Oregon Idaho Pioneers April 1, 2020 October 6, 2016
Oregon/Idaho Pioneers‌ Don’t forget to visit the Propr Marketing Hub for great resources
DISPATCH POWERED BY WONOLO AN EASIER WAY TO FIND AN ENROLLER ENROLLERS, ARE YOU SIGNED UP? You can dispatch benefit counselors through an app on your phone. Coordinators post job assignments in the system, and notifications are sent based on their qualifications (badges), proximity to the job and rating. Notifications can be sent to a targeted group in the order the coordinator specified. Agents receive notifications for the jobs, review the details and can accept whichever ones they choose. The app will continue to offer the job until it’s filled. The following enhancements have been made to make this tool even better: • • • •
An import option for quicker posting of jobs The ability to push all notifications at once to eliminate waiting The option to send jobs to specific enrollers A flexible date feature To get started, click here. Training is available on My Learning Connection. If you have questions, contact Catherine Bost at 803-678-2529 or CBost@ColonialLife.com. More details visit Propr.
“There is nothing like a dream to create the future.” Victor Hugo
New Cases Opened This Week: Kate Beck
Skeeter Ramirez
Branden Campbell
Carrie Ray
Troy Gifford
Cameron Thomas
Chris Meyers
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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 13)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$50,539.65
Ray, Carrie
$18,483.72
Alley, Mike
$24,902.13
Canals, Gabriel
$13,568.76
Kezele, Will
$16,812.12
Gifford, Troy
$11,017.80
Top 15 Openers
Week 13 Sales
Top 15 Benefit Counselors
WK 13 Net Sales Credits
Brink, Don
$10,981.38 Peterson, Kimberly
8,876
Ray, Carrie
$10,750.50 DuPriest, Kathy
5,821
Meyers, Christopher
$7,816.08 Thurston, Derek
3,521
Griffeth, Tyson
$6,594.58 Meyers, Christopher
2,469
Thurston, Derek
$6,147.60 Kunkler, Karen
2,196
Pines, Zara
$6,118.68 Gifford, Troy
2,091
Bryant, Margaret
$4,795.50 Bryant, Margaret $4,499.10 Ford, Brook
1,580 1,453
Beck, Kate
$4,423.22 Peterson, Kimberly $4,126.80 Canals, Gabriel
Bowley, Alyssa
$4,001.28 Buschman, Roxana
1,347
Bickford, Ethan
$2,911.38 Morgester, Christine $2,720.52 Granja Flores, Hugo
1,287
$2,449.44 Fleener, Lois $2,300.43 Thomas, Cameron
1,048
Harris, Leslie Gifford, Troy
Ramirez, Skeeter Rasmussen, Kelley Thomas, Cameron
1,470 1,444
1,220 995
Quarter to Date Numbers (as of Week 13)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
157.2%
Bilgen, Lisa
212.2%
Kezele, Will
113.4%
Gifford, Troy
187.3%
Rasmussen, Kelley
120.4%
Thurston, Doug
Top 15 Openers
93.0%
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Bryant, Margaret
$258,250.31 Isaacson, Stephanie
67,623
Brink, Don
$203,353.42 Losada Monroy, Raquel
43,078
Bilgen, Lisa
$199,566.75 Kunkler, Karen
42,141
Gifford, Troy
$45,551.65 Wollen, Gordon
21,840
Ford, Brook
$40,129.56 DuPriest, Kathy
18,632
Bringhurst, Angela
$39,764.19 Buschman, Roxana
18,550
Thurston, Derek
$32,103.24 Peterson, Kimberly
15,968
Pines, Zara
$26,684.01 Brink, Don $25,456.77 Gifford, Troy
14,219
13,520
Hayes, Shawn
$22,521.52 Taylor, Todd $21,874.56 Parsons, Kate
Harris, Leslie
$20,992.56 Leach, Susan
10,892
Fulton, David
$20,992.24 Ford-Pritchett, Brook
10,786
Bowley, Alyssa
$20,924.43 Wolf, Bennett
9,585
Stewart-Reehl, Deborah
$20,575.94 Bringhurst, Angela
8,957
Ray, Carrie
Ballweber, Theresa
14,209 13,497
Year to Date Numbers (as of Week 13)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
25.1% Bilgen, Lisa
54.3%
Thurston, Doug
16.0% Gifford, Troy
23.8%
Kezele, Will
15.9% Ray, Carrie
20.1%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$255,680.88
Isaacson, Stephanie
67,623
Bilgen, Lisa
$199,371.54
Losada Monroy, Raquel
43,078
Brink, Don
$188,587.93
Kunkler, Karen
42,141
Gifford, Troy
$45,551.65
Wollen, Gordon
21,840
Bringhurst, Angela
$39,764.19
DuPriest, Kathy
18,632
Thurston, Derek
$27,474.54
Buschman, Roxana
18,550
Pines, Zara
$26,992.25
Peterson, Kimberly
15,968
Ray, Carrie
$25,134.03
Brink, Don
14,219
Ballweber, Theresa
$22,521.52
Gifford, Troy
14,209
Hayes, Shawn
$21,874.56
Taylor, Todd
13,520
Harris, Leslie
$20,992.56
Parsons, Kate
13,497
Fulton, David
$20,992.24
Leach, Susan
10,892
Bowley, Alyssa
$20,924.43
Ford-Pritchett, Brook
10,786
Stewart-Reehl, Deborah
$20,575.94
Wolf, Bennett
9,585
Taylor, Mary
$20,538.39
Bringhurst, Angela
8,957
Year to Date Numbers (as of Week 13)
Top 5 Coordinators
WK 13 Net Sales Credits
Ballweber, Theresa
4,329
Talburt, Marci
2,995
Gifford, Troy
1,492
Bringhurst, Angela
877
Gross, Lynsay
874
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
51,996
Bryant, Margaret
43,782
Talburt, Marci
23,470
Gifford, Troy
6,561
Bringhurst, Angela
4,994
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
51,996
Bryant, Margaret
43,782
Talburt, Marci
23,470
Gifford, Troy
6,561
Bringhurst, Angela
4,994
1st Qtr Cases 2020 Goal:
70 2020 Actual:
39
55.7%
2020 Cases 2020 Goal:
435 2020 Actual:
39
8.9% 1st Qtr Premium 2020 Goal:
$1,997,002 2020 Actual:
$1,849,120
92.5% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$1,849,120
16.3%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550