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Week 52 Newsletter Scott E. Nielsen Territory Sales Manager

POWER WEEK Kick O ff Monday, January 6th 9 am (PST) 1-888-238-7803 3360253#


4Q Sales

2013 Sales

550.6% LB Christensen, ADM

403.5% Brian Roderick, ADM

333.2% Brian Roderick, ADM

333.2% Christine May, ADM

316.6% Sandy Ayers, ADM

316.6% LB Christensen, ADM

252.5% Christine May, ADM

252.5% Sandy Ayers, ADM

366.9% Luann Davis, DGA

326.7% Randy Dahl, DGA

306.2% Kent Sherman, DGA

261.6% Kent Sherman, DGA

299.1% Randy Dahl, DGA

225.8% Gene Amos, DGA

225.8% Gene Amos, DGA

144.0% Luann Davis, DGA

177.2% Joel Newman, DGA

143.7% Joel Newman, DGA

116.7% Pamela Whitfield, DGA

119.0% Pamela Whitfield, DGA


Run Through the Warehouse first quarter contest Jan. 1 – March 29, 2014 You’ve seen it before, and we’ve brought it back! The fast, fun and electrifying grand prize, Run Through the Warehouse contest is on. Get in shape, put on your running shoes and get ready to pull down some serious prizes and merchandise as you run through the prize point warehouse. Grand Prize – Run Through the Warehouse Our top 20 winners and their guests will spend three nights at the ritzy and luxurious Four Seasons Hotel Chicago, June 20 through 23, 2014. While there, you’ll participate in a dash for stash, running through the prize point warehouse, grabbing as much merchandise as you can. Then, it’s a race to the finish line. Great food, fun and friends are in store for our grand prize winners. Other prize winners will receive the following: •Level 1 – 250,000 prize points •Level 2 – 100,000 prize points Read the contest brochure to find out how you can qualify for this amazing Run Through the Warehouse first quarter contest. And don’t forget to check out the ritzy Four Seasons Hotel Chicago.


Week 52

4th Quarter

2013

2 New Cases

53 New Cases

153 New Cases

3 New Contracts

51 New Contracts

125 New Contracts

$117,204 Total AP

$2,103,948 Total AP $4,513,114 Total AP $20K Producers: 14

$20K Producers: 245

$50K Producers: 9

$50K Producers: 13

$80K Producers: 5

$80K Producers: 8

$400K Districts: 2

$400K Districts: 4


We e k l y A cco u nt P r e m i u m #1 Rookie

#1 Veteran

#1 ADM

#1 DGA WTD

Brian Roderick

Joel Newman

Sandy Ayers

Kent Sherman

Q u a r te r l y A cco u nt P r e m i u m #1 Rookie

#1 Veteran

#1 ADM QTD

#1 DGA QTD

Tiffany Perry

Joel Newman

Laura-Beth Christensen

Joel Newman

Pe r ce nt o f S a l e s P l a n #1 ADM QTD

#1 ADM YTD

#1 DGA QTD

#1 DGA YTD

Laura-Beth Christensen

Brian Roderick

Luann Davis

Randy Dahl


Announcing the date & location of our

2014 Territory Kick Off Meeting! WHEN: Friday, January 24th, 2014 WHERE: Newcastle Golf Course! 15500 Six Penny Lane Newcastle, WA 98059

Formal invitation will be sent out the beginning of January, 2014


Topics Covered

2014 Compensation Update Product Updates & Underwriting Public Sector Video Messages from CEO & VP’s Home Office Presentations Direct & Broker Sales 2013 Awards & Recognition 2014 Contest & Incentives 2015 Leaders Conference Location Announcement

Preliminary Agenda 9:00 AM – 12:00 PM: Managers Meeting (ADMs & DGAs)

1:00 PM – 6:00 PM Territory Kick-Off Meeting (Entire Territory) 6:00 PM – 6:30 PM Cocktail’s & Hors d'oeuvres* 6:30 PM Dinner, Awards & Entertainment*

*Spouses and significant others are encouraged to attend

DRESS CODE: Business attire, no jeans, sneakers… you know the drill 


UPDATED GROUP MEDICAL BRIDGE QUOTE TOOL With Employer Savings Analyzer The Employer Savings Analyzer tab can help you illustrate the employer’s annual potential cost savings with Group Medical Bridge as part of their health care plan solution. If you saved the previous version of the quote tool offline, you must delete it and replace it with the current version (Colonial Life | New York). The health care cost assumptions have been updated and rating areas are consistent with those established under health care reform, which will allow you to accurately demonstrate the potential value of Group Medical Bridge. Health care reform does not impact Group Medical Bridge and the need for benefits communication and education remains a very relevant part of employee benefit packages.


Check your address to avoid delays We file 1099 information with the Internal Revenue Service, and each year we send your year-end 1099 tax forms to the address we have in our computer system. If your information isn't correct in our system, you won't get your important tax documents and other mail. And without a 1099, you can't file a correct tax return for your Colonial Life income.

Verify your mailing address: Click on Comp & Incentives > My Comp. Click on a compensation statement. Scroll down the page and click on View All Reports. This opens a printer-friendly version of your statement where you can view a cover page and see the address we have on file for you.

Options to update your address: 1. Online: Complete and submit the online form. 2. Email: Send your correct address to salescompensation@coloniallife.com. 3. Phone: Call the Compensation Support Team at 800.438.6423, (Option 2, 3). If you have questions about this initiative, please call 800.438.6423 (Option 2, 3) to speak to a member of the Producer Compensation Support Team.


Financial Protection Toolkit: A RESOURCE GUIDE FOR POSITIONING LIFE & DISABILITY INSURANCE Life and disability insurance help employees and their families achieve financial security by providing a safety net to help maintain their standard of living if the unexpected occurs. With these products, employees can focus on what really matters – not on how the bills will get paid. Use this resource guide to quickly and easily identify tools, tips and services to effectively position our life and disability products. Unless noted otherwise, you may find the materials in online ordering.


Physical Corporate Drop

Corporate

via Online Ordering Propr > Marketing > Online Ordering > Browse Catalog > 59666


Drops eCorporate Drop

via MarketingNOW Propr > Marketing > MarketingNow App > Prospecting


Health Care Reform

How is Colonial Life impacted? As health care reform legislation is implemented, we're continuing to study the details of the law and its effect on our marketplace. This is your one-stop-shop for tools and materials you can use to educate yourself and communicate health care reform changes to decision makers, brokers and employees. If you have questions or comments about Colonial Life and health care reform, email us. Guide to Health Care Reform Provisions Guides to help you navigate the provisions of Health Care Reform with Employers.

Small Business Tax Credit General information about employer eligibility; credit amounts; and what is considered health insurance for the credit.

Marketing Materials Here you'll find materials to help you communicate health care reform changes to decision makers, brokers and employees.

Health care reform news you can use Here you'll find news and industry articles related to health care reform and how Colonial Life's health care reform strategy relates.


HEALTH CARE REFORM DROP-OFF NOW AVAILABLE GET IT THROUGH ONLINE ORDERING The heath care reform drop-off piece we used during our summer RACE event proved so popular, we've now made it available to you to use whenever you need it. Use form #101382 in online ordering to use this piece outlining how Colonial Life can help employers and employees with their health care reform-related decisions.


New Form for Requesting Youville Sites Streamlined process Printer-Friendly Version Updated: 11/01/2013

A new streamlined process for requesting custom Youvillesm sites means no longer having to complete a Memorandum of Understanding and have it signed by the decision maker. If you click on "?" on the form, an image of the section of Youville you are referencing will pop up. There's also a link to a printer-friendly version where you can list decision maker preferences.

Just complete the online form, send the logo and all attachments via secure file transfer to Katie Davis. Once Colonial Life has received this completed form and all the information required to build the site (including all of the attachments), a link to the site will be provided within three to five business days for Colonial Life sites, and five to seven days for Colonial Life & Core Benefits sites.


New Agent Resource Center Role-Based Courses New Salespeople Account Openers Coordinators Benefits Counselors Managers

Onboarding Services New to Colonial Life? We’ll help you get started. OnboardingServices@coloniallife.com 800.438.6423 (Option 2, 7, 2) 803.678.6662

Articles to read Propr Site Webinar for New Salespeople Email Support How do I get a laptop? Order Marketing Materials Get Business Cards Get Insurance Benefits

Key Training Areas News and Events Class Registration Continuing Education Credit Faculty & Staff The Playbook System Public Sector

ADD THIS TO YOUR CALENDAR!

Propr Webinar for New Salespeople Get the hang of our website Every Monday and Thursday at 11 a.m. PST, the Onboarding Services Team conducts a webinar to help our new salespeople get familiar with the My Colonial Life Propr website. If you would like to join: Call: 888.238.7803 Access Code: 2136933# Click here to watch the webinar

’


New Salesperson As a new salesperson, it's hard to learn all the information you need and still retain what you've learned. The best approach is to take the training before you use it. That way the material is fresh in your mind and you're able to apply what you've learned. Check out the Just-In-Time training courses setup for a new salesperson. View Courses

Manager It's important to make sure your sales representatives have all the facts they need to know about selling our products. Download our Just-In-Time training lessons and present them during team meetings to your representatives. View Courses

Account Opener Openings and/or maintaining a relationship with an account is important for an Account Opener. With our Just-In-Time training, you can learn how we match up against our competition, ways to sell to the employer and, of course, how to generate leads to close a sale. View Courses

Benefits Counselor When enrolling employees in Colonial Life or Paul Revere products it’s important that you understand our flexible benefits services, our value proposition, the benefits landscape and how to enroll with our enrollment options. With our Just-In-Time training lessons, we have organized special courses to help enhance your skills as a Benefits Counselor and ways you can increase your sales. View Courses *Skip the ‘(NY)’ links. This is for Paul Revere products that are specific to New York State.


Welcome to Colonial Life Agent Name

Kris Hvatum Melanie Elder Michelle Nam William Schoeknecht Joan Halbert Stephanie Lafrance Dwight Bartlett Ken Primus David Scattum Mae Cirillo Edna Timario Olyvia Vesquez Gene Amos Jannell Ryan Robert Anderson David Kusler Reena Graham Michael Workman Elaina Chin Ryan Carlisle Terry Blagg Jessika Sutcliff John Brandon Kalani Lagao Kevin Gunn Zachery Vincent Sandy Ross Amanda Manning Habib Thompson Andrea Johnson Renee Ramos Shauna Pendleton John Doll Perrin Walker Donna Hibbard Michael Vaughn Monica Moline Stuart Funk Deborah Doherty Dennis Leach Mark Morgan Laurie Eller Jung Vaughn

Contract Start Date

10/03/2013 10/03/2013 10/11/2013 10/17/2013 10/17/2013 10/17/2013 10/17/2013 10/21/2013 10/22/2013 10/22/2013 10/22/2013 10/24/2013 10/24/2013 10/24/2013 10/25/2013 10/28/2013 10/31/2013 10/31/2013 11/01/2013 10/31/2013 11/05/2013 11/11/2013 11/13/2013 11/18/2013 11/08/2013 11/08/2013 11/08/2013 11/22/2013 11/25/2013 11/25/2013 11/22/2013 12/02/2013 12/05/2013 12/05/2013 12/09/2013 12/02/2013 12/09/2013 12/11/2013 12/12/2013 12/10/2013 12/16/2013 12/16/2013 12/16/2013

DGA

Kent Sherman Kent Sherman Kent Sherman Kent Sherman Randy Dahl Randy Dahl Luann Davis Luann Davis Kent Sherman Kent Sherman Kent Sherman Luann Davis DGA Kent Sherman Luann Davis Randy Dahl Randy Dahl Donna Schwalbe Joel Newman Randy Dahl Kent Sherman Kent Sherman Donna Schwalbe Pamela Whitfield Pamela Whitfield Luann Davis Gene Amos Gene Amos Joel Newman Luann Davis Luann Davis Randy Dahl NO DGA Randy Dahl Kent Sherman Randy Dahl Kent Sherman Kent Sherman Kent Sherman Gene Amos NO DGA Pamela Whitfield Randy Dahl

ADM

Renee Robertson Michael Brown Renee Robertson Sandy Ayers Brian Roderick Brian Roderick Melissa Warren Jeff Hoener Michael Brown Michael Brown Michael Brown Jeff Hoener Sandy Ayers Christine May Brian Roderick Brian Roderick NO ADM LB Christensen Brian Roderick NO ADM NO ADM NO ADM NO ADM NO ADM Jeff Hoener ADM Sandy Ross LB Christensen Christine May Rosa Ouren ADM -Brian Roderick Sandy Ayers Brian Roderick Sandy Ayers Jennifer McGreevy Sandy Ayres ADM NO ADM NO ADM Brian Roderick


Year to Date CONTRACT-O-METER 100%

90%

80%

*ZERO* Remaining to hit goal

70%

60%

50%

40%

30%

20%

Recruiting Training Bonus 4-6 % override from each recruit you bring on board For additional information, email Olivia Jones for the RTB Comp plan

10%

0% 1


WEEK TO DATE WEEK 52


TOP 5 BENEFIT COUNSELORS -

TOP 15 OPENERS - WTD AP

By Sales Credits

1 NEWMAN, JOEL NEIL

$

14,295

1 ROBBERSON, LISA

4,750

2 WHITFIELD, PAMELA

$

12,889

2 VINCENT, ZACHARY

4,397

3 EUSTON, HEATHER

$

11,971

3 COPLE, PAM

3,713

4 FELLER, TERESA

$

11,633

4 RODERICK, BRIAN

3,292

5 DRAKE, KATHRYN

$

9,061

5 TAYLOR, DAVID

3,210

6 CHRISTENSEN, LB

$

8,593

7 RODERICK, BRIAN

$

7,212

1 AYERS, SANDY

$

42,274

8 DONALDSON, AARON

$

5,570

2 RODERICK, BRIAN

$

16,619

9 MAY, CHRISTINE

$

4,899

3 MAY, CHRISTINE

$

8,528

10 BUCHOLTZ, JUDY

$

4,483

4 CHRISTENSEN, LB

$

8,004

11 MCGRANN, THOMAS

$

3,629

5 ROBERTSON, RENEE

$

3,514

12 CORRY, DAVID JOHN

$

3,487

13 AYERS, SANDRA L

$

3,454

1 SHERMAN, KENT

$

45,788

14 KUSHNICK, GORDON

$

3,111

2 NEWMAN, JOEL

$

22,299

15 COTTLE, CRAIG

$

2,610

3 WHITFIELD, PAMELA

$

17,276

TOP 5 ADMs - WTD AP

TOP 3 DGAs - WTD AP


QUARTER TO DATE WEEKS 40 THRU 52


TOP 5 BENEFIT COUNSELORS -

TOP 5 ROOKIE OPENERS

By Sales Credits

1 PERRY, TIFFANY

$

71,327

1 GOTHAM, TERRY

57,146

2 PATRICK, RONDA

$

62,409

2 ROBBERSON, LISA

53,770

3 RAMIREZ, ANGELA

$

61,487

3 CARDENAS, LUIS

51,989

4 AMOS, GENE

$

36,574

4 DONALDSON, AARON

40,475

5 RODERICK, BRIAN

$

35,060

5 STRICKLAND, VALORIE

40,034

TOP 5 VETERAN OPENERS 1 NEWMAN, JOEL

$

330,902

2 CHRISTENSEN, LB

$

282,954

3 WHITFIELD, PAMELA

$

244,031

4 MAY, CHRISTINE

$

152,333

1 CHRISTENSEN, LB

550.6%

5 FELLER, TERESA

$

111,027

2 RODERICK, BRIAN

333.2%

3 AYERS, SANDY

316.6% 252.5%

TOP 5 ADMs

TOP 5 ADMs QTD % of PLAN

1 CHRISTENSEN, LB

$

418,445

4 MAY, CHRISTINE

2 AYERS, SANDY

$

386,289

5 WHITE, SHANNON

3 RODERICK, BRIAN

$

204,911

4 MAY, CHRISTINE

$

189,366

5 WHITE, SHANNON

$

38,862

TOP 3 DGAs

47.2%

TOP 3 DGAs QTD % of PLAN

1 NEWMAN, JOEL

$

755,642

1 DAVIS, LUANN

366.9%

2 SHERMAN, KENT

$

416,486

2 SHERMAN, KENT

306.2%

3 WHITFIELD, PAMELA

$

360,460

3 DAHL, RANDY

299.1%


YEAR TO DATE WEEK 1 THRU 52


TOP 25 OPENERS - YTD

TOP 5 ADMs

1 NEWMAN, JOEL

$

754,854

1 AYERS, SANDY

$

925,187

2 CHRISTENSEN, LB

$

430,703

2 CHRISTENSEN, LB

$

602,814

3 WHITFIELD, PAMELA

$

406,879

3 RODERICK, BRIAN

$

378,876

4 AYERS, SANDRA L

$

359,537

4 MAY, CHRISTINE

$

281,917

5 CORRY, DAVID

$

183,239

5 WHITE, SHANNON

$

117,064

6 MAY, CHRISTINE

$

180,553

7 FELLER, TERESA

$

168,491

1 NEWMAN, JOEL

$

1,401,736

8 RAMIREZ, ANGELA

$

153,240

2 SHERMAN, KENT

$

981,035

9 BUCHOLTZ, JUDY

$

141,930

3 WHITFIELD, PAMELA

$

793,468

10 MCGRANN, TOM

$

114,776

11 DONALDSON, AARON

$

96,200

1 RODERICK, BRIAN

403.5%

12 RODERICK, BRIAN

$

93,857

2 CHRISTENSEN, LB

280.4%

13 ANDERSON, JOHN

$

84,597

3 AYERS, SANDY

274.5%

14 COTTLE, CRAIG

$

81,959

4 MAY, CHRISTINE

141.0%

15 PATRICK, RONDA

$

78,560

5 WHITE, SHANNON

16 PERRY, TIFFANY

$

71,327

17 KERNIE, JOHN C

$

62,821

1 DAHL, RANDY

326.7%

18 DRAKE, KATHRYN C

$

58,083

2 SHERMAN, KENT

261.6%

19 TORNBERG, KURT

$

56,923

20 GOTHAM, TERRY

$

54,129

3 AMOS, GENE 225.8% TOP 5 BENEFIT COUNSELORS - By Sales

21 FULLER, MELANIE

$

39,722

1 GOTHAM, TERRY

141,742

22 JOHNSON, JOLENE

$

39,699

2 CARDENAS, LUIS

95,276

23 ANDERSON, DAVID

$

37,946

3 ROBBERSON, LISA

94,574

24 AMOS, GENE

$

36,574

4 DONALDSON, AARON

80,702

25 DAVIS, LUANN E

$

35,380

5 STRICKLAND, VALORIE

79,269

TOP 3 DGAs

TOP 5 ADMs YTD % of Plan

51.0%

TOP 3 DGAs YTD % of Plan

Credits


THE PRODUCT REPORT 2013 Group Accident 0.2%

Accident Care 0.2%

UL Generation 3 0.0%

UL Generation 4 1.9% Group Term Life 1.0 0.5%

MB3000 2.5%

Whole Life 1000 2.5% Group Critical Care 1.0 2.7%

Critical Illness 1.0 4.2% DI 1000 28.5%

Group Disability 4.6% Term Life 1000 8.0%

Accident 1.0 27.2%

Cancer 1000 8.8% Group Medical Bridge 1.0 8.3%

Product UL Generation 3 Group Accident Accident Care Group Term Life 1.0 UL Generation 4 MB3000 Whole Life 1000 Group Critical Care 1.0 Critical Illness 1.0 Group Disability Term Life 1000 Group Medical Bridge 1.0 Cancer 1000 Accident 1.0 DI 1000 Total

2013 SALES $ 408 $ 7,561 $ 11,159 $ 22,986 $ 84,603 $ 111,437 $ 112,559 $ 120,597 $ 190,316 $ 208,401 $ 361,225 $ 373,911 $ 396,974 $ 1,225,970 $ 1,285,004 $ 4,513,113


THE MARKET REPORT 2013 Large Commercial 1.95%

Public Sector 4.41%

Individual 0.15%

Small Commercial 50.71%

Medium Commercial 42.78%

Market

2013 SALES

Individual

$

6,678

Small Commercial

$

2,288,527

Medium Commercial

$

1,930,769

Large Commercial

$

87,983

Public Sector

$

199,157

Total

$

4,513,114


Set a pace to drive sales premium, and you’ll be honored with a prestigious Premium Pacesetters Award. Use your exceptional selling skills in the marketplace so you can be one of the select winners in this exclusive program.

NEW SALES REPRESENTATIVE QUALIFICATIONS If you’re a new sales rep in your first 52 weeks with Colonial Life, you have six levels of qualifications, starting with Silver and running all the way up to Diamond. When you reach each level, you’ll receive a special award for that achievement. Eligible contracts: Qualification Silver Gold Platinum Ruby Emerald Diamond Agency Sales Reps Opener new Public Sector Sales Reps account net $10,000 $25,000 $50,000 $75,000 $100,000 $150,000 District Development Managers sales premium

SALES REPRESENTATIVE QUALIFICATIONS You have six levels of qualifications to strive for each quarter. Set your pace now to increase your premium and aim for the top – the Diamond Award. At the end of each quarter, you’ll receive an award for the level you’ve achieved. Sales reps with $1,000,000 in annualized opener new account net sales premium will receive a Diamond Award at the end of the year. Eligible contracts: Agency Sales Reps Qualification Silver Gold Platinum Ruby Emerald Public Sector Sales Reps Opener new District Development Managers account net $20,000 $50,000 $75,000 $100,000 $250,000 *Must have a BQI of 75% or greater sales premium

SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards. At the end of each quarter, you’ll receive an award for the level you’ve achieved. Managers who achieve 100 percent of annual sales plan will receive a Diamond Award at the end of the year. Set your target to finish the year as a Diamond Award winner. Eligible contracts: Silver Gold Platinum Ruby Emerald District General Agents Achieve Achieve Achieve Achieve Achieve Public Sector Managers quarter-to$50,000 over $100,000 $175,000 over $250,000 Agency Development Managers date sales quarter-toover quarterquarter-toover quarterplan date sales to-date sales date sales to-date sales Public Sector Assistant Managers *Must have a BQI of 75% or greater

plan

plan

plan

plan


2014 Presidents Club & Leaders Conference

Do you know how you qualify for this trip‌ see next page!


2014 Presidents Club & Leaders Conference Rookies Sales Reps Qualifications · Must produce a minimum of 250,000 net sales credits. Or

Sales Rep Qualifications · Must open 14 new accounts. · Must obtain $200,000 in opener new account net sales premium.

Or

· Must open 10 new accounts · Must obtain $140,000 in opener new account net sales premium.

Net Sales Credits 275,000 to 299,999 300,000 to 349,999 350,000+

New Account

Net New Account Sales Premium

6 4 N/A

$25,000 $20,000 N/A

Benefit Counselor Qualifications · Must produce a minimum of $550,000 in enroller net sales premium.

Agency Development Manager Qualifications · Must achieve a minimum in sales premium and must have the specified number of Openers (see below): *Contracted in 2013 - $250,000 and 1 Opener *Contracted in 2012 (Q4) - $275,000 and 2 Openers *Contracted in 2012 (Q1-3) - $325,000 and 2 Openers *Contracted in or before 2011 - $425,000 and 2 Openers · Must have 4 new contracts. · Must achieve 100% of annual sales plan.

District General Agents Qualifications · Must achieve a minimum in sales premium of : Contracted in 2013 - $350,000 Contracted in 2012 (4Q) - $425,000 Contracted in 2012 (Q1-3) - $500,000 Contracted in or before 2011 - $700,000 · Must have specified number of Openers achieve $50,000 in opener net new account sales premium: Small - 1 Medium, Large and Premier - 2 · Must have 6 new contracts · Must achieve 100% of annual sales plan

*all qualifiers must have a Business Quality Indicator of at least 75%.


Territory Contacts & Resources Territory Office 707 S. Grady Way Suite 550 Renton, WA 98057

Scott E. Nielsen, Territory Sales Manager SENielsen2@ColonialLife.com Cell: 206-999-2496 Meghan C. Monroe, Territory Executive Assistant MCMonroe@ColonialLife.com Direct: 425-336-0255 Al Reiter, Regional Instructor ALReiter@ColonialLife.com Cell: 425-707-6800 Olivia M. Jones, Territory Recruiter OMJones@ColonialLife.com Cell: 425-757-1590 Lisa Robberson, Territory Enrollment Coordinator Lisa.Robberson@ColonialLife.com Cell: 425-770-0186


Home Office Contacts & Resources New Account Service Center They provide support to salespeople setting up news accounts including help with welcome calls, risk classification and new account information. NewAccountServiceCenter@coloniallife.com PH: 800.438.6423 (Option 2, then 2) FX: 800.543.8573

Home Office 1200 Colonial Life Blvd W Columbia, SC 29210

On-Boarding Services New to Colonial Life? They'll help you get started. OnboardingServices@coloniallife.com PH: 800.438.6423 (Option 2, then 7, then 2) FX: 803.678.6662 Underwriting Support Center They assist the field with underwriting questions and inquiries including product rates, plan codes, and product service requests. Underwriting@coloniallife.com PH: 800.438.6423 (Option 2, then 4) PH: 888.668.7967 Account Services Support Center They help with questions about existing accounts such as group billing questions, coverage and premium effective dates, in-force coverage and premiums, and payor discrepancies. AcctSrvsRequests@coloniallife.com PH: 800.438.6423 (Option 2, then 1) FX: 800.543.8573 Enrollment Solutions Support Center This support center provides assistance with the navigation of Propr, software and hardware support, and laptop lease information, as well as support for agent email and enrollment systems, including Harmony. HarmonySupport@coloniallife.com PH: 800.438.6423 (Option 2, then 5) FX: 803.678.5036 Field Supply Support Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials SupplyOrders@coloniallife.com PH: 800.438.6423 (Option 5)


Rainmakers news week 52