Oregon Idaho SW WA Pioneers March 30, 2022
REPORTING APPS TO INCLUDE MARKET VERTICAL DATA ENHANCED REPORTING Earlier this year, the opportunity in the Market Verticals was expanded to include Hospital Systems and Public Sector to the existing target markets of Wholesale Trade, Construction, Manufacturing and Grocery Stores. Now we’re enhancing your ability to know your numbers in these target markets. You now have added insight into Market Vertical data through our reporting apps. The Producer Scorecard will now show Market Vertical production and you will find Market Vertical impacts to bonus calculations in the Rep Bonus Tracker. These enhancements will provide you with a valuable window into current production trends and opportunities to maximize your compensation through mutually beneficial results.
FIRST QUARTER 2022 BUSINESS SUBMISSION DEADLINES KEY DATES FOR 1Q First quarter processing deadlines • • • •
Clean census enrollment files -- received by Thursday, March 24, at 6 p.m. ET Clean manual business -- received by Wednesday, March 30, at 6 p.m. ET New business -- will continue to be processed until Friday, April 1, at 7 p.m. ET Clean electronic business -- received by Friday, April 1, at 10 p.m. ET.
M = Manufacturing
New Cases Opened This Week:
W = Wholesale
Wes Betz
G = Grocery
Melody Campbell
CG = City Government
John Curry M
C = Construction
Abigail Weiland
2022 First Quarter Sales Contest Big Sky in July is where your hot start in 2022 can bring you a blast of cool mountain air this summer. Find out how you can qualify for our luxurious first quarter contest trip to the spectacular beauty of Big Sky, Montana. Visit Propr for complete details.
National Days to Remember in April April 1—National Sourdough Bread Day April 2—World Autism Awareness Day April 5—National Employee Benefits Day, National Library Workers Day April 7—National Beer Day April 10—National Siblings Day
April 11—National Pet Day April 14—National Gardening Day April 15—Good Friday, National Tax Day April 16—National Healthcare Decisions Day April 17—Easter April 21—Get To Know Your Customers Day April 22—Earth Day, National Jelly Bean Day
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
•
Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 12)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$77,172.12
Attebery, Corri
$19,030.92
Naugle, Ty
Top 15 Openers
$8,188.08
Week 12 Sales
Canals, Gabriel
$31,983.90
Otis, Marci
$18,601.56
Weiland, Abigail
Top 15 Benefit Counselors
$5,058.72
WK 12 Net Sales Credits
Betz, Wes
$18,960.30 Betz, Wes
5,991
Bryant, Margaret
$15,735.47 Kunkler, Karen $13,996.88 Gealon, Jon
3,482
2,244
Gealon, Jon
$8,012.82 Otis, Marci $8,012.82 Gifford, Troy
Campbell, Branden
$3,917.76 Losada Monroy, Raquel
1,788
Thurston, Derek
$3,790.02 Buschman, Roxana
1,481
Griffeth, Jeff
$3,605.40 Bonner, Lynn
1,122
Curry, John
$3,129.36 DuPriest, Kathy
1,100
Canals, Gabriel
$3,122.52 Hadlock, Ken
1,095
Wollen, Gordon
$3,010.92 Wollen, Gordon
1,054
Campbell, Melody
$2,575.92 Camarata, Tim $2,003.85 Maccabee, Amber
Brink, Don Otis, Marci
Taylor, Todd Ray, Carrie Bringhurst, Angela
$1,807.90 Campbell, Melody $1,524.12 Taylor, Todd
2,244
1,870
970 943 902 805
Quarter to Date Numbers (as of Week 12)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
141.9%
Runtz, Joe
198.5%
Maxwell, Denise
128.0%
Weiland, Abigail
152.2%
Thurston, Doug
122.4%
Canals, Gabriel
137.6%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$401,837.09 Kinney, David
37,203
Bryant, Margaret
$111,848.32 Kunkler, Karen
35,523
Campbell, Branden
$69,386.61 Isaacson, Stephanie
33,414
Betz, Wes
$36,149.01 Losada Monroy, Raquel
32,925
Gifford, Troy
$35,354.94 Maccabee, Amber
19,210
Webb, Tiffany
$33,227.22 Gifford, Troy
17,907
Runtz, Joe
$26,747.81 Buschman, Roxana
12,183
Day, Terra
$23,684.25 Betz, Wes
12,021
Runtz, Krista
$23,479.58 Weiland, Abigail
10,682
Bringhurst, Angela
$19,628.87 Runtz, Joe
10,408
Shipman, Jeff
$16,261.60 Bonner, Lynn
5,912
Ballweber, Theresa
$16,087.74 Snider, Jason
5,413
Talburt, Marci
$15,532.97 Runtz, Krista
5,066
Snider, Jason
$15,465.60 Miller, Tricia
4,965
Ford, Brook
$15,442.68 Camarata, Tim
4,868
Year to Date Numbers (as of Week 12)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
19.8% Weiland, Abigail
30.3%
Thurston, Doug
16.4% Runtz, Joe
20.2%
Maxwell, Denise
13.8% Otis, Marci
18.5%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales
Brink, Don
$401,837.09
Kinney, David
37,203
Bryant, Margaret
$111,848.32
Kunkler, Karen
35,523
Campbell, Branden
$69,386.61
Isaacson, Stephanie
33,414
Betz, Wes
$36,149.01
Losada Monroy, Raquel
32,925
Gifford, Troy
$35,354.94
Maccabee, Amber
19,210
Webb, Tiffany
$33,227.22
Gifford, Troy
17,907
Runtz, Joe
$26,747.81
Buschman, Roxana
12,183
Day, Terra
$23,684.25
Betz, Wes
12,021
Runtz, Krista
$23,479.58
Weiland, Abigail
10,682
Bringhurst, Angela
$19,628.87
Runtz, Joe
10,408
Talburt, Marci
$18,338.32
Bonner, Lynn
5,912
Shipman, Jeff
$16,261.60
Snider, Jason
5,413
Ballweber, Theresa
$16,087.74
Runtz, Krista
5,066
Snider, Jason
$15,465.60
Miller, Tricia
4,965
Bilgen, Lisa
$13,707.39
Camarata, Tim
4,868
Year to Date Numbers (as of Week 12) Top 5 Coordinators
WK 12 Net Sales Credits
Ballweber, Theresa
4,944
Bonner, Lynn
1,860
Bryant, Margaret
1,690
Talburt, Marci
1,228
Gifford, Troy
Top 5 Coordinators
530
QTD Total Net Sales Credit
Ballweber, Theresa
64,827
Talburt, Marci
14,237
Bryant, Margaret
11,701
Bonner, Lynn
4,852
Gifford, Troy
4,336
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
64,827
Talburt, Marci
14,237
Bryant, Margaret
11,701
Bonner, Lynn
4,852
Gifford, Troy
4,336
1st Qtr Cases 2022 Goal:
48 2022 Actual:
29.5
61.4%
2022 Cases 2022 Goal:
350 2022 Actual:
29.5 cases 8.4% 1st Qtr Premium 2022 Goal:
$1,504,002 2022 Actual:
$1,417,061
94.2% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,417,061
14.2%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550