October 5, 2022 Newsletter

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PREPARINGFORYOURENROLLMENTSWITHAWSENGAGENOW COORDINATOR BEST PRACTICES & BENEFIT COUNSELOR BEST PRACTICES Here are some examples of questions answered on Propr: • How do I get removed from a Harmony shell? • What is an Employer Code? • How do I add customizations to my enrollment phone line? • Who can use AWS Engage Now? • Will the new Harmony customizations work with any other phone system? • How do I receive calls using AWS Engage Now? Visit Propr for MUCH more information AWS ENGAGE NOW TROUBLESHOOTING CALL THE SERVICE DESK (800) 438-6423 OPTION 2, OPTION 5
New Cases Opened This Week: Justin Cordova G Cagney Erickson C Elliot Kirk Corey Palmer C C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator
"In October any wonderful unexpected thing might be possible."
Elizabeth George Speare

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!

Date Home Office School

April 5 Advanced Rep School

April 19 ADM New Manager School

May 17 DGA New Manager School

Advanced Rep School

19 ADM New Manager School

ADM/DGA Partnership

DGA New Manager School

school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and

following

fundamentals of our business.

and drive content for each school

leaders

for each school

will begin in second quarter, specific

be met

an opportunity for our reps and managers to leverage their peers for best

schools

or

overcoming

blocks.

FieldDevelopmentisexcitedtohostfourfield-supportingschools in2022: • Advanced Rep School • ADM New Manager School • DGA New Manager School • Newly-revamped ADM/DGA Partnership Training Each
development, and
the
Field
and consultants will present
along with home office subject matter experts. Schools
qualifications
must
in order to attend. The
are
practice sharing and
stumbling
For qualifications, visit Propr,
check out the video: https://player.vimeo.com/ video/689042130
July 12
July
July26
Aug 16

Week to Date Numbers

Names in blue

WTD Top DGA

first

WTD TopADM

Thurston, Doug $107,831.10

Maxwell, Denise $25,165.86

Naugle, Ty $24,356.04

Canals, Gabriel $37,846.62

Curry, John $16,675.56

Jones, Amanda $14,128.08

Top 15 Openers Week 39 Sales

Brink, Don $24,840.76

Bryant, Margaret $17,661.85

Betz, Wes $15,426.75

Erickson, Cagney $14,126.85

Cornett, Eric $11,409.60

Kirk, Elliot $9,862.56

Gifford, Troy $9,213.30

Campbell, Branden $8,149.80

Day, Terra $4,959.09

Taylor, Todd $4,696.71

Ray, Carrie $4,200.36

Taylor, Mary $4,154.99

Gurney, Brenda $3,787.08

Snider, Jason $3,701.48

Canals, Gabriel $3,564.48

Top 15 Benefit Counselors

Smith, Pamela 5,503

Maccabee, Amber 4,288

Gifford, Troy 4,046

Cornett, Eric 3,993

Kinney, David 3,410

Losada Monroy, Raquel 3,405

Kunkler, Karen 3,040

Hadlock, Melissa 2,955

Runtz, Krista 2,894

Morgester, Christine 2,581

Isaacson, Stephanie 1,944

Snider, Jason 1,884

Buschman, Roxana 1,410

Peterson, Kimberly 1,329

Taylor, Todd 1,292

(as of Week 39)
’s
’s
WK 39 Net Sales Credits
denote agents within
52 weeks.

Quarter to Date Numbers (as of Week 39)

QTD Top DGA

Plan

Maxwell, Denise 173.0%

Naugle, Ty

Jones, Eric

Top 15 Openers QTD - 2022 Sales

Brink, Don

$377,643.79

Campbell, Branden $283,009.80

Bryant, Margaret

Ford, Brook

Steele, Andrew

Ballweber, Theresa

Erickson, Cagney

Hayes, Shawnee

Kirk, Elliot

Gifford, Troy

Cordova, Justin

Canals, Gabriel

Taylor, Mary

Betz, Wes

Bilgen, Lisa

QTD TopADM

Curry, John

Weiland, Abigail

Jones, Amanda

by

Plan

$163,706.86

$59,289.87

$52,174.02

$41,380.50

$40,282.92

$37,648.68

$37,149.24

$35,717.02

$35,668.11

$33,972.58

$33,342.10

$32,195.80

$30,349.41

Top 15 Benefit Counselors QTD Total Net Sales Credit

Losada Monroy, Raquel 62,092

Isaacson, Stephanie 51,282

Hadlock, Ken 49,279

Smith, Pamela 37,409

Kinney, David 33,410

Kunkler, Karen 28,101

Maccabee, Amber 27,763

Gifford, Troy 24,011

Cornett, Eric 23,047

Buschman, Roxana 21,774

Ford, Brook 19,314

Cottle, Craig 19,060

Mitchell, Jeff 16,105

Miller, Tricia 13,979

Canals, Gabriel 12,867

’s by % of
157.6%
107.8%
’s
% of
247.9%
168.3%
161.1%

Naugle,

Maxwell, Denise

Thurston,

Top 15 Openers

Brink, Don

Campbell, Branden $518,021.01

Bryant, Margaret $403,113.00

Bilgen, Lisa $116,615.43

Betz, Wes $100,466.17

Ballweber, Theresa $88,025.07

Gifford, Troy $87,719.90

Erickson, Cagney $86,550.66

Steele, Andrew $79,573.62

Webb, Tiffany $75,466.82

Runtz, Krista $74,087.18

Ford, Brook $65,533.17

Taylor, Mary $64,866.87

Bringhurst, Angela $63,176.09

Day, Terra $62,229.90

Weiland,

Top 15 Benefit Counselors

Kinney, David 142,335

Losada Monroy, Raquel 141,189

Isaacson, Stephanie 138,737

Hadlock, Ken 106,688

Kunkler, Karen 100,834

Smith, Pamela 86,840

Maccabee, Amber 81,606

Buschman, Roxana 54,898

Gifford, Troy 47,117

Cottle, Craig 44,984

Miller, Tricia 44,662

Betz, Wes 30,385

Runtz, Krista 30,350

Mitchell, Jeff 29,965

Cornett, Eric 27,852

Year to Date Numbers (as of Week 39) YTD Top DGA’s by % of Plan
Ty 118.5%
97.9%
Doug 66.0% YTD TopADM’s by % of Plan Curry, John 152.6%
Abigail 120.2% Canals, Gabriel 66.2%
YTD - 2022 Sales
$1,588,317.34
YTD Total Net Sales Credit
Year to Date Numbers (as of Week 39) Top 5 Coordinators WK 39 Net Sales Credits Ballweber, Theresa 7,753 Talburt, Marci 3,007 Bonner, Lynn 1,788 Bryant, Margaret 1,380 Gifford, Troy 1,179 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 112,938 Talburt, Marci 31,904 Bryant, Margaret 16,289 Gifford, Troy 6,687 Cornett, Eric 6,309 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 306,179 Talburt, Marci 85,682 Bryant, Margaret 40,955 Bonner, Lynn 22,545 Gifford, Troy 14,333
2022 Cases 2022 Goal: 350 2022 Actual: 132.5 cases 37.8% 3rd Qtr Premium 2022 Goal: $2,352,996 2022 Actual: $2,186,289 92.9% 2022 Premium 2022 Goal $9,950,000 2022 Actual: $6,104,911 61.3% 3rd Qtr Cases 2022 Goal: 89 2022 Actual: 42 47.1%

THE CORE

Colton

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 Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@ColonialLife.com 5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550
TEAM

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