A U G U S T 2 1 , 2 0 1 3 V O L U M E 6 , I S S U E 3 2

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

Colonial Life continues to do a great job at giving us the tools we all

need to be as successful as we can possibly be. The new Group

Short Term Disability policy looks to be a great addition to our

excellent product line. Please make sure you complete your product

mastery and are up to speed on the product so you’re ready when

selling opportunities arise.

Have you checked out the new Quick Quote Tool? If not, please do.

It’s another excellent new tool to help make your business run more

effectively. The Quick Quote Tool will be replacing Harmony

Prelude which will be taken off-line on August 31. You can find the

Quick Quote Tool on Propr.

Kids are back in school, vacations are about over, business owners

are back to business. Get out there and tell the Colonial Life story.

It’s a good one!

Let’s do all we can and have a successful week ahead.

Thanks,

Randy

Cash for Cases will soon be coming to an

end. Make sure you are taking advan-

tage of this awesome promotion!

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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

Jeremy Johnson– Regional Instructor —317-417-2457

Jeff Luxenberg—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#

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Week 29:

Ryan Ogle

Week 30:

Ryan Ogle

Dwight

Week 31:

Marisa Malone

Larry Colbert

Week 33:

Ryan Ogle

Ky Yarling

Mary Alley

Steve Squibb

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August 2013 Sun Mon Tue Wed Thu Fri Sat

1 Colonial

College

2 3rd Qtr.

Mgrs.

Meeting

3

4 5 6 Registra-

tion deadline

for CC

7 8 9 10

11 12 Registra-

tion deadline

for Group DI

Rollout

13 14 15 16 17

18 19 20 21 Group

Disability

Rollout 10-

3:30

22 Colonial

College—143

Benefits Coun-

selor Cert.

23 24

25 26 27 28 29 30 31

What’s happenin’ in August?

Every Monday and Friday– Prospecting Phone Labs—Monday’s 1:00-3:00; Friday’s 9:45-11:45—888-238-

7803/8275130#

Every Friday—DGA Conference Call—9:00 a.m. 888-238-7803/612656#; ADM Conference Call—Noon— 888-238-

7803/8275130#

August 1—Colonial College—161 Selling to the Employer

August 2—3rd Quarter Managers Meeting—DGAs—9:00 a.m.; DGAs and ADMs—Noon-3:00

August 21—Group Disability Rollout/HCR Workshop—10:00-3:30; 1st Floor Conference Room

August 22— Colonial College—143 Benefits Counselor Certification Workshop

PLEASE NOTE: All training, meetings, call clinics, etc held at

the Territory Office are Business Appropriate Attire at all times

unless otherwise stated. Please make a note of this.

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Territory Overview W E E K 3 3 T O P A C H I E V E R S

Territory Week 33:

3 New Case

0 New Contract

Production: $72,024

Territory Quarter to Date:

7 New Cases

11 New Contracts

Production: $236,023

Territory YTD:

36 New Cases

78 New Contracts

Production: $1,242,223

Jeff Brindle

DGA

$36,544

Ryan Ogle

ADM Brindle District

$7,275

Ky Yarling

ADM Plant District

$7,191

Aaron VanPelt

DGA

$5,894

Ruth Plant

DGA

$5,390

Mary Alley

ASR Brindle District

$2,991

Top District Week 33—Jeff Brindle—$47,253. WOW...fantastic Team Brindle!

Keep those weeks coming. Ryan Ogle, ADM personally wrote $7,275 and col-

lectively, Ryan’s team wrote a total of $10,266. Nice!

Ruth Plants District wrote $13,722 with Ky Yarling, ADM writing over half of

that with $7,191. Good job!

Always make a total effort, even when the

odds are against you.

Arnold Palmer

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A special message to the sales organization from Tim Arnold, Senior Vice President, Sales &

Marketing

Deadline approaching to take and pass mandatory market conduct test

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.

I appreciate everyone who has taken time to complete this very important task. However, according to our latest report more than 75 percent of the sales organization hasn’t passed the test yet.

Remember, we have a long tradition of doing what’s right -- for policyholders, business owners and employees. Part of ensuring we uphold this tradition and promote our brand in the marketplace is to provide important training to our sales team on market conduct, ethics, privacy and security requirements. Market conduct training is not unique to Colonial Life. Most, if not all, of the company’s major competitors require similar training. Although it’s a regulatory requirement, it’s also the right thing to do for our customers.

Members of the sales organization who don’t pass the test by the Sept. 15, deadline could face consequences including removal from advanced commissions and possibly termination from their Colonial 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.

Thank you,

Tim

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Product Spotlight Webinar Series

Learn how to win with new and existing accounts

These new Product Spotlight webinars can help you learn how to position

products and win in the marketplace. Webinars begin at 1 p.m. EST.

Schedule

Aug. 21 – Life

Topics

Competitive positioning

Positioning individual vs. group products

Best practices from featured salespeople

And more great topics!

Join the webinar

EGC webinar link

Company mobile phone: 207.575.6703

Land line: 888.238.7803

Territory offices: ext. 56703

Passcode: 2137388

Plan to participate in each webinar or listen to the recorded versions on

Propr. Watch for more details in Colonial Life News emails.

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Below are two (2) forms that are essential to keeping track of your daily activity and your busi-

ness. Within the next day or two, you will be hearing from either your DGA and/or your ADM

to discuss the importance of tracking your activity, expectations and the ease of completing

these forms . Should you have any questions, please contact your manager.

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In today’s ever changing world more and more peo-ple have gone digital and prefer to conduct business by email, text and various other types of social me-dias. Many of you have asked for an official email piece to help with your prospecting efforts and I am pleased to announce that Colonial Life has created an email version of the “Can You” drop-off brochure (59666-3) so that the reps have both a digital and print version of this prospecting tool.

The Can You email is live on MarketingNOW. To find it go to Propr > Marketing > MarketingNOW>Prospecting.

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: Deduction Frequency, Deduction Amounts, Salary, Beneficiary Percent-

age.

When you export to Excel, the leading zeros for social security numbers and employee 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.

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Please use the number and link below for the webinars:

https://egc.unum.com/onboarding3/

Conference Number: 1-888-238-7803 Participant Code: 654321

Get the training you need for your Monday morning team meeting!

There are so many reasons

to join a Monday webinar…

Educate your team!

A great way to set up the week’s expectations: cover new and

important topics!

Help you engage your team on a regular basis!

Venue for interaction!

Cover important topics!

Maximize each sales meeting!

We are committed to your growth and success.

Gain the knowledge, skills and tools needed to train and develop a successful team

by participating in educational webinars.

Webinars will be held every Monday

9:00am – 10:00am – 12:00pm EST

Educational Webinars conducted by Onboarding and Development Services

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1st Quarter Winners:

Jeff Brindle—Gold

Ryan Ogle—Silver

2nd Quarter Winners:

Mark Lubbs—Silver

David Brill—Silver

Teresa Christman—Silver

Ryan Ogle—Silver

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2014 President's Club and Leaders Conference

Show off your Italian shoes

Elegance, craftsmanship and beauty

Step into Italy, and you'll see some of the most beautiful and

elegant shoes in the world. Ladies, your closet won't be the same

after you bring home some Italian shoes. And, men, your suits will

look much more stylish when you wear a pair of Ferragamos.

Walk into a designer shoe store, smell the leather and marvel at

the craftsmanship of a well-made pair of shoes you can only find in Italy.

The Italian word for shoe is scarpa, a word that sounds like the scuff of

leather on pavement.

But you have to qualify for the 2014 President's Club and Leaders

Conference trips to enjoy this experience. Check out the standings on

Propr to make sure you'll be in Italy next year.