September 2, 2014 Volume 4, Issue 4
Table of Contents Recognition 2 Logo Gear – Embroid Me 6 Territory Contests 9 Inforce Growth 19
Welcome to the Family Deep Thoughts HO Updates LDC & PC/LC
4 7 12 20
Territory Recognition Week 34 Production & Top Achievers Territory Week 34 Cases: 5 Contracts: 12 Premium: $173,557 Territory QTD Cases: 20 Contracts: 27 Premium: $1,155,866 Territory YTD Cases: 75 Contracts: 87 Premium: $5,324,144
Top Producers Susan Hendricks (Amoebas District)
Manny Torres (Cowboys District)
$17,708
$15,072 Ed Gentry (Amoebas District)
$15,065 Top Districts Amoebas (SH)
El Chuco (GZ)
$38,096
$27,777
Rough Riders (MM)
$22,131
Territory Recognition 2014 Premium Target $12,000,000 Territory Sales Chart $6,000,000
$5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $Quarter 1 Quarter 2 Quarter 3 Quarter 4 YTD Total YTD 2014
New Accounts $309,052 $511,678 $265,557
Existing Accounts $1,233,825 $2,113,724 $890,308
Total Premium $1,542,877 $2,625,402 $1,155,866
$1,086,287
$4,237,857
$5,324,145
Welcome to the Family Weeks 33-34 David Barone – ASR – Anasagasti District Anna Casillas – ASR – Anasagasti District Troy Chevalier – ASR – Gallagher District Sharon Dean – ASR – Anasagasti District
Tom Elms – ASR – Thresher District Brent Hatch – ASR – Anasagasti District Ray Hayes – ASR – Anasagasti District Lynne Heckroth – ASR – Marquez District Richard Large – ASR – Anasagasti District Victor Lopez – ASR – Gallagher District Kevin Mohatt – ASR – Towell District Treyce Montoya – ASR – Marquez District Shawn Rouse – ASR – Marquez District
Mary Springer – ASR – Towell District
Welcome to the Family (cont) Are You New to Colonial Life‌? Not sure of your next steps? You have nothing to worry about! Welcome! Click here to get started!
NEW! Recruiting Videos for Potential Candidates
877-486-4930 onboardingservices@coloniallife.com OnBoarding Services now offers additional training webinars every Monday!! Every Monday at 10am (7am AZ time), 11am (8am AZ time) & 1pm (10am AZ time) EST, the Onboarding Services team will conduct a rotating series of national webinars to support managers and their teams.
View Recruiting Video Hub Site Here!
The list of topics, dates and times are located below. We are committed to your growth and success. Gain the knowledge, skills and tools needed to train and develop a successful team by participating in the educational webinars.
Order Business Cards Here!
Start Here - Guide to Personal Success
Get Your Logo Gear Here!
Deep Thoughts by MOE “HANDEY”
Deep Thoughts (cont) Upcoming Education Opportunities 11th
Aug – Sept 26th Sept 4th Sept 5th Sept 5th Sept 8th – 10th Sept 8th – 12th Sept 8th Sept 12th Sept 12th
3 Steps to Recruiting Success – Level 2 – WIN $250! Towell District Field Work Call Clinic (9:00am – 12:00pm) Friday Fundamentals – Setting the Appointment Moe in McLeod District Office Yahtzee RACE Event – WIN up to $375! Call Clinic (1:00pm – 4:00pm) Call Clinic (9:00am – 12:00pm) Friday Fundamentals (DM Presentation)
Friday Fundamentals 1. 2. 3. 4. 5. 6. 7.
**Every Friday, 3:00pm – 5:00pm** 7 Session Class Setting the Appointment DM Presentation Access & Control Presentation to the Employee Maximize the Enrollment Getting Referrals Time Management & Goal Setting
YAHTZEE RACE EVENT 9/8 – 9/12
Territory Contests
Territory Contests (cont)
Territory Contests (cont)
HO Updates
Click Here to Learn More on Propr!
HO Updates (cont) Click Here to Learn More on Propr!
HO Updates (cont) Learn More About these Kits on Propr!
Before you create your own drop piece get approval from HO or check out what has already been created for you!
HO Updates (cont) Download the AD&D Webinar Q&A Here!
HO Updates (cont) Benefits Selling Readers’ Choice Awards Voting is now open for the 2014 Benefits Selling Readers’ Choice Awards. Colonial Life consistently dominates this award program. Brokers have given us 34 top honors in eight years recognizing our products, innovation and service. We want the trend to continue this year. We encourage people who are Benefits Selling subscribers to vote, and we want to encourage brokers who are Benefits Selling subscribers to vote for their favorite carriers as well. We believe Colonial Life has the most potential to place in the following categories: Which carrier is the easiest to work with? Which carrier is best prepared for PPACA (health care reform)? Which technology vendor makes your life the easiest? Voting ends on Sept. 5. You and your brokers can vote by clicking here.
Week 32 Propr Enhancements
HO Updates (cont)
Click Here to learn more about Harmony On The Go
HO Updates (cont)
HO Inforce Growth Corner
Leadership Develeopment Conference
2015 LDC Qualifications District Managers contracted in 2014 Contracted in first quarter o $70,000 in sales premium o 4 new recruits Contracted in second quarter o $60,000 in sales premium o 4 new recruits Contracted in third quarter o $50,000 in sales premium o 3 new recruits OR Achieve 75% of your third quarter year-to-date sales plan. (Note the target is a percentage of your year-to-date plan, not your annual plan.) 4 new recruits District Managers contracted in 2013 or prior Achieve 75% of your third quarter year-to-date sales plan. (Note the target is a percentage of your year-to-date plan, not your annual plan.) 4 new recruits
President’s Club & Leader’s Conference Find trip qualifications and current standings on Propr! 2015 President's Club & Leaders Conference
AZ/NM/El Paso Territory 1 N Central Ave, Ste 850 Phoenix, AZ 85004 480-428-4706 Tim Martin, TSM Donna Ochoa, TEA Stuart Woltz, TR Moe Sullivan, RI
480-428-4707 480-428-4706 480-428-4708 480-204-8066