May 17, 2022 Agent Assist: Building your Broker business Did you know? You can work your Broker relationships like you do your leads or accounts. Use the search or filter options in your listing to find a specific Broker relationship. Review their vitals, any other connected relationships and contact details.
Agent Assist short series webinar Week 20: Broker relationship management When: Friday, May 20, 11 a.m. EST Join us this Friday for our Agent Assist webinar. This week we will focus on building your Broker business. It's a quick 15-minute discussion with insights and helpful tips. Sign up here
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
Results as of Week 19
New Cases Opened This Week: Don Brink C John Curry Russ Jones Jeff Mitchell C Shawn Otis W C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government
Meet Tom Chambers, our new Territory Sales Trainer My wife and I are celebrating our 10th wedding anniversary this month. We have three cute kids at home, an active German Shepherd, productive hens and a garden in our back yard. We are from Portland, lived other places but keep returning to the Northwest, and we currently live in Salem. I spent years in the food industry, working with a development company for the then-popular Quiznos franchise. I was a regional trainer for franchisees and eventually owned 2 locations; one in Beaverton and the other in Gateway, NE Portland. My wife and I moved to Florida to start our family and for me to work with a partner in developing a frozen yogurt concept. We spent 5 memorable years around West Palm Beach but eventually grew to miss our families, the climate and the activities that Oregon has to offer, so we moved back. While searching for a food service development position, I stumbled upon an ambiguous ad, probably on Craigslist, and interviewed with Aflac. The opportunity sounded great so I spoke with my dad about it. He told me that he had an Aflac policy and that my grandpa was an agent for Aflac. I had never known this before. I made my mark as a new agent with Aflac, then became a district, while training new agents. Eventually I decided to move to Colonial, a move that would have been unthinkable in the past. I look forward to learning new skills from those who are seasoned. I am excited to share what I have learned with new agents to help them develop and build their books of business and renewals.
When I’m not at work, I’m playing with the kids, working on the garden, planning a greenhouse, making a batch of beer, working in the woodshop, looking for my running shoes or strategizing for a solution for the mess in my basement. By the way, when I was walking and talking with my dad about my potential move to Colonial, he told me that my grandpa also was an agent with Colonial Life.
My Learning Connection Leaderboard: April Winners Drumroll please...the April MLC Leaderboard contest winner for our territory is: •
Darrell Croteau (DGA) Bend OR -- 2910 points
Congratulations to Darrell who will receive a $100 Amazon gift card. Don’t miss out on this month’s opportunity. Learn how you can get in on the fun to earn the Makin’ May Badge.
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 19) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s
Otis, Marci
$17,199.60
$18,274.08
Stubbs, Jason
$12,066.72
$17,909.28
Jones, Amanda
$9,152.40
Thurston, Doug
$156,541.68
Attebery, Corri Marquess, Rick
Top 15 Openers Brink, Don Bilgen, Lisa
Week 19 Sales
Top 15 Benefit Counselors
$130,932.65 Kunkler, Karen $13,055.10 Kinney, David
WK 19 Net Sales Credits 8,641 7,041
$9,920.26 Morrison, Robert Losada Monroy, Raquel $8,630.64 $8,562.36 Miller, Tricia
5,062
$7,334.03 Isaacson, Stephanie $6,575.94 Bilgen, Lisa
4,620
$5,601.36 Hadlock, Ken $4,014.69 Maltos-Morales, Ashley
3,069
$3,435.84 Maccabee, Amber $2,939.64 Runtz, Krista
2,936 2,424 2,398
Ford, Brook
$2,270.76 Buschman, Roxana Otis, Marci $2,191.98 $1,879.44 Mitchell, Jeff
Stubbs, Jason
$1,753.92 Cottle, Craig
1,397
Runtz, Krista Bonner, Lynn Otis, Shawn Bryant, Margaret Erickson, Cagney Mitchell, Jeff
Taylor, Mary Jones, Russ Campbell, Branden Snider, Jason Curry, John
4,965 4,734
3,377
3,021 2,753
1,960
Quarter to Date Numbers (as of Week 19)
QTD Top DGA’s by % of Plan Maxwell, Denise
106.3%
QTD Top ADM’s by % of Plan Weiland, Abigail
97.4%
Runtz, Joe
97.0%
Stubbs, Jason
85.4%
Naugle, Ty
84.7%
Canals, Gabriel
61.0%
Top 15 Openers Brink, Don
QTD - 2022 Sales
Top 15 Benefit Counselors
$273,749.46 Kinney, David
QTD Total Net Sales Credit 28,888
Campbell, Branden
$63,007.20 Isaacson, Stephanie
25,103
Bryant, Margaret
$59,063.81 Kunkler, Karen
18,282
Bilgen, Lisa
$46,500.87 Losada Monroy, Raquel
17,371
Mitchell, Jeff
$21,270.48 Maccabee, Amber
17,251
Talburt, Marci
$16,619.16 Hadlock, Ken
15,412
Maltos-Morales, Ashley
$15,758.04 Miller, Tricia
10,679
Weiland, Abigail
$14,878.55 Buschman, Roxana
10,345
Runtz, Krista
$14,827.81 Fleener, Lois
9,091
Taylor, Todd
$9,765.01 Runtz, Krista
8,235
Johnson, Kyle
$9,528.84 Mitchell, Jeff
7,445
Ray, Carrie
$9,193.19 Morrison, Robert
6,567
Taylor, Mary
$9,073.02 Bilgen, Lisa
3,386
Otis, Shawn
$8,562.36 Morgester, Christine
3,274
Bonner, Lynn
$8,331.26 Maltos-Morales, Ashley
3,021
Year to Date Numbers (as of Week 19)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Maxwell, Denise
47.5% Weiland, Abigail
52.5%
Naugle, Ty
38.2% Otis, Marci
32.2%
Marquess, Rick
29.0% Stubbs, Jason
30.2%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales
Brink, Don
$688,341.59
Kinney, David
65,189
Bryant, Margaret
$174,088.79
Isaacson, Stephanie
61,883
Campbell, Branden
$151,147.11
Kunkler, Karen
54,001
Bilgen, Lisa
$59,834.40
Losada Monroy, Raquel
52,150
Runtz, Krista
$46,886.49
Maccabee, Amber
38,091
Betz, Wes
$42,846.96
Buschman, Roxana
23,928
Gifford, Troy
$38,926.18
Hadlock, Ken
21,015
Webb, Tiffany
$35,995.50
Gifford, Troy
18,352
Talburt, Marci
$35,580.40
Miller, Tricia
17,739
Day, Terra
$32,037.93
Runtz, Krista
16,304
Bringhurst, Angela
$25,443.23
Betz, Wes
11,555
Weiland, Abigail
$24,496.40
Fleener, Lois
11,098
Mitchell, Jeff
$21,270.48
Morrison, Robert
8,692
Ray, Carrie
$20,168.13
Mitchell, Jeff
8,152
Taylor, Mary
$19,764.19
Camarata, Tim
7,108
Year to Date Numbers (as of Week 19) Top 5 Coordinators Ballweber, Theresa
WK 19 Net Sales Credits 13,206
Talburt, Marci
3,182
Bonner, Lynn
1,869
Bryant, Margaret
706
Mitchell, Jeff
560
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 40,542
Talburt, Marci
14,151
Bryant, Margaret
6,047
Bonner, Lynn
2,323
Mitchell, Jeff
2,127
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
110,372
Talburt, Marci
30,407
Bryant, Margaret
18,133
Bonner, Lynn
11,046
Gifford, Troy
4,999
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
18
24.6%
2022 Cases 2022 Goal:
350 2022 Actual:
53.5 cases 15.2% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$897,656
45.3% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $2,451,591
24.6%
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
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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