Oregon Idaho Pioneers Sept 11, 2018 October 6, 2016
OPEN ENROLLMENT FOR AGENTS IN SEPTEMBER Beginning September 4, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through September 28. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Enrollment Guidelines: During open enrollment in September, salespeople can purchase the following products: •
ISTD 3000; Disability 1000
•
Individual Medical Bridge; Medical Bridge 3000 •
IMB or Medical Bridge 3000 coverage is available for plans 1 or 3 only up to a maximum hospital confinement benefit of $1,000. The Outpatient Surgical Benefit is only limited to option No. 1 under both plans.
•
Cancer Assist; Cancer 1000
•
Critical Illness 1.0
•
Individual Accident, Accident 1.0
•
Gunshot Wound
•
Individual Dental PPO
•
Term Life 1000
•
Whole Life 1000 (Guaranteed issue $12 weekly premium to a maximum of $50,000)
Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application:
ENROLLMENT PHONE NUMBER: 866.580.6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. ET. For more information, please visit PROPR.
Hello Oregon/Idaho Pioneers…
Please remember to use the Reporting App for all of your dials and DM’s. Every Monday. For assistance with using the app, please see Gower.
Report your activity by using the app HERE!
Third quarter business/contracting deadlines Make sure your third quarter business is submitted on time by saving these dates: • New contract submission – Received by Friday, September 21. • Clean manual business – Received by Tuesday, September 25. • Clean census enrollment files – Received by Wednesday, September 26, at 6 p.m. EST.
• New business – Will continue to be processed until Friday, September 28, at 7 p.m. EST. • Clean electronic business – Received by Friday, September 28, at 10 p.m. EST. Make sure you follow licensing guidelines -- You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Get more details on contracting and licensing.
This Week’s New Cases Opened by:
Cameron Behbahany Kelley Rasmussen Carrie Ray (2)
Opener Class at the Territory Office...
Mitch Waddell, Daniel Harms, Jose-Luis Masjuan, Jamie Eldrett, Rod Lawson, Janet Mitchell, Gower Talley, Terra Day, Kate Parsons and David Bessenbacher.
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 36)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$56,757.12
Rathmanner, Casey
$18,537.24
Alley, Mike
$19,494.12
Campbell, Branden
$10,174.08
$4,942.68
Bringhurst, Angela
$4,295.04
Maxwell, Denise
Top 15 Openers
Week 36 Sales
Top 15 Benefit Counselors
WK 36 Net Sales Credits
Brink, Don
$23,534.00 Wollen, Gordon
3,923
Rasmussen, Kelley
$12,165.60 Brink, Don
2,679
Campbell, Branden
$9,995.28 Kramer, Cassandra
2,471
Ray, Carrie
$6,371.64 Husen, Kayla
2,230
Thurston, Doug
$3,818.80 Kunkler, Karen
1,824
Bringhurst, Angela
$3,532.80 Taylor, Cearstin
1,791
Hillier, Shane
$3,391.68 Gifford, Troy $2,711.28 Hillier, Shane
1,277
Ford, Brook
1,187 957
Pines, Zara
$1,573.38 Peterson, Kimberly $1,406.94 Fleener, Lois
Stubbs, Jason
$1,347.12 Isaacson, Stephanie
885
Maxwell, Denise
$1,306.08 Harms, Daniel $1,219.66 Bringhurst, Angela
756
$1,126.44 Buschman, Roxana $1,058.58 Stubbs, Jason
502
Taylor, Mary
Taylor, Cearstin Wolden, Julie Griffeth, Tyson
941
686 471
Quarter to Date Numbers (as of Week 36)
QTD Top DGA’s by % of Plan Alley, Mike
QTD Top ADM’s by % of Plan
156.8%
Campbell, Branden
250.5%
Thurston, Doug
79.2%
Rathmanner, Casey
210.4%
Cornett, Eric
68.6%
Gray, Jeff
141.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$239,735.40 Isaacson, Stephanie
57,420
Pines, Zara
$142,770.80 Losada Monroy, Raquel
25,907
Campbell, Branden
$134,715.72 Griffeth, Jeff
22,716
Rasmussen, Kelley
$119,374.35 Kunkler, Karen
20,720
Bryant, Margaret
$101,941.53 Wolden, Julie
19,552
Thurston, Doug
$45,816.86 Pratt, Jared
19,375
Burkett, James
$42,767.26 Gifford, Troy
17,758
Rathmanner, Casey
$37,033.44 Fleener, Lois
17,247
Ray, Carrie
$27,273.63 Blair, Bill
16,656
Gray, Jeff
$19,550.40 Wollen, Gordon
15,856
Behbahany, Cameron
$18,883.56 Kramer, Cassandra
15,744
Maxwell, Denise
$18,518.21 Morgester, Christine
14,380
Hillier, Shane
$17,826.48 Buschman, Roxana
13,042
Ford, Brook (765601)
$16,313.70 Myers, Jan
11,753
Griffeth, Jeff
$14,937.96 Brink, Don
11,278
Year to Date Numbers (as of Week 36)
YTD Top DGA’s by % of Plan Bringhurst, Steve
YTD Top ADM’s by % of Plan
117.5% Bringhurst, Angela
162.2%
Alley, Mike
96.9% Rathmanner, Casey
96.7%
Cornett, Kevin
57.1% Campbell, Branden
94.6%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$615,039.26
Isaacson, Stephanie
Pines, Zara
$325,436.28
Kunkler, Karen
95,820
Bringhurst, Angela
$312,150.66
Losada Monroy, Raquel
68,941
Campbell, Branden
$222,509.46
Buschman, Roxana
67,650
Bryant, Margaret
$218,066.69
Morgester, Christine
62,231
Thurston, Doug
$190,451.58
Leach, Susan
60,761
Rathmanner, Casey
$138,472.67
Wolden, Julie
53,535
Rasmussen, Kelley
$138,427.96
Wollen, Gordon
52,270
Gifford, Troy
$113,826.68
Griffeth, Jeff
50,127
Dickson, Brian
$102,183.23
Gifford, Troy
41,738
150,048
Jones, Eric
$98,956.82
Myers, Jan
37,665
Griffeth, Jeff
$98,321.25
Brink, Don
36,914
Shipman, Jeff
$94,559.33
Kramer, Cassandra
33,517
Bilgen, Lisa
$83,541.24
Jones, Eric
31,736
Waldram, Matthew
$72,960.66
Blair, Bill
28,936
Year to Date Numbers (as of Week 36)
Top 5 Coordinators
WK 36 Net Sales Credits
Ballweber, Theresa
4,194
Talburt, Marci
1,716
Gross, Lynsay
542
Hillier, Shane
339
Ward, Sue
321
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
55,869
Talburt, Marci
22,599
Bryant, Margaret
12,417
Gifford, Troy
8,418
Gross, Lynsay
5,993
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 181,162
Talburt, Marci
70,073
Bringhurst, Angela
32,800
Gifford, Troy
30,785
Bryant, Margaret
27,206
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
45
95.7%
2018 Cases 2018 Goal:
249 2018 Actual:
188
75.5% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$1,426,830
81.3% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$5,005,953
56.9%
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