Suggested Calendar
150
What is the most prestigious award you can earn at Colonial Life
The Averyt Award
What does Annual Premium in the first 52 weeks refer too
New Sales
What is one thing you NEED to have in order to be success as an opener regardless of skill?
New Leads
When should I build all my DM2 presentations for the next week?
Friday Afternoon
Where is Colonial Life headquartered
Columbia Sc
What bonus can give me $500 dollars per case
Recruiting Bonus
What product can pay a benefit for clients to go to a cpr class?
Group Accident
How many DM1s should I aim to schedule each week?
7
Who is Colonial Life's CEO
Steve Jones
What Bonus Pays ASR's Monthly
YTD bonus
When does business need to be submitted to count for next week, usually...
Friday at 530
What do I need to make sure I do on Friday afternoon before I leave?
1 on 1 with my manager
What prestigious group is based on cases and contracts?
Growth Teams
What is the commission on our highest individual product
37.5%
How many leads should on person be working on a one time, max
150
What is the average number drops I should AIM for minimum in a day.
15
Who is Colonial Life's VP of Sales
Ashley Minor
What is the commission on our lowest product?
8%
Who was the latest Averyt award winner
Tim Arnold
How many new leads should I aim to gather in a day?
10
What is the original name of the DM1 and DM2 process
Texas 2 Step
What new sales do not count toward your bonuses?
Group Term Life
Who is Ellie?
AI assistant used in Tru Agents
What is the prospecting strategy we aim to execute based on the book fanatical prospecting?
Lead Advantage
Who make up the members of the Louisiana Core Team and what are their roles.
Tyler TSM
Bri ATM
Kellye TOM
Micah TST
Kelly RC
How long do you have to make case count on a new group?
52 weeks
What must you do in order to order market material
What punctuation should be used in the title of every Calendar entry on google?
Colon
In what year did UNUM aquire Colonial Life?
1993
How much is your new rep bonus worth in total
$7800
Who is Recuro health
Telehealth partner
How many cases should I am look to close a month?
2
What are the 4 pillars of Colonial Life?
New Sales, Existing Block, Broker, Recruiting
Tuesday
At what point should you turn in EWCS to vanessa?
No later than 3 days prior.
What should I do each and every day vs waiting until the last minute.
What are the 3 roles for role specialization.
Opener. Coordinator. Benefit Counselor.
What is the general rule of thumb for projecting an account?
IPPE x Number EE
How many telehealth programs do we have access too