crusader news - 3q14 - week 34
DESCRIPTION
Crusader News - 3Q14 - Week 34TRANSCRIPT
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September 2, 2014 Volume 4, Issue 4
Table of Contents Recognition 2 Welcome to the Family 4 Logo Gear – Embroid Me 6 Deep Thoughts 7 Territory Contests 9 HO Updates 12 Inforce Growth 19 LDC & PC/LC 20
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Top Producers
Susan Hendricks Manny Torres (Amoebas District) (Cowboys District)
$17,708 $15,072
Ed Gentry (Amoebas District)
$15,065
Territory Recognition
Week 34 Production & Top Achievers
Top Districts
Amoebas (SH) El Chuco (GZ)
$38,096 $27,777
Rough Riders (MM)
$22,131
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
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Territory Recognition
YTD 2014
New Accounts Existing Accounts Total Premium Quarter 1 $309,052 $1,233,825 $1,542,877 Quarter 2 $511,678 $2,113,724 $2,625,402 Quarter 3 $265,557 $890,308 $1,155,866 Quarter 4 YTD Total $1,086,287 $4,237,857 $5,324,145
$-
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
Territory Sales Chart
2014 Premium Target $12,000,000
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Welcome to the Family
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
Weeks 33-34
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Welcome to the Family (cont)
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.
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.
Are You New to Colonial Life…? Not sure of your next steps?
You have nothing to worry about! Welcome! Click here to get started!
877-486-4930
View Recruiting Video Hub Site Here!
NEW! Recruiting Videos for Potential Candidates
Order Business Cards Here!
Start Here - Guide to Personal Success
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Get Your Logo Gear Here!
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Deep Thoughts by MOE “HANDEY”
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Deep Thoughts (cont)
Upcoming Education Opportunities Aug 11th – Sept 26th 3 Steps to Recruiting Success – Level 2 – WIN $250! Sept 4th Towell District Field Work Sept 5th Call Clinic (9:00am – 12:00pm) Sept 5th Friday Fundamentals – Setting the Appointment Sept 8th – 10th Moe in McLeod District Office Sept 8th – 12th Yahtzee RACE Event – WIN up to $375! Sept 8th Call Clinic (1:00pm – 4:00pm) Sept 12th Call Clinic (9:00am – 12:00pm) Sept 12th Friday Fundamentals (DM Presentation)
Friday Fundamentals **Every Friday, 3:00pm – 5:00pm**
7 Session Class 1. Setting the Appointment 2. DM Presentation 3. Access & Control 4. Presentation to the Employee 5. Maximize the Enrollment 6. Getting Referrals 7. Time Management & Goal Setting
YAHTZEE RACE EVENT 9/8 – 9/12
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Territory Contests
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Territory Contests (cont)
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Territory Contests (cont)
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HO Updates Click Here to Learn More on Propr!
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HO Updates (cont)
Click Here to Learn More on Propr!
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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!
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HO Updates (cont)
Download the AD&D Webinar Q&A Here!
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HO Updates (cont)
Week 32 Propr Enhancements
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.
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HO Updates (cont)
Click Here to learn more about Harmony On The Go
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HO Updates (cont)
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HO Inforce Growth Corner
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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
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President’s Club & Leader’s Conference
Find trip qualifications and current standings
on Propr! 2015 President's Club & Leaders Conference
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AZ/NM/El Paso Territory
1 N Central Ave, Ste 850
Phoenix, AZ 85004
480-428-4706
Tim Martin, TSM 480-428-4707
Donna Ochoa, TEA 480-428-4706
Stuart Woltz, TR 480-428-4708
Moe Sullivan, RI 480-204-8066