Embed Size (px)
DESCRIPTION
Â
Citation preview
Hello Heartland Territory Team!
June is here and summer is fast ap-
proaching. Take advantage of this
beautiful weather, get out of those
offices and cubicles and make some
drops!
Big news this month, with the
introduction of our New Territory
Recruiter, Kim Newman (see page
2). Kim came at the optimal time, as
we need to revive our recruiting
efforts. We hope to make up some
ground on our territory goal and we
need an “all hands on deck” ap-
proach. Remember, we do offer
RTB Bonuses for recruiting, refer-
ring and training new agents. Talk to
your DGA about the RTB program
and share our incredible career with
those around you!
We hope to make a strong finish
for the second quarter, with four
weeks left to go. Surely our June
RACE Event (page 5) will help ramp
up the necessary activity to be suc-
cessful. Make sure that you don't
miss any bonuses or extra cash—
see page 8 for quarter-end deadlines
and reminders.
As always, the Territory Staff
wishes you luck and success during
this quarter-end push!
Territory Results
I N S I D E
T H I S I S S U E :
Webinar
Schedule
2
June RACE
Event
5
2Q Contest 6
Leaders
Conference
9
Contact Us 10
Heartland Herald W E D N E S D A Y J U N E 4 S E R V I N G I O W A & N E B R A S K A
S P E C I A L
P O I N T S O F
I N T E R E S T :
Welcome new
Territory
Recruiter!
Quarter-end
closing dates
AIMS webinar
information
CI Summer
Dash for Cash
Territory Week 22
Cases: 1
Recruits: 0
Production: $79,077
Territory QTD
Cases: 30
Recruits: 6
Production $1,050,867
Territory YTD
Cases: 68
Recruits: 28
Production: $2,169,372
P A G E 2
Welcome May Recruits! Carrie Swinarski-Baier—
Armstrong
Mike Danze—Dennis
Dennis Walters—Walters
____________________________________
Get the training you
need for your Monday
morning team meeting!
H E A R T L A N D H E R A L D
Please use the number and link below for the we-binars:
https://egc.unum.com/onboarding3/
Conference Number: 1-888-238-7803
Participant Code: 654321
A very warm welcome to the newest member of the Heartland Terri-tory Team, Kimberly Newman. Kim has taken over the Territory Re-cruiter role and we know she will be an asset to our team. Kim comes to Colonial with over 15 years of account management experience working in the employee benefits brokerage community. She is a graduate of Bellevue University with a Bachelors degree in Human Resources Management. She is very active in the community and is a soccer mom. Kim resides in Omaha, Nebraska with her husband of 22 years Bob and children Robbie (16) and Danielle (15). Please help me welcome Kim to the team! Kim Newman: [email protected], 402-552-8785 (office), 402-599-3813 (cell).
Day Date 9:00am 10:00am 12:00pm
Monday 6/2/2014 My Account Administration Data Security Sales Performance
Monday 6/9/2014 Harmony Enrollment New Account Welcome Process Basic Flexible Benefits
Monday 6/16/2014 Harmony Setup My Account Administration Propr
Monday 6/23/2014 LinkedIn Business Quality Index Colonial College
Monday 6/30/2014 Track An App New Account Welcome Process Business Quality Index
S E R V I N G I O W A & N E B R A S K A P A G E 3
Growing Through Incremental Change Would you like a raise?
In this session we will explore three proven sales techniques used to increase results and share other techniques found to be successful.
Do they ever tell you ‘No”?
In this round table session we will share best practices on objections that have become part of our ever changing environ-ment.
What do you do when it doesn’t go as planned? In this panel discussion we will share tips from top Openers and Benefits Counselors in the country on how a counselor can make the most out of every enrollment opportunity.
Are you maximizing your connection with your customers?
In this session we will explore some key areas of communication that will have a direct impact on your sales results and your ability to help the people who cross your path.
Do you learn something new about Colonial Life every day?
In this interactive session, we will review and share little known or forgotten tips for Underwriting, Claims and Harmony. Ever get overwhelmed with the process?
In this open discussion we will focus on maximizing efficiency and customer service while performing the neces-sary responsibilities of a top benefits counselor.
* This forum is open to all Reps and Managers in the Territory. It is an annual requirement for existing National Enrollment Team members to attend, as well as Benefits Counselors who are looking to join the NET team.
We are excited to announce the new Premier Client Services (PCS) Enrollment Forum is coming to your Territory! During this six hour Forum we will be discussing advanced sales
techniques, professional development ideas, and Colonial Life enrollment knowledge
Wednesday July 23rd from 9am-330pm
Territory Office– 11420 Blondo St. Ste. 104 Omaha, NE 68164
The Forum is designed for any Benefits Counselor, Opener or Manager who is interested in exploring successful enrollment practices to increase sales results.*
By Tuesday July 15th Register through Propr. Go to Training > I Want To > Register for a Class > Register For Class Now
OR Call into Colonial Life Center Registration Center at (800) 43-VOICE (438-6423), option 2, 7, 3
For any questions, please contact your Regional Enrollment Manager, Meghan Olson at 623-242-6215 or [email protected]
P A G E 5 S E R V I N G I O W A &
P A G E 8
Second quarter business deadlines Don't miss out on processing your second quarter business
Clean manual business – received by Tuesday, June 24.
Clean census enrollment files -- received by 6 p.m. ET Thursday, June 26.
Clean electronic business -- received by 6 p.m. ET Friday, June 27.
New business -- will continue to be processed until 7 p.m. ET on Friday, June 27.
Second quarter new contract submission
The deadline is Friday, June 20. The last day to submit completed new rep and new manager contracts to count toward first
quarter recruiting goals is Friday, June 20. For the contract to be considered complete, the new rep or manager must have
passed the market conduct test, have a license and explain all background issues, if applicable. We'll process contracts re-
ceived after Friday, March 21, in the order received, but this doesn't guarantee processing for fourth quarter.
CI SUMMER DASH FOR CASH
For a limited time -- a new summer bonus
Cash in this summer with our new CI Summer Dash for Cash bonus. Here’s how it works:
Between June 1 and Aug. 29, 2014, every pre-approved eligible account that successfully sells Critical Illness1.0 and reaches a
minimum of $2,000 in new total net sales premium (from any combination of products, it doesn’t all have to come from Criti-
cal Illness 1.0) will earn a $200 bonus.
Bonus payment is allocated based on the opener premium split. The bonus will be paid monthly, and is for career agents only.
This bonus is in addition to the commissions and bonuses sales managers and their reps can earn from their regular compensa-
tion plan.
Reminder!
Our Inforce Growth Consultant, Sandy Runion, will be hosting a webinar on the AIMS system for our territory. The webinar is TOMORROW—
Thursday June 5th at 10:00 a.m. CST.
Conference Number: 1-888-238-7803 Participant Code: 6786877#
To join the meeting: https://egc.unum.com/sjrunion/
President’s Club &
Leaders Conference 2015
2015 President’s Club Ritz-Carlton, Grand Cayman April 13-15, 2015 From the moment you arrive at the Ritz-Carlton, Grand Cay-man, on April 13, 2015, you’ll be greeted and pampered as if you were the only guests at this exclusive resort. With the lush surroundings, the beautiful furnishings and exceptional hospitality that’s expected of a Ritz-Carlton Resort, you’ll bask in the luxury of this world-renowned location. Sitting on the famous Seven Mile Beach, the Ritz-Carlton is a Grand Cayman icon. The resort boasts five restaurants, two outdoor pools and Blue Tip, a world-class Greg Norman-designed nine-hole golf course. Attendees will stay in ocean-view rooms and have all meals and tours provided during President’s Club. This elegant resort is the fitting reward for all your hard work. It’s time to bask in the sunshine and renew your spirit. Some of your amenities for this elite group of salespeople are:
Hospitality cabanas on the beach. Complimentary activities for the two days at President’s
Club.
2015 Leaders Conference Ritz-Carlton, Grand Cayman April 15-19, 2015 Qualify for the 2015 Leaders Conference, and you’ll en-joy the fun, arriving on April 15 for a four-night stay. You’ll also enjoy the resort that U.S. News & World Re-port voted one of the “Best Hotels in the Caribbean” for 2013. Take the opportunity to enjoy the Silver Rain Spa, voted one of the World’s Best Spas (2010-2012) and No. 1 in the Caribbean by Condé Nast Traveller. With all the on-site water sports included, you’ll have plenty of time to have fun with your Colonial Life family and friends. Grand Cayman offers a diverse range of activities for the energetic, nature lovers and die-hard shoppers. Take a stroll through the streets of George-town, and you’ll feel like one of the “Rich and Famous” travelers who frequent this Caribbean gem. You don’t want to miss this fantastic Leaders Confer-ence. Make a plan to be there with your Colonial Life family.
Watch the 2015 President’s Club and Leaders Con-ference video. Read more on Propr.
Are you ready to find out where we’re going for the 2015 President’s Club and Leaders Conference trips?
It’s a grand escape you don’t want to miss.
The Territory Staff is here to support YOU!
Please feel free to contact us with any ques-
tions or concerns. Our normal hours of opera-
tion are 8:00 a.m. to 5:00 p.m. central time. Ty Craig—Territory Sales Manager—
402-552-8782; [email protected]
Megan Haider—Territory Exec. Assistant—
402-552-8783;
Candace Maaske—Regional Instructor—
402-552-8781; [email protected]
Kimberly Newman—Territory Recruiter—
402-552-8785; [email protected]
Territory Office Fax—402-898-2832
Tori Beachy—Territory Enrollment
Coordinator—308-440-4666 ;
TEC Fax—308-224-3618
Happy Father’s Day to all the dads on our team!
