Oregon Idaho Pioneers May 2, 2017 October 6, 2016
May is Disability Insurance Awareness Month Disability Insurance Awareness Month (DIAM) is upon us! During the month of May, Colonial Life partners with the Council for Disability Awareness to promote and educate employers and consumers on the importance of disability insurance. This year, there are new and updated resources available on Propr to use with brokers, employers and employees. If you have any questions, contact Jimmy Valentine, Product Specialist, at (803) 678-6291.
Agent Access to Account Invoices Coming to Propr You asked and we’ve answered. Because of overwhelming feedback from our sales organization asking for access to their accounts’ online bills, we’re now giving you that access on Propr. In late May, “Account Billing” access will be added to the Tools and Apps section of Propr. Sales reps, territory KOPs and sales leadership within the hierarchy will be able to enter a BCN and look at the account’s billing information in view-only form. You’ll be able to see the invoice summary for the account and view it in PDF or Excel.
May 2017 RACE EVENT
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Vertical Marketing Blitz Q2 Race Event - Vertical Marketing Blitz May 15 - May 26 Focus and increase your effectiveness by dedicated prospecting in three industries where Colonial Life is already successful. These three plentiful industries are:
Healthcare (doctors’ offices) Manufacturing Small Public Sector entities
As always has been the case, RACE events are focused on driving sales in the less than 100 lives market. The 2Q Vertical Marketing Blitz will provide you with the opportunity to prospect and drive sales activity using a focused approach via our Vertical Marketing Strategy. We’ve found success in the three industries listed above, and we’ll be leveraging that success to accomplish three primary goals: 1. 2. 3.
Help you be more effective at prospecting through a focused approach Increase awareness of Colonial Life’s expertise in that particular industry Build brand recognition among small businesses
We’ve created three marketing pieces to support you in prospecting in each of these verticals. For more information, please contact: Luis Gonzalez: (803) 678-3984 or lrgonzalez@coloniallife.com Dana Bagwell: (803) 678-6652 or dbagwell@coloniallife.com
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Mountain Escape 2017 Q2 Sales Contest Your next escape plan is for the beautiful mountains of Stowe, Vermont. Reps and managers who push themselves to the top this quarter will join us for a unique summertime experience at the Stowe Mountain Lodge. Outdoor adventures, restorative spa treatments, gorgeous mountain views and alpine luxury at its finest are all to be expected on this trip. So do not wait, it's time to make your Mountain Escape! Mountain Escape Contest Stowe Mountain Lodge, Vermont August 10-13, 2017 Grand Prize: 3-Night trip for you and a guest at the Stowe Mountain Lodge in Stowe, Vermont Level 1: 200,000 prize points Level 2: 100,000 prize points
Mountain Escape 2017 Q2 Contest Qualifications Prizes Grand Prize: 3 nights at the Stowe Mountain Lodge in Stowe, Vermont, August 10-13, 2017 Level 1: 200,000 points Level 2: 100,000 points
New & Rookie Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites: 4 net case counts $30,000 in weighted opener net new account sales premium Must be contracted for the first time with the company in 2016 or 2017 BQI of 75% (BQI is waived for reps in their first 6 months)
Qualifications: 2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium
Grand Prize: Top two new & rookie sales reps with highest point total Level 1: New and rookie reps placed third through fifth with highest point total Level 2: New and rookie reps placed sixth through tenth with highest point total *Tie Breaker: Highest new account weighted opener net new account sales premium
Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites:
4 net case counts $30,000 in weighted opener net new account sales premium BQI of 75%
Qualifications:
2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium (20 points maximum)
Grand Prize: Top six sales reps with highest point total Level 1: Sales reps placed seventh through ninth with highest point total Level 2: Sales reps placed tenth through fifteenth with highest point total *Tie Breaker: Highest weighted opener net new account sales premium
Oregon Idaho New Agents
Robert Housley
MAGIC PLUMBING - Angela Bringhurst LAKE GROVE ENT. PC - Margaret Bryant PRO-SOURCE - Jeffrey Griffeth PEAR MENTOR - Stan Grimes BAUER ELECTRONICS - Jason Snider
Portland Class Dates
Idaho Class Dates
May 9 - 11 Opener class
June 13 - 15 Opener Class
May 23 - 24 Enroller class
June 27 - 28 Enroller Class
May 26 Quarterly ADM Advanced class May 30 - June 1 District Development Program
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356
Week 17 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$46,247.28 Bringhurst, Angela
$14,636.28
Bringhurst, Steve
$27,499.92 Jones, Eric
$12,863.64
Cornett, Eric
$13,446.36 Durre, Michael
Top 15 Openers
Week 17 Sales
Bringhurst, Angela
$14,636.28
Jones, Eric
$12,863.64
Brink, Don Thurston, Doug Pines, Zara Anne Fierstos, Suzanna Dickson, Brian Cornett, Eric Grimes, Stan White, Gregory Blaisdell, Jerry Snider, Jason Morgester, Christine Griffeth, Tyson Bryant, Margaret
Top 15 Benefit Counselors
$7,180.98
WK 17 Net Sales Credits
Bringhurst, Angela
THURSTON, DOUGLAS GRANT $9,955.03 Jones, Eric (672770) BRINK, DON JEFFREY - (656430) Buschman, JONES, Roxana ERIC W - (738539) $9,906.90 FIERSTOS, SUZANNA MARIE (753845) Leach, Susan BRINGHURST, ANGELA S $6,257.52 (695091) Kunkler, Karen DICKSON, BRIAN - (746876) $5,533.68 PINES, ZARA ANNE - (721758) RATHMANNER, CASEY Morgester, Christine (743350) $5,206.77 GRIFFETH, JEFFREY PRATT (727000) Fierstos, Suzanna GRIMES, STANLEY MARK $5,055.36 (744609) Isaacson, Stephanie CORNETT, ERIC FISK - (724116) $4,312.86 BRYANT, MARGARET ISOBEL (127928) Neville, Katherine TAYLOR, CEARSTIN - (752235) $4,297.38 LEACH, SUSAN J - (692446) Ramirez, Edward KEZELE, WILLIAM - (691414) $4,098.66 BLAISDELL, JERRY - (670431) Durre, Michael $3,344.52 Taylor, Cearstin $2,476.20 Griffeth, Tyson $2,201.58 Wolden, Julie $2,156.30 Gendvilas, Tony
5,122.69 4,310.40 $78,026.52 $41,197.29
3,470.58 $27,887.88 $20,757.84 3,105.18 $19,712.88
2,335.20 $11,396.58 $10,250.28
1,892.10 $9,297.33 $8,565.00 1,885.03 $7,250.01
1,773.27 $7,055.88 $6,943.48 1,695.20 $6,583.20 $5,955.42
1,243.41 $4,837.14 $4,321.86
1,109.92 786.38 640.00 504.00 451.33
Quarter to Date Numbers (as of week 17)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steve
66.5% Jones, Eric
64.1%
Cornett, Eric
37.5% Bringhurst, Angela
59.3%
Thurston, Doug
28.5% Durre, Michael
53.0%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
QTD Net Sales Credits
Thurston, Doug
$78,026.52 Isaacson, Stephanie
10,728.37
Brink, Don
$41,197.29 Morgester, Christine
10,215.22
Jones, Eric
$27,887.88 Buschman, Roxana
10,199.21
Fierstos, Suzanna
8,036.02
Bringhurst, Angela
$20,757.84 Bringhurst, Angela $19,712.88 Leach, Susan
Dickson, Brian
$11,396.58
Fierstos, Suzanna
7,396.29
Pines, Zara Anne
$10,250.28
Kunkler, Karen
5,624.15
Gifford, Troy
4,622.76
7,759.28
Rathmanner, Casey
$9,297.33
Griffeth, Jeffrey
$8,565.00 Jones, Eric $7,250.01 Wolden, Julie
3,971.46
$7,055.88 Wollen, Gordon $6,943.48 Thurston, Derek
3,759.33
2,695.35
Leach, Susan
$6,583.20 Moote, Elizabeth $5,955.42 Griffeth, Terri
Kezele, William
$4,837.14 Durre, Michael
2,020.73
Grimes, Stan Cornett, Eric Bryant, Margaret Taylor, Cearstin
3,820.07
2,851.31
2,320.58
Year to Date Numbers (as of Week 17)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
24.9% Rathmanner, Casey
31.9%
Alley, Mike
22.3% Bringhurst, Angela
24.7%
Kezele, William
17.9% Griffeth, Jeffrey
19.9%
Top 15 Openers
YTD - 2017 Sales
Brink, Don
$205,184.36
Thurston, Doug
$152,224.09
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
64,991.26
Buschman, Roxana
35,209.53
Morgester, Christine
34,653.39
Leach, Susan
27,068.41
Kunkler, Karen
26,029.48
Wollen, Gordon
18,485.60
Gifford, Troy
16,977.75
Hansen, Brian
14,930.69
Bringhurst, Angela
14,480.35
Fierstos, Suzanna
10,782.55
Jones, Eric
10,173.98
Pines, Zara Anne
$80,707.87
Hansen, Brian
$76,293.41
Bryant, Margaret
$67,743.25
Dickson, Brian
$60,272.26
Jones, Eric
$42,199.68
Bringhurst, Angela
$37,464.48
Fierstos, Suzanna
$26,434.68
Gunness, Thomas
$26,237.91
Griffeth, Tyson
$22,122.12
Griffeth, Jeffrey
$21,529.98
Grimes, Stan
8,710.21
Cornett, Eric
$21,052.65 Canals, Gabriel $20,985.50 Wolden, Julie
Rathmanner, Casey
$20,968.86 Pace, Stephen
7,861.99
Dickson, Brian
9,174.05
8,344.40
May 2017 Sun
Week 18
Mon
1
Tue
2
Week 19
8
3
Thu
4
Fri
5
Sat
6
Territory Wide Race Event President’s Club and Leaders Conference— Idaho Harmony Class Spain/Portugal
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
7
Wed
Call Clinic 8 - 12 NOON
9
10
11
12
13
President’s Club and Leaders Conference—Spain/Portugal
14
21
28
Week 20
15
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Week 21
Week 22
22
29
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Territory Office Closed
Opener Class (Lake Oswego)
16
17
18
Call Clinic 8 - 12 NOON
19
20
Call Clinic 8 - 12 NOON
23
24 Enroller Class (Lake Oswego)
30
31 DDP (Lake Oswego)
25
26
27 ADM Qtrly Advanced Class
Call Clinic 8 - 12 NOON
June 2017 Sun
Mon
Tue
Wed
Thu 1
Week 22
Fri
Sat
2
3
9
10
DDP DDP (Lake (Lake Oswego) Oswego)
4
Week 23
5
6
7
8
Territory Wide Race Event
Call Clinic 8 - 12 NOON
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
11
Week 24
12
13
14
15
Idaho Opener Class
16
17
Call Clinic 8 - 12 NOON
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
18
Week 25
19
20
21
22
23 Call Clinic 8 - 12 NOON
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
25
Week 26
26
27
28 Idaho Enroller Class
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
29
30 Call Clinic 8 - 12 NOON
24
2nd Qtr Case 2017 Goal:
44 2017 Actual:
16
36% 2017 Cases 2017 Goal:
259 2017 Actual:
50
19% 2nd Qtr Premium 2017 Goal:
$1,378,003 2017 Actual:
$336,300
24% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$1,300,000
16%
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
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550