Oregon Idaho Pioneers May 1, 2018 October 6, 2016
•
New Targeted Small Employer Selling Materials Discovery brochure (#101873) Employer brochure (#65695) Value-Add Programs flier (#101867) These can be used with new and existing small groups
•
Policyholder Conservation Payment Method Change form Policyholder Conservation Education sheet
•
MDLive – Now a 1 year program Only able to offer for 1 year (not eligible for year 2 renewal of this program) Accounts that have MDLive in year 1 and meet 75% POPS we will fund AD&D, InfoArmor or LawAssure in year 2.
•
Dental open for enrollment for Sales Organization (in approved states) Enrollment runs through April 30th Reps will also receive commission on their enrollment Call center •
866.580.6813
Read more on Propr
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!
Donny Tran Paul Haulbrook Vera Jackson Steve Burgus
Dates to Remember May 2—National Life Insurance Day May 4—Star Wars Day May 5—Cinco de Mayo May 8—National Teacher Appreciation Day
May 12—National Miniature Golf Day May 13—Mother’s Day May 16—National Sea Monkey Day May 18—National Bike to Work Day and National Pizza Party Day May 28—Memorial Day and National Hamburger Day May 30—National Mint Julep Day
FROM MENTALFLOSS.COM. STAY TUNED FOR THE REST OF THE LIST NEXT WEEK...
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 CITY OF WILDER - Jeff Griffeth WILDER SCHOOL DISTRICT 133 - Jeff Griffeth
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.
Elevate Your Impact Sales Contest The Ritz Carlton – Bachelor Gulch June 7-10, 2018
Grand prize winners will travel to Beaver Creek, CO, to experience the beauty and majesty of the Rocky Mountains. First-class accommodations and service await you at the Ritz Carlton – Bachelor Gulch. Winners will be able to walk among the Aspen trees for hiking activities, play a round at Condé Nast Traveler’s #3 “Top Western U.S. Golf Resort” and find serenity at the spa. The breathtaking mountain landscape is the backdrop for all of your experiences. Check out the contest qualifications on Propr, and make sure you Elevate Your Impact to go Rocky Mountain climbing in June!
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 17)
WTD Top ADM’s
WTD Top DGA’s Bringhurst, Steve
$53,238.36
Jones, Eric
$52,834.92
Thurston, Doug
$49,507.29
Griffeth, Jeff
$22,787.76
Kezele, Will
$22,787.76
Canals, Gabriel
Top 15 Openers
Week 17 Sales
Top 15 Benefit Counselors
$3,858.54
WK 17 Net Sales Credits
Jones, Eric
$50,459.10 Jones, Eric
8,171
Thurston, Doug
$16,342.79 Gyte, Nicholaus
6,000
Brink, Don
$8,610.70 Morgester, Christine
4,366
Cornett, Eric
$7,840.92 Leach, Susan
3,240
Griffeth, Jeff
$7,651.13 Griffeth, Tyson
3,062
Gifford, Troy
$6,793.33 Kramer, Cassandra
2,818
Griffeth, Tyson
$5,447.62 Bringhurst, Braydon
2,759
Pines, Zara
$4,543.59 Wollen, Gordon
2,290
Bryant, Margaret
$4,080.24 Morrison, Robert $3,041.34 Gifford, Troy
2,206 1,635
Wolden, Julie
$2,725.92 Blair, Bill $2,453.16 Wolden, Julie
Morgester, Christine
$2,272.90 Kunkler, Karen
1,396
Snider, Jason
$1,655.10 Buschman, Roxana
976
Taylor, Tamela
$1,364.49 Losada Monroy, Raquel
914
Grimes, Stan Hansen, Brian
1,938 1,623
Quarter to Date Numbers (as of Week 17)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Kevin
52.6%
Bilgen, Lisa
60.2%
Kezele, Will
50.4%
Jones, Eric
59.7%
Alley, Mike
47.6%
Griffeth, Jeff
58.3%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Jones, Eric
$54,137.58 Brink, Don
11,524
Thurston, Doug
$42,487.57 Jones, Eric
9,841
Brink, Don
$33,290.98 Isaacson, Stephanie
9,206
Griffeth, Jeff
$32,564.06 Leach, Susan
8,185
Pines, Zara
$22,754.50 Morgester, Christine
7,276
Grimes, Stan
$20,510.10 Kramer, Cassandra
6,846
Bilgen, Lisa
$20,169.00 Griffeth, Tyson
6,327
Griffeth, Tyson
$13,576.93 Blair, Bill $13,364.17 Herrera, Diego
5,222
$11,284.57 Kunkler, Karen $9,973.80 Buschman, Roxana
5,032
Rathmanner, Casey
Bryant, Margaret Campbell, Branden Shipman, Jeff Stevenson, Ron Gifford, Troy Cornett, Eric
5,169 4,634
$9,597.78 Rasmussen, Kelley $9,294.30 Losada Monroy, Raquel
4,506
$9,195.56 Gyte, Nicholaus $8,196.96 Wolden, Julie
4,233
4,268 4,010
Year to Date Numbers (as of Week 17)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
41.4% Canals, Gabriel
42.6%
Alley, Mike
25.4% Jones, Eric
39.8%
Kezele, Will
21.0% Bringhurst, Angela
36.2%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$180,727.14
Isaacson, Stephanie
56,361
Pines, Zara
$120,661.77
Kunkler, Karen
36,389
Thurston, Doug
$103,712.97
Buschman, Roxana
35,348
Jones, Eric
$86,156.48
Leach, Susan
31,963
Dickson, Brian
$74,387.14
Jones, Eric
22,855
Gifford, Troy
$70,957.23
Losada Monroy, Raquel
21,179
Waldram, Matthew
$68,987.52
Wolden, Julie
20,335
Griffeth, Jeff
$65,166.69
Wollen, Gordon
18,967
Day, Eric
$62,664.60
Morgester, Christine
18,693
Bringhurst, Angela
$47,169.30
Waldram, Matthew
18,640
Bilgen, Lisa
$43,788.90
Griffeth, Jeff
18,285
Taylor, Thomas
$32,551.47
Brink, Don
17,476
Grimes, Stan
$32,454.75
Gifford, Troy
12,759
Bryant, Margaret
$30,895.50
Rasmussen, Kelley
12,386
Shipman, Jeff
$25,403.69
Bringhurst, Braydon
12,111
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
15
40.5%
2018 Cases 2018 Goal:
249 2018 Actual:
78
31.3% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$466,046
32.8% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,878,255
21.3%
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