529
Gray, Jeff
$12,106.08
Blair, Bill
6,405
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:
$1,087,922
101% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,087,922
12.3%
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