rainmakers news, week 34
DESCRIPTION
ÂTRANSCRIPT
Territory Wk 34 Territory QTD Territory YTD
1 New Cases 20 New Cases 83 New Cases
1 New Contracts 15 New Contracts 57 New Contracts
$76201 Total AP $625572 Total AP $1987186 Total AP
$20K Producers 4 $20K Producers 14
$50K Producers 3 $50K Producers 5
$80K Producers 1 $80K Producers 3
$400K Districts 2
Week 34 Newsletter
Scott E Nielsen Territory Sales Manager
Top Achievers 1 Rookie WTD AP 1 Rookie QTD AP
Brent Angie
Laube Ramirez
1 Veteran WTD AP 1 Veteran QTD AP
Sandy Joel Newman Ayers
1 ADM WTD AP 1 ADM QTD AP
Sandy Brian
Ayers Roderick
1 DGA WTD AP 1 DGA QTD AP
Pamela Joel
Whitfield Newman
1 ADM QTD of Plan
1 DGA QTD of Plan
Brian Randy
Roderick Dahl
1 ADM YTD of Plan
1 DGA YTD of Plan
Brian Kent
Roderick Sherman
ldquoAs employers consider their health care and total rewards strategies with the context of the Patient Protection and Affordable Care Act nearly half expect voluntary benefits and services to become more important than ever over the next five years according to the Towers Watson 2013 Voluntary Benefits and Services Surveyrdquo ndash Kathryn Mayer 5 most popular voluntary benefits This is a great shot article The five most popular voluntary benefits according to this survey is
bullLife
bullVision
bullDisability
bullDental bullAccident
Do any of those sound familiar
Here is the link to the full article on benefitsprocom
httpwwwbenefitsprocom201308145-most-popular-voluntary-benefitseNL=520c00ea140ba0df0600006damputm_source=BenefitsProDailyamputm_medium=eNLamputm_campaign=BenefitsPro_eNLsamp_LID=80524888
5 Most Popular Voluntary Benefits
Cash for Cases Bonus Program for New Account Sales
Therersquos a lot of money to be made from opening new groups and for a limited time you can earn even more with Cash for Cases
Herersquos how it works
Between July 15 and Sept 13th every new account that reaches at least $2500 in new account net sales premium earns you a $200 bonus Business must be submitted processed and issued by Sept 13th to count for the bonus
Payment is allocated based on case count split To receive any portion of the case count you must also be coded to receive at least 25 percent of the opener commission
$3500 is still the requirement to earn a case count credit toward the new account bonus
This bonus is in addition to the commissions and bonuses you already earn from your regular compensation plan
This bonus will be paid weekly
But wait therersquos more
In addition to new accounts select existing accounts have also been ldquopre-approvedrdquo and are also eligible for the Cash for Cases bonus program
We want this program to be simple and well understood so we have pre-identified all existing accounts that are eligible for this bonus program and they were determined by three simple criteria 1 No sales since August 30 2008 2 Not a daycare or restaurant 3 No associated BCNs
Extended Two
Weeks
Market Conduct amp Compliance
Mandatory market conduct training and test coming soon Operating at the highest level of integrity and ethics is a top priority at Colonial Life Thats why beginning July 1 2013 updated market conduct training and testing will be available on Propr This new training and test is mandatory for all members of the sales organization All sales reps and managers must complete the training and take and pass the mastery test by Sept 15 2013 Get more details in the news story on Propr
MEMOrsquoS
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Top Achievers 1 Rookie WTD AP 1 Rookie QTD AP
Brent Angie
Laube Ramirez
1 Veteran WTD AP 1 Veteran QTD AP
Sandy Joel Newman Ayers
1 ADM WTD AP 1 ADM QTD AP
Sandy Brian
Ayers Roderick
1 DGA WTD AP 1 DGA QTD AP
Pamela Joel
Whitfield Newman
1 ADM QTD of Plan
1 DGA QTD of Plan
Brian Randy
Roderick Dahl
1 ADM YTD of Plan
1 DGA YTD of Plan
Brian Kent
Roderick Sherman
ldquoAs employers consider their health care and total rewards strategies with the context of the Patient Protection and Affordable Care Act nearly half expect voluntary benefits and services to become more important than ever over the next five years according to the Towers Watson 2013 Voluntary Benefits and Services Surveyrdquo ndash Kathryn Mayer 5 most popular voluntary benefits This is a great shot article The five most popular voluntary benefits according to this survey is
bullLife
bullVision
bullDisability
bullDental bullAccident
Do any of those sound familiar
Here is the link to the full article on benefitsprocom
httpwwwbenefitsprocom201308145-most-popular-voluntary-benefitseNL=520c00ea140ba0df0600006damputm_source=BenefitsProDailyamputm_medium=eNLamputm_campaign=BenefitsPro_eNLsamp_LID=80524888
5 Most Popular Voluntary Benefits
Cash for Cases Bonus Program for New Account Sales
Therersquos a lot of money to be made from opening new groups and for a limited time you can earn even more with Cash for Cases
Herersquos how it works
Between July 15 and Sept 13th every new account that reaches at least $2500 in new account net sales premium earns you a $200 bonus Business must be submitted processed and issued by Sept 13th to count for the bonus
Payment is allocated based on case count split To receive any portion of the case count you must also be coded to receive at least 25 percent of the opener commission
$3500 is still the requirement to earn a case count credit toward the new account bonus
This bonus is in addition to the commissions and bonuses you already earn from your regular compensation plan
This bonus will be paid weekly
But wait therersquos more
In addition to new accounts select existing accounts have also been ldquopre-approvedrdquo and are also eligible for the Cash for Cases bonus program
We want this program to be simple and well understood so we have pre-identified all existing accounts that are eligible for this bonus program and they were determined by three simple criteria 1 No sales since August 30 2008 2 Not a daycare or restaurant 3 No associated BCNs
Extended Two
Weeks
Market Conduct amp Compliance
Mandatory market conduct training and test coming soon Operating at the highest level of integrity and ethics is a top priority at Colonial Life Thats why beginning July 1 2013 updated market conduct training and testing will be available on Propr This new training and test is mandatory for all members of the sales organization All sales reps and managers must complete the training and take and pass the mastery test by Sept 15 2013 Get more details in the news story on Propr
MEMOrsquoS
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
ldquoAs employers consider their health care and total rewards strategies with the context of the Patient Protection and Affordable Care Act nearly half expect voluntary benefits and services to become more important than ever over the next five years according to the Towers Watson 2013 Voluntary Benefits and Services Surveyrdquo ndash Kathryn Mayer 5 most popular voluntary benefits This is a great shot article The five most popular voluntary benefits according to this survey is
bullLife
bullVision
bullDisability
bullDental bullAccident
Do any of those sound familiar
Here is the link to the full article on benefitsprocom
httpwwwbenefitsprocom201308145-most-popular-voluntary-benefitseNL=520c00ea140ba0df0600006damputm_source=BenefitsProDailyamputm_medium=eNLamputm_campaign=BenefitsPro_eNLsamp_LID=80524888
5 Most Popular Voluntary Benefits
Cash for Cases Bonus Program for New Account Sales
Therersquos a lot of money to be made from opening new groups and for a limited time you can earn even more with Cash for Cases
Herersquos how it works
Between July 15 and Sept 13th every new account that reaches at least $2500 in new account net sales premium earns you a $200 bonus Business must be submitted processed and issued by Sept 13th to count for the bonus
Payment is allocated based on case count split To receive any portion of the case count you must also be coded to receive at least 25 percent of the opener commission
$3500 is still the requirement to earn a case count credit toward the new account bonus
This bonus is in addition to the commissions and bonuses you already earn from your regular compensation plan
This bonus will be paid weekly
But wait therersquos more
In addition to new accounts select existing accounts have also been ldquopre-approvedrdquo and are also eligible for the Cash for Cases bonus program
We want this program to be simple and well understood so we have pre-identified all existing accounts that are eligible for this bonus program and they were determined by three simple criteria 1 No sales since August 30 2008 2 Not a daycare or restaurant 3 No associated BCNs
Extended Two
Weeks
Market Conduct amp Compliance
Mandatory market conduct training and test coming soon Operating at the highest level of integrity and ethics is a top priority at Colonial Life Thats why beginning July 1 2013 updated market conduct training and testing will be available on Propr This new training and test is mandatory for all members of the sales organization All sales reps and managers must complete the training and take and pass the mastery test by Sept 15 2013 Get more details in the news story on Propr
MEMOrsquoS
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Cash for Cases Bonus Program for New Account Sales
Therersquos a lot of money to be made from opening new groups and for a limited time you can earn even more with Cash for Cases
Herersquos how it works
Between July 15 and Sept 13th every new account that reaches at least $2500 in new account net sales premium earns you a $200 bonus Business must be submitted processed and issued by Sept 13th to count for the bonus
Payment is allocated based on case count split To receive any portion of the case count you must also be coded to receive at least 25 percent of the opener commission
$3500 is still the requirement to earn a case count credit toward the new account bonus
This bonus is in addition to the commissions and bonuses you already earn from your regular compensation plan
This bonus will be paid weekly
But wait therersquos more
In addition to new accounts select existing accounts have also been ldquopre-approvedrdquo and are also eligible for the Cash for Cases bonus program
We want this program to be simple and well understood so we have pre-identified all existing accounts that are eligible for this bonus program and they were determined by three simple criteria 1 No sales since August 30 2008 2 Not a daycare or restaurant 3 No associated BCNs
Extended Two
Weeks
Market Conduct amp Compliance
Mandatory market conduct training and test coming soon Operating at the highest level of integrity and ethics is a top priority at Colonial Life Thats why beginning July 1 2013 updated market conduct training and testing will be available on Propr This new training and test is mandatory for all members of the sales organization All sales reps and managers must complete the training and take and pass the mastery test by Sept 15 2013 Get more details in the news story on Propr
MEMOrsquoS
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Market Conduct amp Compliance
Mandatory market conduct training and test coming soon Operating at the highest level of integrity and ethics is a top priority at Colonial Life Thats why beginning July 1 2013 updated market conduct training and testing will be available on Propr This new training and test is mandatory for all members of the sales organization All sales reps and managers must complete the training and take and pass the mastery test by Sept 15 2013 Get more details in the news story on Propr
MEMOrsquoS
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
DID YOU MISS THE PAST PRODUCT SPOTLIGHT WEBINARS
NO WORRIES Past Series Feb 6th ndash Accident (Video Recap) April 3rd ndash Special Risk (Video Recap) June 5th ndash Medical Bridge (Video Recap) Aug 21st ndash Life (Video Recap)
UPCOMING PRODUCT SPOTLIGHT WEBINAR Upcoming Series Oct 2nd ndash Disability
Join the webinar EGC webinar link Dial 8882387803 Passcode 2137388
TOPICS COMPETITIVE POSITIONING
POSITIONING INDIVIDUAL VS GROUP PRODUCTS BEST PRACTICES FROM FEATURED SALESPEOPLE
amp MUCH MUCH MORE
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
3Q Newly
Contracted
rsquo
OnBoarding Services is ready to help you order business
cards set up your email amp show you how to navigate Propr
(our producer website) Please call 1-877-486-4930 once
yoursquore in front of your computer with an internet connection
Welcome New Agents
Agent Name Contract Start
Date DGA ADM
Lee Perez 07092013 Randy Dahl Brian Roderick
Albert Cho 07092013 Randy Dahl Brian Roderick
Kathryn McDowell 07152013 Randy Dahl Brian Roderick
Glenn Haberle 07152013 Joel Newman LB Christensen
Randy Dahl 07162013 - -
Jenee Shackleton 07232013 Joel Newman LB Christensen
Janice Jackson 07292013 Luann Davis Christine May
Tiffany Perry 08022013 Joel Newman LB Christensen
Denise Johnson 08072013 Randy Dahl Brian Roderick
Chad Bowerman 08082013 Luann Davis Shannon White
John Saunders 08092013 Randy Dahl Brian Roderick
Lori Carney 08152013 Joel Newman -
Dale Swanson 08162013 Randy Dahl Brian Roderick
Dave Taylor 08222013 Pamela Whitfield -
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
WEEK TO DATE WEEK 34
TOP 15 OPENERS - WTD AP TOP 5 BENEFIT COUNSELORS - By Sales
Credits
1 AYERS SANDRA $ 14344 1 GOTHAM TERRY 6060
2 LAUBE BRENT $ 12366 2 LAUBE BRENT 5732
3 RAMIREZ ANGELA $ 9261 3 PICKERING MARSHALL 3241
4 RODERICK BRIAN $ 7171 4 CARDENAS LUIS 2734
5 DIEHL DAVID $ 5618 5 RODERICK BRIAN 1907
6 NEWMAN JOEL $ 4828 TOP 5 ADMs - WTD AP
7 TORNBERG KURT $ 4011 1 AYERS SANDY $ 18656
8 ROBERTSON RENEE $ 2964 2 RODERICK BRIAN $ 8879
9 BATTS RONNEL $ 2624 3 CHRISTENSEN LB $ 5527
10 MCGRANN TOM $ 2544 4 ROBERTSON RENEE $ 4367
11 STRICKLAND VALORIE $ 2028 5 MAY CHRISTINE $ 2544
12 KUSHNICK GORDON $ 1403 TOP 3 DGAs - WTD AP
13 PIXTON RANDALL $ 1062 1 WHITFIELD PAMELA $ 27444
14 WHITFIELD PAMELA $ 978 2 SHERMAN KENT $ 23023
15 KERNIE JOHN $ 976 3 NEWMAN JOEL $ 10355
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
QUARTER TO DATE 3Q2013
TOP 5 ROOKIE OPENERS TOP 5 BENEFIT COUNSELORS -
By Sales Credits
1 RAMIREZ ANGELA $ 84881 1 LAUBE BRENT 16976
2 RODERICK BRIAN $ 58633 2 CARDENAS LUIS 16027
3 LAUBE BRENT $ 12366 3 GOTHAM TERRY 15885
4 POWELL DARWIN $ 11130 4 ROBBERSON LISA 10996
5 PATRICK RONDA $ 9638 5 STRICKLAND VALORIE 9780
TOP 5 VETERAN OPENERS
1 NEWMAN JOEL $ 176617
2 AYERS SANDRA $ 42965
3 BUCHOLTZ JUDY $ 25368 TOP 5 ADMs QTD of PLAN
4 CORRY DAVID $ 18404 1 RODERICK BRIAN 3897
5 MCGRANN TOM $ 16167 2 AYERS SANDY 793
TOP 5 ADMs 3 MAY CHRISTINE 666
1 RODERICK BRIAN $ 102106 4 CHRISTENSEN LB 522
2 AYERS SANDY $ 83296 5 ROBERTSON RENEE 382
3 MAY CHRISTINE $ 39955
4 CHRISTENSEN LB $ 26098
5 WHITE SHANNON $ 16384
TOP 3 DGAs TOP 3 DGAs QTD of PLAN
1 NEWMAN JOEL $ 205565 1 DAHL RANDY 1535
2 WHITFIELD PAMELA $ 129568 2 DAVIS LUANN 1310
3 SHERMAN KENT $ 96895 3 SHERMAN KENT 828
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
YEAR TO DATE 2013
TOP 25 OPENERS - YTD TOP 5 ADMs
1 NEWMAN JOEL $ 363196 1 AYERS SANDY $ 459864
2 AYERS SANDRA $ 220993 2 CHRISTENSEN LB $ 157855
3 CHRISTENSEN LB $ 133329 3 RODERICK BRIAN $ 115104
4 WHITFIELD PAMELA $ 93631 4 WHITE SHANNON $ 72194
5 BUCHOLTZ JUDY $ 93245 5 MAY CHRISTINE $ 57203
6 RAMIREZ ANGELA $ 84881 TOP 3 DGAs
7 MCGRANN TOM $ 78522 1 NEWMAN JOEL $ 551821
8 CORRY DAVID $ 72076 2 SHERMAN KENT $ 477833
9 RODERICK BRIAN $ 58633 3 WHITFIELD PAMELA $ 325182
10 DONALDSON AARON $ 49072 TOP 5 ADMs YTD of Plan
11 FELLER TERESA $ 46811 1 RODERICK BRIAN 1466
12 COTTLE CRAIG $ 41975 2 AYERS SANDY 1365
13 KERNIE JOHN $ 41701 3 CHRISTENSEN LB 734
14 JOHNSON JOLENE $ 35979 4 WHITE SHANNON 315
15 GOTHAM TERRY $ 33196 5 MAY CHRISTINE 286
16 BELLOTTE LOUISA $ 31662 TOP 3 DGAs YTD of Plan
17 ANDERSON JOHN $ 30061 1 SHERMAN KENT 1274
18 TORNBERG KURT $ 28564 2 DAVIS LUANN 582
19 NO ASR PW DIST $ 26393 3 NEWMAN JOEL 566
20 DAVIS LUANN $ 24068 TOP 5 BENEFIT COUNSELORS - By Sales Credits
21 LAUBE BRENT $ 23045 1 GOTHAM TERRY 70341
22 KIBBIE TONY $ 22874 2 ROBBERSON LISA 36626
23 HINE GREGORY $ 21635 3 COPLE PAM 35579
24 PIXTON RANDALL N $ 19497 4 DONALDSON AARON 34279
25 ANDERSON DAVID $ 18858 5 CARDENAS LUIS 34099
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
THE PRODUCT REPORT 2013
UL Generation 3
Group Critical Care 10
Accident Care
Group Accident
Group Term Life 10
UL Generation 4
Whole Life 1000
MB3000 Critical Illness 10
Cancer 1000
Group Medical Bridge 10
Term Life 1000
Accident 10
DI 1000
Product 2013 SALES
UL Generation 3 $ 408
Group Critical Care 10 $ 2653
Accident Care $ 6536
Group Accident $ 6774
Group Term Life 10 $ 18861
UL Generation 4 $ 36391
Whole Life 1000 $ 43215
MB3000 $ 65679
Critical Illness 10 $ 101558
Cancer 1000 $ 176401
Group Medical Bridge 10 $ 180208
Term Life 1000 $ 189009
Accident 10 $ 497285
DI 1000 $ 662207
Total $ 1987185
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
THE MARKET REPORT 2013
SMALL (Under 100) 61
MEDIUM (100-999) 32
LARGE (1000-5K+) 4
PUBLIC SECTOR 3
Market 2013 SALES
SMALL (Under 100) $ 1206998
MEDIUM (100-999) $ 645438
LARGE (1000-5K+) $ 69505
PUBLIC SECTOR $ 65245
Total $ 1987185
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Just- In-Time Training
New Salesperson As a new salesperson its hard to learn all the information you need and still retain what youve learned The best approach is to take the training before you use it That way the material is fresh in your mind and youre able to apply what youve learned Check out the Just-In-Time training courses setup for a new salesperson View Courses
Manager Its 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 andor 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 itrsquos 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 lsquo(NY)rsquo links This is for Paul Revere products that are specific to New York State
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Qualification Silver Gold Platinum Ruby Emerald Diamond
Opener new
account net
sales premium
$10000
$25000
$50000
$75000
$100000
$150000
NEW SALES REPRESENTATIVE QUALIFICATIONS If yoursquore 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 yoursquoll receive a
special award for that achievement
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers
Qualification Silver Gold Platinum Ruby Emerald
Opener new
account net
sales premium
$20000
$50000
$75000
$100000
$250000
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 ndash the Diamond Award At the end of each quarter yoursquoll receive an award for the level
yoursquove achieved Sales reps with $1000000 in annualized opener new account net sales premium will
receive a Diamond Award at the end of the year
Eligible contracts
Agency Sales Reps
Public Sector Sales Reps
District Development Managers Must have a BQI of 75 or greater
Silver Gold Platinum Ruby Emerald
Achieve
quarter-to-
date sales
plan
Achieve
$50000 over
quarter-to-
date sales
plan
Achieve
$100000
over quarter-
to-date sales
plan
Achieve
$175000 over
quarter-to-
date sales
plan
Achieve
$250000
over quarter-
to-date sales
plan
SALES MANAGER QUALIFICATIONS You have six levels of qualifications within your reach for these quarterly awards At the end of each quarter
yoursquoll receive an award for the level yoursquove 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
District General Agents
Public Sector Managers
Agency Development Managers
Public Sector Assistant Managers Must have a BQI of 75 or greater
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
2014 Presidents Club
amp Leaders Conference
Do you know how you qualify for this triphellip see next page
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
2014 Presidents Club
amp Leaders Conference
Rookies Sales Reps
Qualifications
middot Must produce a minimum of 250000 net sales credits
Or
middot Must open 10 new accounts
middot Must obtain $140000 in opener new account net sales premium
Sales Rep Qualifications
middot Must open 14 new accounts
middot Must obtain $200000 in opener new account net sales premium
Or
Net Sales Credits New Account Net New Account
Sales Premium
275000 to 299999 6 $25000
300000 to 349999 4 $20000
350000+ NA NA
Benefit Counselor Qualifications
middot Must produce a minimum of $550000 in enroller net sales premium
Agency Development Manager Qualifications
middot Must achieve a minimum in sales premium and must have the specified number of Openers (see below)
Contracted in 2013 - $250000 and 1 Opener
Contracted in 2012 (Q4) - $275000 and 2 Openers
Contracted in 2012 (Q1-3) - $325000 and
2 Openers
Contracted in or before 2011 - $425000 and
2 Openers
middot Must have 4 new contracts
middot Must achieve 100 of annual sales plan
District General Agents Qualifications
middot Must achieve a minimum in sales premium of
Contracted in 2013 - $350000
Contracted in 2012 (4Q) - $425000
Contracted in 2012 (Q1-3) - $500000
Contracted in or before 2011 - $700000
middot Must have specified number of Openers achieve $50000 in opener net new account sales premium
Small - 1
Medium Large and Premier - 2
middot Must have 6 new contracts
middot Must achieve 100 of annual sales plan
all qualifiers must have a Business Quality Indicator of at least 75
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Territory Contacts
amp Resources
Territory Office
707 S Grady Way
Suite 550
Renton WA 98057
Scott E Nielsen Territory Sales Manager
SENielsen2ColonialLifecom
Cell 206-999-2496
Meghan C Monroe Territory Executive Assistant
MCMonroeColonialLifecom
Direct 425-336-0255
Al Reiter Regional Instructor
ALReiterColonialLifecom
Cell 425-707-6800
Olivia M Jones Territory Recruiter
OMJonesColonialLifecom Cell 425-757-1590
Lisa Robberson Territory Enrollment Coordinator
LisaRobbersonColonialLifecom
Cell 425-770-0186
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)
Home Office Contacts
amp Resources
Home Office
1200 Colonial Life Blvd W
Columbia SC 29210
New Account Service Center
They provide support to salespeople setting up news accounts including help with welcome calls risk classification and new account information
NewAccountServiceCentercoloniallifecom
PH 8004386423 (Option 2 then 2)
FX 8005438573
On-Boarding Services
New to Colonial Life Theyll help you get started
OnboardingServicescoloniallifecom
PH 8004386423 (Option 2 then 7 then 2)
FX 8036786662
Underwriting Support Center
They assist the field with underwriting questions and inquiries including product rates plan codes and product service requests
Underwritingcoloniallifecom
PH 8004386423 (Option 2 then 4)
PH 8886687967
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
AcctSrvsRequestscoloniallifecom
PH 8004386423 (Option 2 then 1)
FX 8005438573
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
HarmonySupportcoloniallifecom
PH 8004386423 (Option 2 then 5)
FX 8036785036
Field Supply Support
Field supply can help you with assistance in using our Online Ordering system for product information and marketing materials
SupplyOrderscoloniallifecom
PH 8004386423 (Option 5)