territory newsletter wk 33 we 081713

Orange County/San Bernardino

Territory

New Version of QlikView Coming Soon

In Harmony® Aug. 23

QlikView 11 is coming to Harmony later this week. This upgrade will affect Enrollment

Data Return and Enrollment Summary + Details.

What this means to you

QlikView reports in Harmony will have an updated look and will match the new

AIMS interface.

When you export to Excel, the following items will be in a different format: De-

duction Frequency, Deduction Amounts, Salary, Beneficiary Percentage.

When you export to Excel, the leading zeros for social security numbers and em-

ployee IDs will be retained.

If you send your customers the exported Excel files, you'll want to let them know

about the formatting changes listed above.

If you have any questions about the upgrade to QlikView 11, please contact the Enrollment

Solutions Help Desk at (800) 438-6423, option 2, 5 and 1.

Mandatory Market Conduct Test Deadline is fast approach-

ing..

Time is running out to take and pass the mandatory market conduct test. If you haven’t already done

so, make sure you pass the test by the Sept. 15, 2013, deadline.

Members of the sales organization who don’t pass the test by the Sept. 15, deadline could face con-sequences including removal from advanced commissions and possibly termination from their Colo-nial Life contract. So make sure you look at the training on Propr, take and pass the test and get

ready for a big fourth quarter.

https://my.coloniallife.com/producers/Training/Training%20Curriculum/Career%20Development/Entry%20Level/Market%20Conduct%20Ethics%20Privacy%20and%20Security.aspx

Orange County/San Bernardino Territory Newsletter

Day Date 9:00am 10:00am 12:00pm

Monday Aug-26 New Account Welcome Process Harmony® Enrollment Onboarding

Monday Sep-09 E-Services Using Wellness for Working Conditions LinkedIn

Monday Sep-16 Track An App Colonial College Harmony® Enrollment

Monday Sep-23 Data Security Harmony® Setup Using Wellness for Working Conditions

Monday Sep-30 Onboarding Benefits Communication & Ed. New Account Welcome Process

Monday Oct-07 Harmony® Setup New Account Welcome Process Sales Performance

Monday Oct-14 E-Services LinkedIn Track An App

Monday Oct-21 Using Wellness for Working Conditions Colonial College Harmony® Enrollment

Monday Oct-28 Benefits Communication & Ed. Data Security Basic Flexible Benefits

Monday Nov-04 New Account Welcome Process Harmony® Setup E-Services

Monday Nov-11 Sales Performance Track An App Harmony® Enrollment

Monday Nov-18 Data Security Benefits Communication & Ed. Colonial College

Monday Nov-25 Using Wellness for Working Conditions Basic Flexible Benefits LinkedIn

Monday Dec-02 Harmony® Setup Using Wellness for Working Conditions Onboarding

Monday Dec-09 Track An App Harmony® Enrollment LinkedIn

Monday Dec-16 E-Services Sales Performance New Account Welcome Process

Monday Dec-23 Colonial College Data Security Basic Flexible Benefits

Monday Dec-30 Benefits Communication & Ed. Onboarding Harmony® Enrollment


Ladies and Gentlemen, can I please have your atten-tion. I’ve just been handed an urgent news story.

Thanks to the success we have seen so far, we have been authorized to EXTEND the Cash For Cases promotion by 2 weeks. This temporary bonus will now run through September 13, 2013. Spread the word to your teams so they don’t miss out on a chance to earn $200 for each new account that reaches $2,500 before time runs out. This is in addition to your normal compensation for these accounts.

And don’t forget--you can also earn the $200 Cash for Cases bonus by writing $2,500 in an account that has not had sales in at least 5 years (with prior approval).

Please visit Propr for more information on the Cash for Cases Bonus Program. This page will still refer to the old “August 30” date but it has all of the details on the bonus.

Territory Standings—See Page 5

https://my.coloniallife.com/producers/Corporate%20Communications/News/Cash%20for%20Cases%20bonus.aspx


Products & Underwriting

Have a question about group products?

New Frequently Asked Questions document on Propr can help

Group products are a growing part of the company's product portfolio. To help you better under-

stand how to set up the enrollment and account maintenance for group products, the Underwriting

department has developed a list of Frequently Asked Questions you can use as a resource. This

FAQ list allows you to efficiently set up enrollments with group products and issue policies more

quickly. Errors in setting up accounts with group products can lead to delayed enrollments for your

employers and delayed compensation for you.

New and updated products coming soon

Get trained now

Our new Group Disability and updated Whole Life 1000 products hits the marketplace in just a few

months. Start getting trained on these new products now so you can be ready to position them with

employers. Read more in the news story on Propr.

Harmony® Setup and Enrollment webinar

Group Disability

Wednesday, Sept. 4 from 1 to 2 p.m. ET

Tuesday, Sept. 10 from 3 to 4 p.m. ET

Save the dates for the Group Disability Harmony® setup and enrollment webinars. You'll learn the

process for setting up Group Disability and enrollment screens during both webinars, so plan on at-

tending the session that is most convenient for you.

Webinar link: https://egc.unum.com/dmmcpherson/

You will be prompted to enter your phone number with area code. The conferencing system will call

you back. There is no cost to you for the call.

If you can't access the webinar link, use the following:

Dial-in number: (888) 238-7803

Passcode: 560809

http://cl.exct.net/?ju=fe2b1778746c067e701575&ls=fdbe15727d6007747d14797561&m=ff051577746504&l=fe4f15777c6c06747d10&s=fdf415727063057b7d17727d&jb=ffcf14&t=

http://cl.exct.net/?ju=fe2a1778746c067e701576&ls=fdbe15727d6007747d14797561&m=ff051577746504&l=fe4f15777c6c06747d10&s=fdf415727063057b7d17727d&jb=ffcf14&t=

http://cl.exct.net/?ju=fe2e1778746c067e701671&ls=fdbe15727d6007747d14797561&m=ff051577746504&l=fe4f15777c6c06747d10&s=fdf415727063057b7d17727d&jb=ffcf14&t=


But Italian art is magnifico

The art in Italy, Monaco and Nice will dazzle your eyes. From the Renaissance masters to

Impressionism and modern artists, your senses will overflow with the beauty and light that

you have to see to believe. Make sure you qualify for the 2014 President's Club and Leaders

Conference so you can see the world's best artwork. Check out your standings.

Important notes - Passports and pregnancy

Make sure your passport won't expire between now and the 2014 President's Club and Lead-

ers Conference trips. Passports are good for 10 years. Currently, you can expect four to six

weeks to get one processed after you submit the application. Get more information.

If you're pregnant, Regent Seven Seas Cruises can't accept guests who will have entered their 24th week of pregnancy by the beginning of the cruise or at any time during the cruise.

Region TSM DGA/PSM Week 27 28 29 30 31 32 33

Total

District

Total

Territory

Total

WILLINGHAM, JOSEPH

DUGGAN, SEAN

FAHEY III, MICHAEL F 0 0 1 0 0 1 0 2

16

WILLINGHAM, JOSEPH EVANGELISTA, JOHN DA 0 0 1 0 1 0 0 2

WILLINGHAM, JOSEPH TODD, ANDRE JOHNATHA 0 0 1 1 0 0 0 2

WILLINGHAM, JOSEPH SUGIYAMA, EMILIA 0 0 1 1 0 0 0 2

WILLINGHAM, JOSEPH DICKERSON, TERRANCE 1 1 0 1 1 0 2 6

WILLINGHAM, JOSEPH SNYDER, DUSTIN DOUGL 0 1 0 0 0 1 0 2

http://cl.exct.net/?ju=fe291778746c067e701775&ls=fdbe15727d6007747d14797561&m=ff051577746504&l=fe4f15777c6c06747d10&s=fdf415727063057b7d17727d&jb=ffcf14&t=





More than three-quarters (77%) of

workers think that missing work for a

least three months because of injury

or illness would create a financial

hardship, and half think it would

cause a “great hardship.”

Half of all households are “financially

fragile,” having a great difficulty rais-

ing $2,000 within a month, if needed.

Form #101165


Manager Measurement Actual Quarter to Date Quarterly Plan

Needed to Make Plan

Weeks Remain-ing

% of Plan Achieved

BELL, CHERYL LYNNE New Account Sales 0.00 53,100 53,100.05 6 0.00%

BELL, CHERYL LYNNE Existing Account Sales 39,877.80 36,400 0.00 6 109.55%

BELL, CHERYL LYNNE Total Sales 39,877.80 89,500 49,622.14 6 44.56%

BELL, CHERYL LYNNE New Cases 0.00 4 4.00 6 0.00%

DICKERSON, TERRANCE New Account Sales 142,673.64 69,000 0.00 6 206.77%

DICKERSON, TERRANCE Existing Account Sales 84,355.84 209,000 124,643.78 6 40.36%

DICKERSON, TERRANCE Total Sales 227,029.48 278,000 50,970.89 6 81.67%

DICKERSON, TERRANCE New Cases 3.00 6 3.00 6 50.00%

DIMON, GARY LOUDELL New Account Sales 2,389.20 93,200 90,810.75 6 2.56%

DIMON, GARY LOUDELL Existing Account Sales 170,131.76 159,900 0.00 6 106.40%

DIMON, GARY LOUDELL Total Sales 172,520.96 253,100 80,579.07 6 68.16%

DIMON, GARY LOUDELL New Cases 0.00 11 11.00 6 0.00%

EVANGELISTA, JOHN DA New Account Sales 19,962.91 286,999 267,036.53 6 6.96%

EVANGELISTA, JOHN DA Existing Account Sales 97,190.39 322,000 224,809.29 6 30.18%

EVANGELISTA, JOHN DA Total Sales 117,153.30 609,000 491,846.70 6 19.24%

EVANGELISTA, JOHN DA New Cases 1.00 15 14.00 6 6.67%

FAHEY III, MICHAEL F New Account Sales 12,508.62 104,000 91,491.23 6 12.03%

FAHEY III, MICHAEL F Existing Account Sales 79,394.67 156,000 76,605.74 6 50.89%

FAHEY III, MICHAEL F Total Sales 91,903.29 259,999 168,096.06 6 35.35%

FAHEY III, MICHAEL F New Cases 2.00 10 8.00 6 20.00%

KARSTING, SUZETTE New Account Sales 0.00 90,000 90,000.00 6 0.00%

KARSTING, SUZETTE Total Sales 0.00 90,000 90,000.00 6 0.00%

KARSTING, SUZETTE New Cases 0.00 8 8.00 6 0.00%

MCCORMICK, MICHAEL J New Account Sales 7,527.84 58,000 50,472.23 6 12.98%

MCCORMICK, MICHAEL J Existing Account Sales 14,194.20 45,000 30,805.80 6 31.54%

MCCORMICK, MICHAEL J Total Sales 21,722.04 103,000 81,278.04 6 21.09%

MCCORMICK, MICHAEL J New Cases 0.00 6 6.00 6 0.00%

POWELL, DOUGLAS New Account Sales 0.00 39,200 39,199.99 6 0.00%

POWELL, DOUGLAS Total Sales 0.00 39,200 39,199.99 6 0.00%

POWELL, DOUGLAS New Cases 0.00 3 3.00 6 0.00%

SNYDER, DUSTIN DOUGL New Account Sales 45,418.92 56,800 11,381.11 6 79.96%

SNYDER, DUSTIN DOUGL Existing Account Sales 126,168.72 87,000 0.00 6 145.02%

SNYDER, DUSTIN DOUGL Total Sales 171,587.64 143,800 0.00 6 119.32%

SNYDER, DUSTIN DOUGL New Cases -1.00 4 5.00 6 -25.00%

SUGIYAMA, EMILIA New Account Sales 9,585.48 156,000 146,414.52 6 6.14%

SUGIYAMA, EMILIA Existing Account Sales 14,417.62 84,000 69,582.30 6 17.16%

SUGIYAMA, EMILIA Total Sales 24,003.10 240,000 215,996.66 6 10.00%

SUGIYAMA, EMILIA New Cases 0.00 10 10.00 6 0.00%

TODD, ANDRE JOHNATHA New Account Sales 93,344.40 401,700 308,355.49 6 23.24%

TODD, ANDRE JOHNATHA Existing Account Sales 93,194.23 152,999 59,805.21 6 60.91%

TODD, ANDRE JOHNATHA Total Sales 186,538.63 554,699 368,159.94 6 33.63%

TODD, ANDRE JOHNATHA New Cases 2.00 3 1.00 6 66.67%

Congrats

to:

Snyder

District for

hitting

your 3Q

Plan!

To

McCormick

District for

hitting

your An-

nual Plan!


Agent YTD Total Net Sales Credits

National Rank

Region Rank

Territory Rank

WILKERSON, JULIE LYNNE 233811.35 45 3 1

AKIAN, BRIAN YERVANT 200483.48 67 6 2

RACKLIFFE, DAVID ARTHUR 194228.75 71 7 3

DALY, RAMONA MARGARET 185309.07 78 10 4

CHRISTENSEN, DAVID O BELNAP 177077.15 85 11 5

STOKES, SUSAN GOLD 144963.74 130 15 6

LAINE, LORI ANN 125632.97 178 22 7

MENDIETA, ADRIANA 119814.06 196 24 8

RIVERA, UZIEL 109715.13 220 25 9

WONG, KENNETH DALE 103092.12 242 28 10

Agent YTD EN Net Sales Credits

National Rank

Region Rank

Territory Rank

STOKES, SUSAN GOLD 113007.46 23 4 1

RIVERA, UZIEL 107291.7 27 5 2

ALAMO, JESUEL DAVID 87166.12 51 8 3

BUSSER, BRUCE WILLIAM 84529.71 55 9 4


SMITH, CHARLES DUANE 73438.52 79 17 6


RODIGHIERO, MARIA YVONNE 64868.35 118 20 8

MARLOW, DAVID LEE 64860.21 119 21 9

KING, FRANCINE ANN 57539.7 158 27 10

Agent YTD CD Net Sales Credits

National Rank

Region Rank

Territory Rank


MENDIETA, ADRIANA 82821.44 28 4 2

LAINE, LORI ANN 73228.78 36 6 3

DIMON, STACIE 42179.99 70 10 4



LEVINSTEIN, THOMAS MARTIN 29904.35 109 16 7


THOMAS, JENNIFER CAMILLE 12251.73 249 31 9

HERNANDEZ, TIFFANIE MARIE 9146.09 316 37 10

Agent WK Net Sales Credits

LAINE, LORI ANN 12473.34

ELLIS, TIM CHRISTOPHER 7475.41

RIVERA, UZIEL 7390.22

CHRISTENSEN, DAVID 6415.68

WONG, KENNETH DALE 6050.81

Agent WK EN Net Sales Credits

RIVERA, UZIEL 7390.22

ALAMO, JESUEL DAVID 4660.13

BUSSER, BRUCE WILLIAM 3139.57

WONG, KENNETH DALE 2473.17


Agent WK CD Net Sales Credits

LAINE, LORI ANN 4817.79

LEVINSTEIN, THOMAS 1397.88


SHABAZZ, ELIAS 554.18

THOMAS, JENNIFER 536.3


Measurement Actual Quarter to Date

Quarterly Plan

Needed to Make Plan

Weeks Re-maining

Weekly Average Needed

% of Plan Achieved

New Account Sales 333,715.81 802,999 469,283.30 6 78,214 41.56%

Existing Account Sales 719,524.63 1,599,997 880,471.89 6 146,745 44.97%

Total Sales 1,053,240.44 2,403,002 1,349,761.53 6 224,960 43.83%

New Cases 7.00 45 38.00 6 6 15.56%

Rep New Contracts 11.00 35 24.00 6 4 31.43%

Agent YTD Net New Acct SP

National Rank

Region Rank

Territory Rank


BELOW, TYLER 171709.4 39 6 2

PERALEZ, RONALD 155539.62 46 8 3

PELLETIER, DENYSE MARIE 99791.43 83 14 4


ACEVEDO, BENJAMIN 90943.8 98 16 6


GAFFNEY, THOMAS BRUCE 55269.6 183 26 8


STARR, JEFFREY LEE 43200.77 247 35 10

Agent YTD Case Count National Rank

Region Rank

Territory Rank

PELLETIER, DENYSE MARIE 6 56 8 1

RACKLIFFE, DAVID ARTHUR 5 85 13 2

GAFFNEY, THOMAS BRUCE 5 92 16 3

AKIAN, BRIAN YERVANT 4 114 18 4

WHITTAKER, MICHAEL CARLETON 4 158 28 5

PERALEZ, RONALD 3 187 31 6

STARR, JEFFREY LEE 3 216 34 7

LARSON, SETH 3 279 39 8

DALY, RAMONA MARGARET 2 334 48 9

CHRISTENSEN, DAVID O BELNAP 2 357 52 10

Agent WK Net New Acct SP

ELLIS, TIM CHRISTOPHER 13591.68

ELARBEE, TONYA JOYCE 3239.4

BELOW, TYLER 1134.24

PELLETIER, DENYSE MARIE 930.14

WONG, KENNETH DALE 720

Agent WK Case Count

ELLIS, TIM CHRISTOPHER 1


CONGRATULATIONS

UNIT MANAGERS 3 QTR PLAN ACHIEVERS:

BEN ACEVEDO

TINA HERNANDEZ & ANNUAL PLAN

DENYSE PELLETIER

MICHELLE REESE

Manager New Account Sales

Existing Ac-count Sales Total Sales

New Cases

Rep New Contracts

ACEVEDO, BENJAMIN 91,252 0 91,252 1.00 0

AKIAN, BRIAN YERVANT 2,433 26,326 28,758 0.00 0

ARNICK, PEBBLE ANTON 0 955 955 0.00 0

BROWN II, WILLIAM CU 0 562 562 0.00 0

CHAPPELL, DAVID DILL 0 0 0 0.00 1

FAISON, REGINA LUISA 0 0 0 0.00 0

FISKE, SHANIKA M 75 8,609 8,685 0.00 0

FITISEMANU, TALAVOU 0 12,815 12,815 0.00 0

HERNANDEZ, TINA 89,013 60,277 149,289 2.00 0

HIRCHMAN, CAITLIN EL 4,700 0 4,700 0.00 0

KIMMONS, DEBORAH RUS 43,669 23,294 66,963 1.00 0

KING, FRANCINE ANN 0 8,716 8,716 0.00 0

LA MONT, KEVIN WILLI 0 1,878 1,878 0.00 0

LADALARDO, GERARD A 0 0 0 -2.00 0

LANCASTER, MICHAEL J 41,931 8,100 50,031 0.00 1

MILLER, GLEN EDWARD 0 2,109 2,109 0.00 0

PELLETIER, DENYSE MA 40,084 37,083 77,167 0.00 0

RACKLIFFE, DAVID ART 3,947 8,453 12,401 1.00 0

RADIMAKER, DAVID C 3,876 10,075 13,951 1.00 0

REESE, MICHELLE ANN 1,388 125,463 126,850 0.00 0

SHABAZZ, ELIAS 0 0 0 0.00 0

SHABAZZ, ELIAS 0 21,471 21,471 0.00 0

WHITTAKER, MICHAEL C 2,972 36,519 39,491 0.00 0

WIGGINS, ALAN 0 270 270 0.00 0


Good Morning, West Region Team!

My colleague in the Northeast, Michael Patrick, sent the script below to the Northeast team. A team in the Ohio Territory are using this and their efforts have generated a lot of meetings and opportunities. I thought it was great, and wanted to share it with you, if you would like to do some email marketing to new brokers.

This could also be a script that can be used when calling brokers. Adapt it as you see fit.

As we have talked about before, visibility with brokers is one of the keys to working with them. When you do your call clinics or drops, it does not take a lot of time to start building your broker business. During call clin-ics, call brokers for 15 – 30 minutes to make appointments. When you are doing drops, look for “Insurance” signs and walk in. I’m not trying to take you away from direct, rather letting you know that you can build your broker business gradually be simply dedicating a small amount of time per week. The script below may help you:

Good morning/afternoon;

Who is on your side to assist you and your employees navigate through 2014 Healthcare Reform? Allow me to introduce myself. My name is ___________________ and I work with Colonial Life, the leader in effec-tive employee benefits communication.

Since 1955, the Benefit Counselors at Colonial Life have effectively communicated and educated employees regarding changes in Healthcare, at NO COST to the employer. We have the ability to meet face-to-face with each of your employees to communicate how they will be affected by the 2014 Healthcare Reform, what their choices are and how to make the right choice for them and their family.

Attached you will find a hyperlink to a video that explains more about who we are and the services that we provide. At your convenience, please view. In a day or two, I will follow up with you to schedule an appoint-ment to further discuss how I can help you and your employees prepare for the Path Ahead.

http://connect.coloniallife.com/health-care-reform/

Thank you.

Happy Selling!!!

Lisa Rehburg

Broker Market Manager, West Region - AK, CA, HI, ID, NV, OR, WA

Cell Phone (803) 543-6734

http://connect.coloniallife.com/health-care-reform/

1301 Dove Street

Suite 340

Newport Beach, CA 92660

PH# 949-612-9220

FAX# 949-250-3935

Management Team:

TSM: Sean Duggan, Ext. 29222

TEA: Cynthia Jellick, Ext. 29221

RI: Jesse Valentine, Ext. 29225

TR: Justin Becker Ext. 29228

Orange County/San Bernardino Management Team


SUN MON TUE WED THU FRI SAT

1 2

Call Clinic

3

4

5

Call Clinic

6 DROPS

7 DROPS

8 DROPS 9

Call Clinic

10

11

12

Call Clinic

13 DROPS

Deadline to register

for Benefit class

14 DROPS 15 DROPS 16

Call Clinic

17

18

2 wk RACE

Events Starts

19 RACE-

KICK OFF

Call Clinic

20 DROPS

21 DROPS 22 DROPS 23

Call Clinic

24

25 26

Call Clinic

27 DROPS 28 DROPS

29 DROPS 30 DROPS

RACE ENDS

31

Six weeks

left in the

3 QTR….

Recruiting Call Clinic –Justin Becker, TR

Every Tuesday 2:00p—4:00p Territory Office

Call Justin for details on these clinics.

Benefit Counsel-

ing Certification

Colonial College—All classes are held at the Territory office. Class instructor is Jesse Valentine, Regional Instructor. Jesse sends email notices to the territory listing his classes and any prerequisites for these classes. To register for these classes: Call On-Boarding Services at 800-438-6423 option 2, 7, 2 OR use the Registration link on Propr > Training > I want to…> Register for a class now! You can contact Jesse at 949-395-1488.

Benefits Counseling Class

Have a super rest of the

week….Guest who?

Oscar & Fred

won’t tell!

territory newsletter wk 33 we 081713

Documents

data security harmony

enrollment data return

enrollment solutions

conditions linkedin

eservices linkedin

enrollment summary details

new aims interface

sales organization