Oregon Idaho Pioneers March 28, 2018 October 6, 2016
Program eligibility expanded to existing accounts that offer new dental product Use dental with existing accounts Updated: 03/23/2018
With the launch of Colonial Life’s new Individual Dental PPO product, existing accounts are eligible for InfoArmor, LawAssure or AD&D if the following guidelines are met: • • • • • • •
The new dental product must be offered Accounts must have between 10 and 499 lives Products enrolled through Harmony Requesting 75% POPS Enrollment must start during 2Q and cannot last longer than 90 days No prior program offered in last 12 months Only available during initial enrollment – no new hires
State restrictions may apply. Note: If 75% POPS is met, the program may be offered again 12 months after program start date (request form must be submitted). Make sure to submit a Program Request Form (found in Recommended Items on the righthand side of this page) to your Regional Programs Manager at least two days prior to the enrollment start date for approval. Northwest: Monique Peterson -- ext. 83947 or mjpeterson@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.
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
New Accounts GOLDEN GATE HIGHWAY DISTRICT # - Jeff Griffeth WILDER HOUSING AUTHORITY - Jeff Griffeth VERDE - Stan Grimes HOUSE CALLS BY MAGIC MAID - Kelley Rasmussen
Cristy Neumann Jason Robinson Levi Whittaker Pam McAtee Daniel Wesselink Lou Lampell
Easter Island Facts •
The island is called Easter Island because it was “discovered” by Europeans on Easter Sunday, April 5th, 1722.
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With the nearest inhabited island, Pitcairn Island, 1,289 miles away and continental Chile 2,182 miles away, Easter Island is one of the world's most isolated inhabited islands.
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Easter Island is famous for having 887 massive statues, called moai, which were sculpted and erected by the early Rapa Nui people.
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Each statue represented the deceased head of a family ancestry line.
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Just one quarter of the statues were ever installed, with nearly half still remaining at the quarry site, and others sitting along the way to their intended locations.
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The largest raised moai is called "Paro". It weighs 82 tons and is 32 feet tall. The average size of all the statues is 13 feet tall and 14 tons.
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 12)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$55,257.36
Griffeth, Jeff
Kezele, Will
$11,596.80
Canals, Gabriel
$7,873.08
Campbell, Branden
$7,370.04
Bringhurst, Steve
Top 15 Openers Thurston, Doug
$7,321.92
Week 12 Sales
Top 15 Benefit Counselors
$14,192.72 Losada Monroy, Raquel
$11,596.80
WK 12 Net Sales Credits 4,183
Griffeth, Jeff
$8,634.48 Isaacson, Stephanie
3,322
Campbell, Branden
$7,370.04 Canals, Gabriel
2,948
Brink, Don
$7,149.89 Griffeth, Jeff
2,889
Grimes, Stanley
$6,167.88 Leach, Susan
2,859
Gray, Jeff
$4,093.80 Wollen, Gordon
2,581
Myers, Jan
$3,860.34 Campbell, Branden
2,407
Dickson, Brian
$3,698.46 Gray, Jeff
1,433
Rasmussen, Kelley
$3,534.03 Kramer, Cassandra $3,083.58 Bringhurst, Braydon
1,243 1,229
Bryant, Margaret
$2,841.00 Granja Flores, Hugo $2,123.04 Kunkler, Karen
Gifford, Troy
$2,069.24 Myers, Jan
959
Bringhurst, Braydon
$1,881.90 Gyte, Nicholaus
795
Pines, Zara
$1,620.25 Buschman, Roxana
709
Bringhurst, Angela Cornett, Eric
1,233 1,173
Quarter to Date Numbers (as of Week 12)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steve
221.4%
Bringhurst, Angela
166.5%
Alley, Mike
126.1%
Canals, Gabriel
155.3%
Cornett, Kevin
101.1%
Jones, Eric
148.7%
Top 15 Openers Brink, Don
QTD - 2018 Sales
Top 15 Benefit Counselors
$143,578.61 Isaacson, Stephanie
QTD Total Net Sales Credit 41,241
Dickson, Brian
$77,397.33 Kunkler, Karen
29,501
Pines, Zara
$66,539.54 Buschman, Roxana
25,292
Thurston, Doug
$66,501.99 Leach, Susan
19,620
Day, Eric
$61,993.41 Waldram, Matthew
15,981
Waldram, Matthew
$61,357.92 Wollen, Gordon
15,316
Gifford, Troy
$58,093.15 Griffeth, Jeff
13,425
Bringhurst, Angela
$41,871.78 Wolden, Julie $23,214.40 Losada Monroy, Raquel
13,149
$20,898.90 Morgester, Christine $20,871.08 Bringhurst, Braydon
10,443
Griffeth, Jeff
Bilgen, Lisa Bryant, Margaret Gyte, Nicholaus Jones, Eric Shipman, Jeff Gray, Jeff
11,512 9,111
$18,817.13 Jones, Eric $18,565.34 Bringhurst, Angela
8,305
$17,556.95 Gyte, Nicholaus $16,199.88 Gifford, Troy
7,325
8,284 6,614
Year to Date Numbers (as of Week 12)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
24.6% Bringhurst, Angela
31.4%
Alley, Mike
13.3% Canals, Gabriel
31.1%
Maxwell, Denise
13.2% Ford, Mary Brook
16.8%
Top 15 Openers Brink, Don
YTD - 2018 Sales $131,415.02
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
41,241
Dickson, Brian
$70,798.66
Kunkler, Karen
29,501
Pines, Zara
$65,076.35
Buschman, Roxana
25,292
Waldram, Matthew
$61,357.92
Leach, Susan
19,620
Thurston, Doug
$58,991.26
Waldram, Matthew
15,981
Day, Eric
$58,813.78
Wollen, Gordon
15,316
Gifford, Troy
$58,093.15
Griffeth, Jeff
13,425
Bringhurst, Angela
$41,871.78
Wolden, Julie
13,149
Griffeth, Jeff
$23,214.40
Losada Monroy, Raquel
11,512
Bilgen, Lisa
$20,898.90
Morgester, Christine
10,443
Bryant, Margaret
$19,404.87
Bringhurst, Braydon
9,111
Gyte, Nicholaus
$18,817.13
Jones, Eric
8,305
Jones, Eric
$18,565.34
Bringhurst, Angela
8,284
Gray, Jeff
$16,199.88
Gyte, Nicholaus
7,325
Campbell, Branden
$15,661.50
Gifford, Troy
6,614
1st Qtr Cases 2018 Goal:
27 2018 Actual:
49
181%
2018 Cases 2018 Goal:
249 2018 Actual:
49
19.6% 1st Qtr Premium 2018 Goal:
$1,076,001 2018 Actual:
$1,182,002
109.8% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,182,002
13.4%
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