Oregon Idaho Pioneers Sept 25, 2018 October 6, 2016
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.
For more information, visit ADA.org/HPI or contact the Health Policy Institute at hpi@ada.org.
This Week’s New Cases Opened by:
Don Brink Eric Cornett (1/2) Kyle Cornett Jeffrey Cotterell Mike Durre (1/2) Brad Gardner Jason Stubbs
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!
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 38)
WTD Top DGA’s Thurston, Doug
WTD Top ADM’s
$114,634.27
Rathmanner, Casey
$31,151.47
Alley, Mike
$58,588.91
McPherson, Stan
$25,631.63
Cornett, Eric
$21,004.20
Canals, Gabriel
$14,739.90
Top 15 Openers
Week 38 Sales
Top 15 Benefit Counselors
WK 38 Net Sales Credits
Wolden, Julie
$50,944.45 Isaacson, Stephanie
15,590
McPherson, Stan
$24,947.99 Granja Flores, Hugo
7,664
Brink, Don
$18,400.28 Parsons, Katherine
5,476
Weiland, Abigail
$15,974.64 Morgester, Christine
5,300
Bryant, Margaret
$13,947.93 Wolden, Julie
4,033
Grimes, Stan
$11,053.56 Kunkler, Karen
3,454
Cornett, Kevin
$9,630.06 Wolf, Bennett $9,314.76 Leach, Susan
3,390 2,993
Thurston, Doug
$8,816.64 Brink, Don $7,154.07 Taylor, Thomas
Ray, Carrie
$6,927.00 Wollen, Gordon
2,146
Pines, Zara
$6,190.57 Griffeth, Jeff $5,908.44 Husen, Kayla
2,115
Cornett, Kyle Cornett, Eric
Bringhurst, Angela Granja Flores, Hugo Gifford, Troy
$5,734.44 Griffeth, Terri $5,624.91 Gifford, Troy
3,375 2,957
1,986 1,895 1,865
Quarter to Date Numbers (as of Week 38)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
212.5%
Rathmanner, Casey
257.5%
Thurston, Doug
103.8%
Campbell, Branden
252.2%
Gray, Jeff
141.6%
Cornett, Eric
Top 15 Openers
97.3%
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$286,004.10 Isaacson, Stephanie
77,551
Pines, Zara
$155,910.48 Wolden, Julie
28,912
Bryant, Margaret
$138,477.95 Losada Monroy, Raquel
27,714
Campbell, Branden
$134,669.16 Griffeth, Jeff
27,596
Rasmussen, Kelley
$120,953.76 Kunkler, Karen
26,274
Thurston, Doug
$82,411.58 Morgester, Christine
23,630
Wolden, Julie
$75,264.99 Wollen, Gordon
21,912
Weiland, Abigail
$44,723.29 Gifford, Troy
19,734
Burkett, James
$43,638.28 Pratt, Jared
19,629
McPherson, Stan
$40,920.21 Fleener, Lois
17,767
Ray, Carrie
$37,845.87 Buschman, Roxana
16,712
Rathmanner, Casey
$37,702.50 Blair, Bill
16,642
Grimes, Stan
$23,040.81 Kramer, Cassandra
15,689
Cornett, Kevin
$22,046.82 Brink, Don
14,692
Maxwell, Denise
$21,546.74 Griffeth, Terri
12,840
Year to Date Numbers (as of Week 38)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
123.7% Bringhurst, Angela
165.9%
Alley, Mike
108.5% Rathmanner, Casey
132.3%
62.6% Campbell, Branden
95.0%
Cornett, Kevin
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$651,639.17
Isaacson, Stephanie
170,179
Pines, Zara
$338,335.30
Kunkler, Karen
101,374
Bringhurst, Angela
$316,713.42
Morgester, Christine
71,481
Bryant, Margaret
$254,495.56
Buschman, Roxana
71,321
Thurston, Doug
$225,127.14
Losada Monroy, Raquel
70,748
Campbell, Branden
$222,462.90
Leach, Susan
66,626
Rasmussen, Kelley
$140,007.37
Wolden, Julie
62,894
Rathmanner, Casey
$139,141.73
Wollen, Gordon
58,327
Gifford, Troy
$125,026.76
Griffeth, Jeff
55,006
Jones, Eric
$104,087.48
Gifford, Troy
43,714
Dickson, Brian
$101,353.28
Brink, Don
40,328
Griffeth, Jeff
$100,469.07
Myers, Jan
38,286
Shipman, Jeff
$94,466.06
Jones, Eric
35,377
Wolden, Julie
$82,904.43
Kramer, Cassandra
33,462
Bilgen, Lisa
$81,263.40
Blair, Bill
28,922
Year to Date Numbers (as of Week 38)
Top 5 Coordinators Ballweber, Theresa
WK 38 Net Sales Credits 11,724
Talburt, Marci
3,194
Bryant, Margaret
1,626
Gross, Lynsay
1,459
Ward, Sue
1,066
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
76,497
Talburt, Marci
28,992
Bryant, Margaret
15,667
Gifford, Troy
10,519
Gross, Lynsay
Top 5 Coordinators Ballweber, Theresa
7,639
YTD Total Net Sales Credit 201,790
Talburt, Marci
76,467
Bringhurst, Angela
33,338
Gifford, Troy
32,886
Bryant, Margaret
30,455
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
58
123%
2018 Cases 2018 Goal:
249 2018 Actual:
201
80.7% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$1,896,853
108% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$5,475,976
62.2%
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