Oregon Idaho Pioneers March 28, 2017 October 6, 2016
GET WORKING CONDITIONS Ensure Your Access to Meet Employees 1 To 1 Working conditions refers to the agreement between you and the employer securing the opportunity to meet 1-to-1 with each employee. This covers all factors related to the enrollment process from the space you will have to work in, how long you will have with each employee, to the availability of a reliable Internet connection to which products you will be allowed to offer. Creating favorable working conditions is important as it provides the opportunity to meet with as many employees as possible. You should establish the expectation of working conditions early with the employer, using incentives and best practices to make the employer comfortable with your 1-to-1 benefits counseling sessions. Make sure that your reasons for requiring working conditions are compelling, and that it adds value to the account. Several of our programs require POPS, which stands for the Percentage of People Seen. If the required percentage or more of benefit eligible employees meet with a Colonial Life benefits counselor during enrollment, we'll cover a portion or all of the cost for the programs available. No purchase is required to count as being "seen"; however, for an employee to be counted, he or she must sign, be authorized and "finish" the enrollment process in Harmony. Review the Colonial Life On boarding and Development Services webinar (Brainshark) to understand the programs, tools and solutions available to help grow your business such as MDLive, LawAssure and much more. You can also use the Marketing Programs by Market Segment Size document to get a quick snapshot of all the available programs and which groups they would be best suited for. *only one Home Office-funded program may be offered per account
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Reps and managers who elevate their sales will climb high into the Blue Ridge Mountains of North Carolina and spend three nights overlooking Asheville at the renowned Grove Park Inn. High-class accommodations await you and your guest, along with breathtaking views, gourmet farm-to-table dining, white water rafting, zipline treetop adventures and much more.
We’ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)
Portland Class Dates April 4 - 5 Enroller Class
Idaho Class Dates April 25 - 26 Enroller Class
April 11 - 13 Opener Class April 28 New Agent Advanced Training
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@Coloniallife.com or 503.593.8356
R K CUSTOMS - Angela Bringhurst BLACK ICE CUSTOMS - Traci Cole BENCHMARK CONTRACTING - Brian Dickson
Oregon Idaho Territory New Agents! CHERYL LYNN DAVIS-WEST KNUTE M. KLEVEN DANIEL WALSH
Want M.O.R.E. sales?
The Small Market Solutions team has two upcoming webinars to help you get M.O.R.E. (More Optimal Results from your Enrollments).
"Want M.O.R.E. sales?" webinar Thursday, April 6 at 11 a.m. EST Friday, April 7 at 1 p.m. EST Link: https://egc.unum.com/more/ Call in: (888) 238-7803 Passcode: 6786617# Getting more sales through a strong pre-enrollment communications campaign will help increase your sales and persistency and help get you working conditions. Come learn about some of our new capabilities to drive participation. Want to increase your sales by providing a personalized website and personalized emails for employees? If you answered “yes� to this question, you are invited to join this information packed webinar.
Week 12 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$63,810.62 Rathmanner, Casey
Alley, Mike
$23,706.00 Canals, Gabriel
Maxwell, Denise
Top 15 Openers
$7,149.84 Ford, Brook
Week 12 Sales
Gunness, Thomas
$22,271.40
Dickson, Brian
$13,520.37
Bryant, Margaret
$11,704.80
Grimes, Stan
$9,625.32
Brink, Don
$8,329.26
Top 15 Benefit Counselors
$23,706.00 $9,941.33 $5,761.08
WK 12 Net EN Sales Credits
Morgester, Christine
10,103.19
Isaacson, Stephanie
5,041.79
Buschman, Roxana
3,889.94
Pace, Stephen
2,769.91
Dickson, Brian
2,641.42
Leach, Susan
2,527.15
Kunkler, Karen
1,746.10
Bringhurst, Angela
1,354.37
Wollen, Gordon
1,007.39
Thurston, Doug
$8,217.07
Bringhurst, Angela
$5,172.60
Pines, Zara Anne
$3,778.59
Carlson, Joyce
$3,640.56
Griffeth, Jeffrey
$1,991.10
Kezele, Will
$1,843.11
Gifford, Troy
$1,662.45
Cornett, Eric
447.85
Ford, Brook
$1,624.32 Waldram, Matthew $1,518.66 Robinson, Rita
Morgester, Christine
$1,335.96 Cole, Traci
394.12
Gifford, Troy
978.48
Sparks, Jonathan
836.35
Bryant, Margaret
689.26
429.68
Quarter to Date Numbers (as of week 12)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
121.4%
Rathmanner, Casey
148.0%
Bringhurst, Steve
100.7%
Griffeth, Jeffrey
127.2%
Kezele, Will
Top 15 Openers
88.6%
QTD-2017 Sales
Bringhurst, Angela
Top 15 Benefit Counselors
80.2%
QTD Net Sales Credit
$121,642.55 Isaacson, Stephanie
39,057.63
Thurston, Doug
$83,692.31 Morgester, Christine
20,988.12
Hansen, Brian
$76,293.41 Buschman, Roxana
18,653.08
Pines, Zara Anne
$71,104.52 Kunkler, Karen
17,342.16
Bryant, Margaret
$59,731.58 Leach, Susan
16,255.43
Dickson, Brian
$46,434.06 Hansen, Brian $25,829.31 Wollen, Gordon
14,930.69
$20,633.34 Gifford, Troy $16,898.94 Dickson, Brian
10,277.76
$14,311.80 Pace, Stephen $13,032.52 Jones, Eric
6,126.78
5,146.32
Grimes, Stan
$12,894.60 Bringhurst, Angela $12,747.60 Ramirez, Edward
Rathmanner, Casey
$10,999.53 Waldram, Matthew
4,212.00
Brink, Don
Gunness, Thomas Griffeth, Tyson Ford, Brook Jones, Eric Cornett, Eric Bringhurst, Angela
Griffeth, Jeffrey
$9,997.50 Wolden, Julie
14,621.48
8,796.22
6,082.82
4,375.44
4,121.76
April 2017 Sun
Mon
Tue
Wed
Thu
Fri
Sat 1
2
3
4
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
10
Harmony Training (Lake Oswego)
Call Clinic 8 - 12 NOON
11
12
13
14
15
Direct Marketing Training (Lake Oswego)
16
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
17
Passover
Call Clinic 8 - 12 NOON
18
DDP
19
20
21
22
Passover
23
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
24
Call Clinic 8 - 12 NOON
25
26 Idaho Harmony Training
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
30
27
28
29 New Agent Advanced Training
Call Clinic 8 - 12 NOON
May 2017 Sun
Mon
1
Tue
2
Wed
3
Thu
4
Fri
5
Sat
6
Territory Wide Race Event President’s Club and Leaders Conference— Spain/Portugal
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
7
8
Call Clinic 8 - 12 NOON
9
10
11
12
13
President’s Club and Leaders Conference—Spain/Portugal
14
21
15
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
22
Direct Marketing Training (Lake Oswego)
16
29 Territory Office Closed
18
19
20
Call Clinic 8 - 12 NOON
23
24 Harmony Training (Lake Oswego)
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
28
17
Call Clinic 8 - 12 NOON
30
31 DDP (Lake Oswego)
25
26
27 ADM Qtrly Advanced
Call Clinic 8 - 12 NOON
1st Qtr Case 2017 Goal:
49 2017 Actual:
29
59% 2017 Cases 2017 Goal:
259 2017 Actual:
29
11% 1st Qtr Premium 2017 Goal:
$1,610,000 2017 Actual:
$855,900
53% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$855,900
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
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550