Oregon Idaho Pioneers May 15, 2018 October 6, 2016
Congratulations to the ASRs receiving a $200 bonus for a minimum of $5,000 in dental sales:
Troy Gifford, Doug Kartub and Stan Grimes
Shane Hillier Kimberly Peterson Reuel Davis Christine Potter
Fun is like life insurance; the older you get, the more it costs. -Kin Hubbard
SAVE THE DATE... OREGON/IDAHO TERRITORY Summer Picnics Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 More information coming soon. See you there!
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 MY ARCHITECT - Derik Anderson BURNSIDE ENTERTAINMENT GROUP– Margaret Bryant MAVERICK CAR COMPANY - Troy Gifford CUSTOM CONCEPTS - Doug Kartub J & H PRINTING - Jacob Patrick JEFF SOLEM INSURANCE AGENCY - Patty Schulz
May Classes Opener Class May 8 – 10 9 am – 5 pm Enroller Class May 24 - 25 9 am – 5 pm
June Classes Opener Class (IDAHO) June 12 - 14 9 am – 5 pm Enroller Class (IDAHO) June 26 - 27 9 am – 5 pm
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 19)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$29,225.81
Pratt, Jared
$10,234.44
Alley, Mike
$11,992.96
Bilgen, Lisa
$8,766.36
Maxwell, Denise
$10,668.84
Bringhurst, Angela
$7,277.28
Top 15 Openers
Week 19 Sales
Top 15 Benefit Counselors
WK 19 Net Sales Credits
Brink, Don
$9,231.57 Pratt, Jared
3,582
Kartub, Doug
$8,766.36 Kunkler, Karen
3,317
Bryant, Margaret
$7,995.48 Bryant, Margaret
2,313
Anderson, Derik
$7,676.16 Losada Monroy, Raquel
2,125
Cornett, Eric
$6,649.44 Brink, Don
2,107
Moote, Elizabeth
$5,252.28 Moote, Elizabeth
1,838
Gifford, Troy
$4,630.14 Gifford, Troy
1,715
Schulz, Patty
$2,828.88 Durre, Kylie
1,179
Patrick, Jacob
$2,046.63 Wolden, Julie $1,954.41 Schulz, Patty
1,047
Thurston, Doug Lively, Stephanie
990 828
Estrada, Ed
$1,555.20 Snyder, Starla $1,475.52 Durre, Michael
Myers, Jan
$1,114.99 Isaacson, Stephanie
614
711
Griffeth, Jeff
$966.92 Lively, Stephanie
544
Jackson, Vera
$877.26 Myers, Jan
528
Quarter to Date Numbers (as of Week 19)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
68.4%
Bilgen, Lisa
95.3%
Kezele, Will
65.2%
Griffeth, Jeff
73.0%
Cornett, Kevin
53.5%
Jones, Eric
61.5%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Thurston, Doug
$54,954.46 Brink, Don
13,016
Jones, Eric
$52,313.22 Losada Monroy, Raquel
12,808
Brink, Don
$41,844.86 Isaacson, Stephanie
11,291
Griffeth, Jeff
$35,153.84 Leach, Susan
9,919
Grimes, Stan
$31,904.97 Jones, Eric
9,560
Pines, Zara
$27,059.45 Morgester, Christine
9,430
Bryant, Margaret
$26,783.50 Kunkler, Karen
8,689
Cornett, Eric
$20,976.36 Buschman, Roxana
7,866
Kartub, Doug
$20,396.64 Rasmussen, Kelley
7,611
Bilgen, Lisa
$20,374.80 Kramer, Cassandra
7,550
Gifford, Troy
$18,406.36 Griffeth, Tyson
6,678
Griffeth, Tyson
$15,186.95 Gifford, Troy
5,940
Dickson, Brian
$13,862.70 Herrera, Diego
5,621
Rathmanner, Casey
$13,797.27 Griffeth, Jeff
5,272
Shipman, Jeff
$13,691.48 Blair, Bill
5,222
Year to Date Numbers (as of Week 19)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
43.3% Canals, Gabriel
48.2%
Alley, Mike
29.6% Jones, Eric
40.4%
Kezele, Will
23.2% Bringhurst, Angela
39.5%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$188,940.91
Isaacson, Stephanie
58,445
Pines, Zara
$123,655.15
Kunkler, Karen
40,046
Thurston, Doug
$115,665.89
Buschman, Roxana
38,580
Dickson, Brian
$84,440.72
Leach, Susan
33,697
Jones, Eric
$84,332.12
Losada Monroy, Raquel
29,719
Gifford, Troy
$80,168.03
Jones, Eric
22,574
Waldram, Matthew
$68,987.52
Wolden, Julie
21,382
Griffeth, Jeff
$67,756.47
Morgester, Christine
20,847
Day, Eric
$64,831.11
Griffeth, Jeff
19,980
Bringhurst, Angela
$46,397.34
Brink, Don
18,969
Bryant, Margaret
$46,214.34
Wollen, Gordon
18,967
Bilgen, Lisa
$43,994.70
Waldram, Matthew
18,640
Grimes, Stan
$43,849.62
Gifford, Troy
15,626
Taylor, Thomas
$33,404.43
Rasmussen, Kelley
15,491
Cornett, Eric
$29,815.92
Kramer, Cassandra
12,123
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
26
70.2%
2018 Cases 2018 Goal:
249 2018 Actual:
89
35.7% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$639,642
45.1% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$2,051,851
23.3%
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