The 3 ways we get paid
Commissions, Bonuses, Renewals
Where you find the onboarding checklist
What is Dashboard?
This person is our Territory Manager
Who is Patrick Skelton?
On this date, the IDN8100 will be available in Harmony and Quick Quotes
What is July 14th?
The number of voluntary products we offer?
What is 7?
Accident, Disability, Dental, Cancer, Life, Hospital Indemnity and Critical Illness
Pays up to $7,800 in bonuses on the first $100,000 of weighted new account net sales.
What is New Rep Bonus?
Three ways to claim leads
What is manually entering a lead, scan a business card, and use the master leads list?
This person is the President/CEO of Colonial Life
Who is Tim Arnold?
The issue age on the IDN8100 has increased to _____
What is age 79?
The two types of voluntary benefits we offer
What is Group and Individual?
An account where a minimum of $2,500 in new account net sales premium is written.
What is a Case Count?
This tab in Agent Assist shows your scheduled and completed activities all in one place to help keep you organized and focused through out the day.
What is Daily Planning Tab?
In this year we introduced worksite marketing of voluntary benefits through payroll deduction
What is 1955?
(and that first payroll deduction account remains a Colonial Life customer to this day)
Rollover is now called this term for IDN8100
What is "carryover"?
Pays a benefit directly to you if you are injured and need medical treatment
What is Accident Insurance?
A measure of the overall persistency of your business (how well the business you write stays on the books).
What is BQI?
(Business Quality Index)
Agent Assist tracks activity for these four types of contact methods.
What is Calls, Drops, Meetings and Emails?
In this year, the company previously known has Mutual Accident Company became Colonial Life & Accident Insurance Company
What is 1939?
The number of IDN8100 plan designs
What is 7?
Preventative, Standard, Enhanced, Premier, Freedom, Freedom Premier, & Retiree
Replaces a portion of your income if you are sick or hurt and unable to work.
What is Disability Insurance?
A program that rewards agents for recruiting and/or training new Colonial Life ASRs.
What is RTB?
(Recruiting Training Bonus)
The total number of days to work a lead from claim to close/expiration
What is 82 days?
In 1937, Edwin F. Averyt and J. Clifton Judy started Mutual Accident Company in Columbia, South Carolina and sold this has their first product
What is accidental death coverage?
The 2 plan designs are completely new!
What is Preventative and Retiree?
Provides a lump-sum benefit if diagnosed with a covered illness
What is Critical Illness insurance?