Oregon Idaho Pioneers March 26, 2019 October 6, 2016
FIRST QUARTER BUSINESS SUBMISSION DEADLINES MARK THESE DATES New contract submission – received by Friday, March 22 The last day to submit completed new producer and new manager contracts to count toward first quarter recruiting goals is Friday, March 22. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, March 22, in the order received, but this doesn't guarantee processing for first quarter. Be aware different jurisdictions have varying turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. Questions? E-mail Contracts@ColonialLife.com.
First quarter processing deadlines •
Clean manual business – received by Tuesday, March 26.
•
Clean census enrollment files – received by Wednesday, March 27, at 6 p.m. EST.
•
Clean electronic business – received by Friday, March 29, at 10 p.m. EST.
•
New business – will continue to be processed until 7 p.m. on Friday, March 29.
Make sure you follow insurance guidelines 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 non-resident state. Learn more about licensing requirements on Propr.
CONVERSATION BUILDERS MARKETING FOCUS 2019
New Cases Opened This Week: Branden Campbell Jeff Griffeth Kaira Nguyen Carrie Ray Abigail Weiland
March Classes Opener Class March 5 - 7 8 am – 5 pm
Enroller Class in Eugene, OR March 14 - 15* 8 am – 5 pm *Please note date change
April Classes Opener Class April 9—11 8 am – 5 pm
Enroller Class April 23—24 8 am – 5 pm
CONGRATULATIONS TO RAQUEL LOSADA MONROY OF THE THURSTON/CANALS ORGANIZATION!!! Raquel was recognized as one of the top 50 Benefits Coun-
selors in the country, in her first full year with Colonial. Here is Raquel (pictured at right) at Home Office with Bill Deehan. Great job, Raquel!
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
FOR DETAILS, SEE PROPR
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 12)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$98,846.90
Canals, Gabriel
$53,078.46
Alley, Mike
$31,475.02
Rathmanner, Casey
$21,381.96
Maxwell, Denise
$12,622.08
Griffeth, Jeff
Top 15 Openers
Week 12 Sales
Top 15 Benefit Counselors
$6,074.04
WK 12 Net Sales Credits
Campbell, Branden
$38,759.67 Pratt, Jared
5,056
Thurston, Doug
$14,510.35 Thurston, Derek
4,207
Ray, Carrie
$11,040.36 Morgester, Christine
3,375
Pines, Zara
$10,194.97 Kramer, Cassandra
2,106
Thurston, Derek
$7,697.22 Isaacson, Stephanie
2,097
Griffeth, Jeff
$4,565.00 Liddell, Billy
1,871
Bryant, Margaret
$4,564.17 Weiland, Abigail $3,851.16 Shklayvel, Natasha
1,849 1,597
Bringhurst, Angela
$3,800.88 Griffeth, Jeff $3,789.96 Wollen, Gordon
Grimes, Stan
$3,751.05 Rasmussen, Kelley
1,536
Maxwell, Denise
$3,589.24 Marti, Alex $3,531.72 Buschman, Roxana
1,516
$3,271.56 Wiemann, John $3,023.88 Ray, Carrie
1,308
Shklayvel, Natasha Nguyen, Kaira
Brink, Don Wiemann, John Gardner, Brad
1,680 1,546
1,431 1,153
Quarter to Date Numbers (as of Week 12)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
166.2%
Rathmanner, Casey
198.5%
Cornett, Kevin
111.6%
Bilgen, Lisa
157.9%
Thurston, Doug
108.4%
Canals, Gabriel
143.8%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Thurston, Doug
$272,833.99 Isaacson, Stephanie
46,231
Bryant, Margaret
$122,721.73 Liddell, Billy
35,289
Brink, Don
$83,003.96 Weiland, Abigail
20,466
Campbell, Branden
$68,460.24 Losada Monroy, Raquel
19,232
Ray, Carrie
$62,239.83 Day, Terra
18,586
Kartub, Doug
$60,212.64 Leach, Susan
15,598
Cornett, Kevin
$40,629.90 Pratt, Jared
11,728
Bringhurst, Angela
$38,683.14 Rasmussen, Kelley $33,545.32 Husen, Kayla
10,508
$30,922.39 Kunkler, Karen $30,759.30 Shklayvel, Natasha
10,418
$27,339.77 Campbell, Branden $24,506.28 Gray, Jeff
8,895
$24,435.57 Bringhurst, Angela $22,140.55 Buschman, Roxana
8,587
Pines, Zara
Rathmanner, Casey Masjuan, Jose Luis Myers, Jan Gray, Jeff Ballweber, Theresa Gifford, Troy
10,496 10,168 8,748 8,172
Year to Date Numbers (as of Week 12)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
17.7% Rathmanner, Casey
20.6%
Thurston, Doug
14.8% Bilgen, Lisa
20.1%
Cornett, Kevin
13.8% Canals, Gabriel
17.1%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$270,816.46
Isaacson, Stephanie
46,231
Bryant, Margaret
$126,960.94
Liddell, Billy
35,289
Brink, Don
$84,307.26
Weiland, Abigail
20,466
Campbell, Branden
$69,026.79
Losada Monroy, Raquel
19,232
Ray, Carrie
$62,239.83
Day, Terra
18,586
Kartub, Doug
$60,212.64
Leach, Susan
15,598
Cornett, Kevin
$40,629.90
Pratt, Jared
11,728
Bringhurst, Angela
$38,683.14
Rasmussen, Kelley
10,508
Pines, Zara
$33,578.80
Husen, Kayla
10,496
Masjuan, Jose Luis
$31,436.46
Kunkler, Karen
10,418
Rathmanner, Casey
$30,672.46
Shklayvel, Natasha
10,168
Myers, Jan
$26,065.61
Campbell, Branden
8,895
Gray, Jeff
$24,506.28
Gray, Jeff
8,748
Ballweber, Theresa
$24,435.57
Bringhurst, Angela
8,587
Gifford, Troy
$22,140.55
Buschman, Roxana
8,172
Year to Date Numbers (as of Week 12)
Top 5 Coordinators
WK 12 Net Sales Credits
Ballweber, Theresa
8,261
Talburt, Marci
3,270
Gross, Lynsay
986
Gifford, Troy
877
Jones, Eric
537
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
72,955
Talburt, Marci
24,166
Gross, Lynsay
5,457
Jones, Eric
4,611
Bringhurst, Angela
4,181
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
72,955
Talburt, Marci
24,166
Gross, Lynsay
5,457
Jones, Eric
4,611
Bringhurst, Angela
4,181
1st Qtr Cases 2019 Goal:
49 2019 Actual:
57
116%
2019 Cases 2019 Goal:
376 2019 Actual:
57
15.1%
1st Qtr Premium 2019 Goal:
$1,517,000 2019 Actual:
$1,605,864
105.8% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,605,864
13.8%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550