OCTOBER 16, 2013 VOLUME 6, ISSUE 40 LOOK WHAT’S INSIDE: Randy’s Roundup... Welcome New Agents Calendar Information President’s/Leaders Conference We held our 4th Quarter Managers Meeting last Friday. I can say that I was very enthused with the pipeline of accounts that many of the managers have. The point to keep in mind is that many of the accounts in our pipeline will delay enrollments or push decisions off into next year or go a different direction. Keep your schedules booked tightly and most importantly, keep adding to your pipeline! We are in the best benefits season of the year! The “Knockin ‘em down...and lettin ‘em roll” contest is really heating up! I’m gathering some exceptional prizes to give away. The newest Google Chromebook, Samsung’s newest Galaxy 3 Tablet, Sony BluRay make.believe DVD Player, Bluetooth Speaker System and many gift cards! This is a very easy contest to be a part of. Just open a new case with at least $2,500 AP for reps and managers just need to recruit and develop a new rep! Easy, peasy! Don’t forget to track your activity and turn in your Contest Tracker to Julie and your DGA on time! More information on the contest and the bowling party are inside this edition of the newsletter. Let’s all have an excellent quarter ahead! Thanks for all you do. Randy
Transcript
O C T O B E R 1 6 , 2 0 1 3 V O L U M E 6 , I S S U E 4 0
L O O K W H A T ’ S I N S I D E :
Randy’s Roundup...
Welcome New Agents
Calendar
Information
President’s/Leaders Conference
We held our 4th Quarter Managers Meeting last Friday. I
can say that I was very enthused with the pipeline of
accounts that many of the managers have. The point to
keep in mind is that many of the accounts in our pipeline
will delay enrollments or push decisions off into next year
or go a different direction. Keep your schedules booked
tightly and most importantly, keep adding to your pipeline!
We are in the best benefits season of the year!
The “Knockin ‘em down...and lettin ‘em roll” contest is
really heating up! I’m gathering some exceptional prizes to
give away. The newest Google Chromebook, Samsung’s
newest Galaxy 3 Tablet, Sony BluRay make.believe DVD
Player, Bluetooth Speaker System and many gift cards! This
is a very easy contest to be a part of. Just open a new case
with at least $2,500 AP for reps and managers just need to
recruit and develop a new rep! Easy, peasy! Don’t forget to
track your activity and turn in your Contest Tracker to Julie
and your DGA on time! More information on the contest
and the bowling party are inside this edition of the
newsletter.
Let’s all have an excellent quarter ahead!
Thanks for all you do.
Randy
2 The Rising Sun
Welcome to Colonial Life! We are glad you have chosen a career path that will prove to be successful!
All of us at the Territory Office are here to help you in any way we can to get you started on the right
foot! Our main phone number is 317-456-0501. The following employees are based out of the Territory
Office:
Randy Yurczyk—Territory Sales Manager—317-456-0502
Julie Pruitt—Territory Exec. Asst.—317-456-0501
Jeff Luxenberg– Regional Instructor —317-456-0504
Open—Territory Recruiter—765-437-2451
Fax— 317-575-9177
Please don’t hesitate to contact any of us!
Propr Webinar for New Salespeople
Get the hang of our website
Every Monday and Thursday at 2 p.m. ET, the Onboarding Services Team conducts a webinar to help our new salespeople get
familiar with the My Colonial Life Propr website.
If you would like to join:
Call: 888.238.7803 / Access Code: 2136933#
Agent Name DGA
PUNT, TYLER VANPELT, AARON
RILEY, FRANK SHANNON VANPELT, AARON
3 The Rising Sun
Please use the number and link below for the webinars:
Every Friday—DGA Conference Call—9:00 a.m.888-238-7803/612656#
Every Friday—ADM Conference Call—Noon—888-238-7803/612656#
Monday, October 7—Knockin ‘em down...and letting ‘em roll RACE kick off
October 11—All Managers 4th Quarter Meeting—Territory Office.
Friday, October 25—Knockin ‘em down...and letting ‘em roll contest wrap up—Woodland Bowl
6 The Rising Sun
Territory Overview W E E K 4 1 T O P A C H I E V E R S
Territory Week 41:
2 New Case
2 New Contract
Production: $62,122
Territory Quarter to Date:
4 New Cases
2 New Contracts
Production: $126,076
Territory YTD:
54 New Cases
91 New Contracts
Production: $1,744,918
Aaron VanPelt
DGA
$$16,992
Paul Benjamin
ASR Wood District
$10,321
Louis Hobbs
ASR Plant District
$7,053
Ky Yarling
ADM Plant District
$6,203
Parrish Peachee
DGA
$5,284
John Durbin
ASR Peachee District
$3,012
A round of applause please...nice week Team VanPelt. You lead the Territory
in week 41 with $17,201. Trailing very close behind was Team Plant with
$16,107 and honorable mention goes to Team Peachee with a solid $12,707.
Leading our hardworking ADM Team for week 41 is Ky Yarling (Plant District)
with $13,256 and David Brill (Wood District) didn’t disappoint with a sound
$10,321. I like to see these positive trends. Let’s keep them going!
"Teamwork divides the task and multiplies the success. "
~ Unknown
7 The Rising Sun
Who has hit
8 The Rising Sun
*See next page for Contest Tracking Report, due dates and other important information.
9 The Rising Sun
Contest Tracking Report
It is important to keep in mind, that the Contest Tracking Report is due to the Terri-tory Office on the dates below in order to qualify. Failure to turn in your weekly tracker on time, will disqualify you for that week. Each tracker has three (3) tabs at the bottom (ASR tracker below). Please complete the appropriate tab (either ASR, ADM or DGA) and return to both your DGA and me ([email protected]). Due dates for the Contest Tracking Reports are as follows:
Monday, October 21 – 10:00 a.m.
FRIDAY, OCTOBER 25 – 10:00 a.m.
The contest will end on Friday, October 25 with a Bowling and Pizza Party at:
Woodland Bowl
3421 E. 96th Street
Indianapolis, IN 46240
317-844-4099
Bowling from 12:00-3:00
Don’t forget to be AWESOME and turn in your activity!!!! It is YOUR responsibility to turn in your com-plete Contest Tracking Report by the dates listed above, failure to do so will disqualify you for that week. No exceptions will be made.
Our Valuable Online Resource for Plan Administrators
Updated: 10/13/2013
Through the Plan Administrator portal of coloniallife.com, plan administrators have access to tools that help manage
account details. Making it a quick and easy process. For instance, the home page dashboard prominently displays the
most frequently used functions such as the plan administrator’s current/open invoices. Visit the Online Services for
the Plan Administrator page for a list of services.
Setting up access for a plan administrator
Plan administrators can request access by following these steps:
Go to coloniallife.com.
Click “Sign Up” in the upper right-hand corner.
Select “Request access to the plan administrator website.”
Complete the request form and hit "Send."
The person requesting the access should be the plan administrator or play a primary role in the account’s benefits
administration.
Demo site for producers
You can experience the Plan Administrator portal of coloniallife.com just like our plan administrators. This demo is to
help you become more comfortable promoting our valuable online administrative services. Just follow these steps to
get started:
Go to coloniallife.com.
Click “Login.”
Enter the login ID: agentdemo
Enter the Password: colonial
When viewing the demo site, please remember:
The login ID and password provided is shared by all users.
Login carefully and make sure the information is entered correctly. If you’re unsuccessful logging in multiple times,
the profile will be locked.
Do not share the login ID and password with potential or existing customers -- It’s only for contracted CLA agents.
All billing and employee information on the demo site is test data.
Don’t submit any emails or transactions through the site. They will be deleted and could impact our customer ser-
vice.
For assistance logging in, contact the My Account Administration team at [email protected]
or call 800.438.6423 (Option 2). Do you have questions about the demo site or want to schedule a training webinar? Contact Onboarding Services at [email protected] for help.
Pictured from left to right: Randy Yurczyk (TSM), Mark
Lubs (ASR) and Lindsey Wood (DGA)
Pictured from left to right: Randy Yurczyk (TSM),
David Brill (ADM) and Lindsey Wood (DGA)
Pictured from left to right: Randy Yurczyk (TSM),
Teresa Christman (ADM) and Mark Deckard (DGA)
Pictured from left to right: Randy Yurczyk (TSM),
Don Howell (ASR) and Ryan Ogle (ADM). Don re-
ceived the Silver Award in the 3rd Quarter.
NOTE: Not all 3rd Quarter award winners have been announced, nor have
all awards been received as of 10/15/2013.
14 The Rising Sun
Prize points and Leaders Conference spots up for grabs in fourth quarter sales contest Just like Charlie Bucket found the golden ticket to enter Willy Wonka's Chocolate Factory, you could draw a golden ticket to Leaders Conference in Italy. All you have to do is come out on top during our Golden Ticket fourth quarter sales con-test.
The contest is for territory managers, district managers and unit managers. This promotion is based on A-rep new ac-count sales in fourth quarter. The drawing will take place in early January at the Leadership Development Conference in Orlando, Fla.
We'll draw Golden Tickets to the 2014 Leaders Conference:
One Golden Ticket from the pool of qualifying territory managers
Two Golden Tickets from the pool of qualifying district managers (DGAs/PSMs)
Two Golden Tickets from the pool of qualifying unit managers (ADMs/PSAMs)
We'll also have a second drawing and award 300,000 prize points to:
Two territory managers
Four district managers (DGAs/PSMs)
Four unit managers (ADMs/PSAMs)
Everyone who achieves the set goals will receive 50,000 prize points.
How it works:
1. An A-rep is defined as someone contracted in 2013.
2. One ticket will be placed in the drawing for A-reps contracted in first, second or third quarter 2013 who have $10,000
in new account sales during fourth quarter 2013. The unit, district and territory manager each receive one ticket.
3. Two tickets will be placed in the drawing for A-reps contracted in fourth quarter 2013 who have $5,000 in new ac-
count sales during fourth quarter 2013. The unit, district and territory manager each receive two tickets.
Prerequisites:
District managers and unit managers much achieve at least 75 percent of their annual sales plan to qualify.
District managers must have at least five tickets and $150,000 in district sales during the 2013 calendar year to qual-
ify.
Unit managers must have at least five tickets and $75,000 in unit sales during the 2013 calendar year to qualify.
Territory managers must have at least 35 tickets to qualify.
All levels must have at least 75 percent BQI to be entered into the drawing.
For reps who have dual code numbers, tickets will be awarded to the manager who the rep's PCN points to.
Finish the fourth quarter strong, and a lucky golden ticket might be yours. Look out, Italy!
