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Transcript of Lv sd hi newsletter 05092014
National Small Business Week
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Disability Insurance Aware-ness Month
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May 2014 Corporate Anni-versaries in our Territory
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May 2014 Birthdays in our Territory
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Calendars 6
Leading Producers for Week 18 2014
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Production Standings for Week 18 2014
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Inside this issue:
Friday, May 9, 2014
Volume 8, Issue 19
MAY DERBY RACE EVENT—SOUTHWEST REGION—MAY 19-23
EVERYBODY! Get your Mint Juleps and Derby Hats ready to launch our summer success with a Kentucky Derby Themed May RACE Event. This is NOT a company sponsored event but a Southwest Region event that will spur some territory pride among the winner(s). Details of the event are as follows: This is a friendly competition at the Regional level and winners will have territory bragging rights. The Derby RACE should not conflict with any regular RACE activity planned, and is just an over-lay to generate more excitement and “territory pride”. All territories must use the same point system (provided below) for this contest, even if you use some additional metrics for your local rep level effort. Points for this competition are: Dials = 1 point Drops = 3 points Appointments = 5 points (defined as a set appointment with a DM) Master apps = 25 points The Regional Instructor of the top 2 territories by RACE point total points will be allowed to re-ward up to $100 in prizes at the territory level any way they see fit – all to the top winner, split to four winners, etc. Total territory points for the full RACE event (Mon-Fri) will be used to determine final winning territories; numbers need to be sent in the following Tuesday morning (May 27) to the RDM. * In the event of a tie, the territory with most appointments set will be the winner.
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Colonial Life Sponsors National Small Business Week Small business: the little engine that could
— and does
Small businesses are America’s business engine: They create two out of every three new jobs, and half of America’s workers own or work for a small business. And they’re big business for Colonial Life, too, accounting for two-thirds of the company’s sales last year.
That’s why Colonial Life was quick to ink the exclusive insurance industry co-sponsorship for next week’s National Small Business Week, a nationwide effort of the U.S. Small Business Administration to support and promote the 28 million small businesses that drive America’s economy.
Small Business Week events take place May 12-16 in San Francisco; Kansas City, Mo.; Boston; and Washington, D.C. The cross-country event is designed to engage the small business community and highlight the impor-tance of small businesses as innovators and job creators. Thousands of people are expected to attend live and online events including forums and panels, networking events, trade shows and webinars.
As part of its sponsorship, Colonial Life will present a live webinar on employee bene-fits for small businesses at 4 p.m. Eastern time on Tuesday, May 13. Participation is free but requires advance registration (YES, you must register ahead of time for this webinar) and spaces are limited. Colonial Life also will ex-hibit at trade shows in each featured city next week.
“Small employers are big business for the U.S. economy,” said Gil Youmans, direc-tor, Small Market Solutions for Colonial Life. “Providing benefits solutions for small busi-nesses to help them grow and be more com-petitive has been an important focus for us for the past 75 years. We look forward to sharing some of what we’ve learned to help other busi-nesses succeed.”
As part of the sponsorship, we will be hosting a webinar on Tuesday, May 13-1 pm PT. The webinar is an overview of voluntary benefits and their importance to small employ-ers & their employees. (YES, you must regis-ter ahead of time for this webinar!)
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Disability Insurance Awareness Month Newly-branded materials, videos, training and more Disability coverage is a very important part of an employee’s benefits package. What would your customers do if they were out of work due to an illness or injury? Would they be able to continue paying their mortgage or rent, utilities, food, cloth-ing and other bills to support their family? Probably not for long. That's when disability insurance can step in and help during troubled times. The ability to support oneself if dis-abled or unable to work is among the top three financial con-cerns for people—ranking just behind money for retirement and paying medical expenses. Yet, too many of today's work-ers aren't covered by disability insurance. Throughout the month of May, disability insurance is in the spotlight. Take some time to look over the materials and re-sources related to our disability products and promote the value of Colonial Life disability products to your accounts. Check out the Disability Overview page on Propr for more information. Newly-branded disability materials Several of our disability marketing pieces have been updated and refreshed with the new Colonial Life and Paul Revere brand:
Disability 1000 Employer/Broker topic sheet (Colonial Life and Paul Revere)
Group Disability Employer/Broker topic sheet
Disability Portfolio topic sheet
Portfolio of Products flier
Disability Facts sheet (Colonial Life and Paul Revere) Disability product video This video shows a high-level overview of disability insur-ance. Use the video with your accounts to help them see why disability coverage is so important. The video is also available in Spanish. Disability Basics Learn more about disability insurance by completing the Dis-ability Insurance Basics module in the Training section of Propr. This training is approved for Continuing Education credit in most states. Two by Four Cover-age Solutions Use our Two by Four underwriting offer to place Disability 1000 in your small accounts, or to place Disability 1000 or Group Disability in large accounts. Get the details about our Two by Four Coverage offer in the Underwriting section on Propr. Di-rect Summit second quarter sales contest Disability insurance is a great door opener in small accounts. Use our disability products with your direct accounts and boost your standings in the second quarter Direct Summit sales contest. Winners will enjoy a fantastic trip to the Emerald City of Se-attle this August. The contest ends June 28. Find contest de-tails on Propr.
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MAY 2014 CORPORATE ANNIVERSARIES
Richard Blackstone, 34 years as of May 25
Neil Skolnick, 24 years as May 12
Joan Rance, 13 years as of May 7
Jackie Kohorst, 12 years as of May 15
Andrea Tierce, 9 years as of May 12
Margo Ramirez, 7 years as of May 10
Tommy O, 2 years as of May 18
Bricyn Afong, 1 year as of May 3
Myoung Y. Kim, 1 year as of May 7
Xavier Alejandro Serrano, 1 year as of May 9
Jaime Mirman-Barkin, 1 year as of May 10
Duc Tam Quang Nguyen, 1 year as of May 10
Marcia Sumile, 1 year as of May 10
Linda Ishikawa, 1 year as of May 14
Sandra Jaffe, 1 year as of May 15
Jennifer Moya, 1 year as of May 15
Chenoa Baker, 1 year as of May 20
Richard Matthews, 1 year as of May 23
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Julia Gesz, May 2 Uzi Rivera, May 3 Kazuo Yokoe, May 5 Karlyn Zambrotta, May 5 Venus Gabuyo, May 6 Maria Magdalena Prado, May 6 Mindy McVey, May 9 Von Hampton, May 10 Nicole Richards, May 10 Nick Barber, May 13 Peter Formica, May 13 Mark Smith, May 14 Maria Mendoza, May 15 Joyce Thomas, May 16 Mona Vanderveld, May 17 Sebastien Dehi, May 19 Elthon Cruz, May 21 Dennis Root, May 22 George Grajeda, May 23 Lee Trudeau, May 23 Sandy Cooper, May 24 Kym Dunham, May 24 Eric Palma, May 24 Izzy Zeichner, May 24 Shona Cropper, May 25 Cheryl Petereit, May 26 Will Vourlas, May 26 Elizabeth Kent, 27 Leslie Penczek, May 27 Lillian Martin, May 28 Margaret Wong, May 28 Alexy Feral, May 30
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Calendars
May–June 2014
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
MAY 11
12 STEVE IN LV Melissa Carrillo, 8, 2:00
13 STEVE IN LV West Region Enroller Forum Webinar with Sheilah Rund LV CLC Benefits Counselor Class Melissa Carrillo, 400, 9:00 Eliseo Artiaga, 4, 9:00 Whitney Criscola, 40, 9:00 Jessica Maurer, 25, 9:30 Chuck Stanley, 20, 10:00 Whitney Criscola, 7, 10:00 Lee Trudeau, 20, 10:30 Joel Parks, 5, 11:00 Russell Brown, 3, 11:30 Russell Brown, 15, 1:00 Jennifer Nila, 4, 1:00 Jessica Maurer, 50, 2:30
14 STEVE PTO ADM School @ home office LV CLC Benefits Counselor Class Richard VanOrdt, 22, 9:00 Richard VanOrdt, 120, 10:00 Chuck Stanley, 8, 10:30 Jessica Maurer, 5, 10:30 Chris Pierson, 21, 11:00 Chuck Stanley, 12, 11:00 Joel Parks, 6, 11:00 Whitney Criscola, 5, 11:00 Jennifer Nila, 5, 11:30 Jessica Maurer, 35, 3:30 Russell Brown, 4, 4:00
15 STEVE PTO ADM School @ home office LV CLC Benefits Counselor Class / SD CLC Group Briefing Class Joel Johnston, 16, 9:00 Joel Parks, 16, 11:00 Melissa Carrillo, 80, 11:30 Joel Johnston, 8, 2:00
16 STEVE PTO ADM School @ home office SD Lunch: El Pollo Loco Liz Martin, 36, 9:00 Joel Johnston, 12, 9:00 Lorin Westlund, 82, 1:00
17 PREAKNESS STAKES
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19 STEVE IN SD Stephen and Marti en route to Dallas Regional RACE event Whitney Criscola, 2010, 11:00 Liz Martin, 85, 2:00
20 STEVE IN SD Stephen and Marti in Dallas Regional RACE event
21 STEVE IN SD Stephen and Marti in Dallas LV CLC Prospecting Class / SD CLC DDP Regional RACE event
22 STEVE IN SD LV CLC Prospecting Class / SD CLC DDP Regional RACE event Bill Kairis, 8, 10:00
23 STEVE IN SD Regional RACE event SD Lunch: Flippin’ Pizza
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26 MEMORIAL DAY HOLIDAY – ALL TERRITORY & HOME OFFICES CLOSED
27 STEVE IN LV Terie PTO
28 STEVE IN LV - LV CLC Presenting to the DM Class / SD CLC Presenting to the Employer Whitney Criscola, 250, 10:30
29 STEVE IN LV - LV CLC Presenting to the DM Class / SD CLC Presenting to the Employer
30 STEVE IN LV Terie PTO SD Lunch: Boston Market
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JUNE 1
2 STEVE IN SD Terie at SC home office
3 STEVE IN SD Terie at SC home office KC Hunter, 5, 9:00
4 STEVE IN SD Terie at SC home office
5 STEVE IN SD Terie at SC home office Marti Black PTO
6 STEVE IN SD Terie at SC home office Marti Black PTO SD Lunch: Major Market
7 BELMONT STAKES
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9 STEVE IN LV National RACE event
10 STEVE IN LV National RACE event Melissa Carrillo, 20, 2:00
11 STEVE IN LV National RACE event Melissa Carrillo, 33, 9:30 Will Vourlas, 7, 11:30
12 STEVE IN LV National RACE event Melissa Carrillo, 15, 1:00
13 STEVE IN LV National RACE event SD Lunch: TBA
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New Reps! ONBOARDING!
Hi everyone, Here’s the list of training content added to Propr the past two weeks:
DGA/PSM Training Call – the April 18th recording has been posted
Express Enroll Coordinator Webinar – the May 5th webinar has been posted
Day Date 6:00 am PDT / 3:00 AM Hawai'i 7:00 am PDT/ 4:00 AM Hawai'i 9:00 am PDT/ 6:00 AM Hawai'i
Monday 5/12/2014 Track An App Colonial College Using Wellness for Working Conditions
Monday 5/19/2014 Sales Performance Business Quality Index Benefits Communication & Ed.
Monday 5/26/2014 Using Wellness for Working Conditions Colonial College LinkedIn
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
Monday 7/7/2014 New Account Welcome Process Harmony Setup Harmony Enrollment
Monday 7/14/2014 My Account Administration Using Wellness for Working Conditions Benefits Communication & Ed.
Monday 7/21/2014 Track An App LinkedIn Sales Performance
Monday 7/28/2014 Sales Performance Basic Flexible Benefits Propr
Monday 8/4/2014 Benefits Communication & Education Colonial College Business Quality Index
Monday 8/11/2014 Harmony® Setup New Account Welcome Process LinkedIn
Monday 8/18/2014 Harmony® Enrollment My Account Administration Sales Performance
Monday 8/25/2014 Using Wellness for Working Conditions Track An App Colonial College
Monday 9/1/2014 Benefits Communication & Ed. My Account Administration Basic Flexible Benefits
Monday 9/8/2014 LinkedIn Business Quality Index Propr
Monday 9/15/2014 Sales Performance Harmony® Setup Using Wellness for Working Conditions
Monday 9/22/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome Process
Monday 9/29/2014 Propr Using Wellness for Working Conditions My Account Administration
Monday 10/6/2014 Colonial College Benefits Communication & Ed. Track An App
Monday 10/13/2014 Business Quality Index LinkedIn Harmony Enrollment
Monday 10/20/2014 New Account Welcome Process Sales Performance Business Quality Index
Monday 10/27/2014 Benefits Communication & Ed. Basic Flexible Benefits Harmony® Setup
Monday 11/3/2014 LinkedIn Propr Harmony® Enrollment
Monday 11/10/2014 Track An App Colonial College Using Wellness for Working Conditions
Monday 11/17/2014 Sales Performance Business Quality Index Benefits Communication & Ed.
Monday 11/24/2014 Using Wellness for Working Conditions Colonial College LinkedIn
Monday 12/1/2014 My Account Administration Basic Flexible Benefits Sales Performance
Monday 12/8/2014 Harmony Enrollment New Account Welcome Process Basic Flexible Benefits
Monday 12/15/2014 Harmony Setup My Account Administration Propr
Monday 12/22/2014 LinkedIn Business Quality Index Colonial College
Monday 12/29/2014 Track An App New Account Welcome Process Business Quality Index
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Top Opener, Week 18 2014: Hugo Antonio Guzman (Andras Gesz District)
Top Benefits Counselor, Week 18 2014: Christine L. Go (Rita S. Ornellas District)
Top Coordinator, Week 18 2014: Andrea Marie Tierce (Del Downey District)
Most Sales Credits, Week 18 2014: Hugo Antonio Guzman (Andras Gesz District)
Top Rookie, Week 18 2014: Matthew Alika Casabar (Rita S. Ornellas District)
Top Assistant Manager, Week 18 2014: Melissa Dee Carrillo (George Michael Sorrentino District)
Top Manager, Week 18 2014: George Michael Sorren-tino (San Diego, California)
Welcome New Reps: Martin Howard, Jacqueline Julian, Maria Mersino, and Robert McPride
These production stats are for Week 18 2014 (April 27, 2014, to May 3, 2014)
Territory YTD 2014 Statistics (through 05Territory YTD 2014 Statistics (through 05--0909--14)14) 2014 YTD New Account Premium (as of 05/03/2014) $1,597,273.32
2014 YTD New Total Sales Premium (as of 05/03/2014) $3,769,942.44
2014 YTD Net New Cases 97.50
2014 YTD New Broker Tiers 4
2014 YTD New Broker Contracts 13
2014 YTD New Rep Contracts 67
Known Pending Rep Contracts 2
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These production stats are for Week 18 2014 (April 27, 2014, to May 3, 2014)
Weekly Top 5 in Sales Credits
Rank Agent Name District Weekly Sales Credits
1 GUZMAN, HUGO ANTONIO GESZ 9,421.83
2 TIERCE, ANDREA MARIE DOWNEY 9,228.46
3 CASABAR, MATTHEW ALIKA ORNELLAS 6,420.27
4 JARQUE, MARIA VERONICA MINNEY 5,892.88
5 GO, CHRISTINE L. ORNELLAS 4,778.33
Weekly Top 5 in Net New Account Sales Premium
Rank Agent Name District Weekly Sales Premium
1 ROOD, BRIAN CRAIG DOWNEY $7,556.52
2 BRADFORD, FREDRICK DUANE WELTY $6,333.72
3 VOURLAS, WILLIAM CHARLES SORRENTINO $5,604.36
4 BAKER, PATTI JO GESZ $1,212.48
5 MERLINI, JAMES MICHAEL WESTLUND $710.02
Weekly Top 5 in New & Rookie Sales Credits
Rank Agent Name District Weekly Sales Credits
1 CASABAR, MATTHEW ALIKA ORNELLAS 6,420.27
2 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 4,270.11
3 VOURLAS, WILLIAM CHARLES SORRENTINO 3,082.41
4 MILLER, BRIDGETTE S. KOHORST 507.32
5 MERLINI, JAMES MICHAEL WESTLUND 390.51
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These production stats are for Week 18 2014 (April 27, 2014, to May 3, 2014)
Weekly Top 5 Openers
Rank Agent Name District Weekly Sales Credits
1 GUZMAN, HUGO ANTONIO GESZ 9,403.56
2 ROOD, BRIAN CRAIG DOWNEY 4,681.58
3 CASABAR, MATTHEW ALIKA ORNELLAS 3,923.51
4 RANCE, JOAN KOHORST 3,840.14
5 SKOLNICK, NEIL MINNEY 3,556.19
Weekly Top 5 Benefit Counselors
Rank Agent Name District Weekly Sales Credits
1 GO, CHRISTINE L. ORNELLAS 4,778.33
2 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 4,270.11
3 JARQUE, MARIA VERONICA MINNEY 3,440.85
4 RANCE, JOAN KOHORST 3,074.14
5 MONTALBO, LAMBERT TERRITORY ENROLLMENT TEAM 2,866.50
Weekly Top 5 Coordinators
Rank Agent Name District Weekly Sales Credits
1 TIERCE, ANDREA MARIE DOWNEY 9,228.46
2 PAYNE, MICHELLE RENE KOHORST 2,542.41
3 TRUMAN, TAMMY M. TERRITORY COORDINATOR 2,363.43
4 JARQUE, MARIA VERONICA MINNEY 2,001.66
5 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 1,330.11
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These production stats are for Week 18 2014 (April 27, 2014, to May 3, 2014)
Top Ten Reps 2014 Net Sales CreditsTop Ten Reps 2014 Net Sales Credits Rank Agent Name District Sales Credits
1 KENT, ELIZABETH RENTERIA 147,830.00 2 TIERCE, ANDREA MARIE DOWNEY 116,637.88 3 PAYNE, MICHELLE RENE KOHORST 95,278.32 4 DUNHAM, KYM ELIZABETH RENTERIA 93,331.84 5 TRUMAN, TAMMY M. TERRITORY COORDINATOR 87,179.80 6 CROSBY, PETER MUZZY MINNEY 74,176.83 7 BUFFONE, MARY CATHERINE RENTERIA 74,062.31 8 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 64,922.30 9 ROOD, BRIAN CRAIG DOWNEY 58,199.09
10 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 57,314.99
Top Reps 2014 New Account PremiumTop Reps 2014 New Account Premium Rank Agent Name District Premium
1 WELTY, BRETT JASON WELTY $50,968.74 2 RENTERIA, LISA BETH RENTERIA $40,175.64 3 ROOD, BRIAN CRAIG DOWNEY $37,870.44 4 BAKER, PATTI JO GESZ $25,841.90 5 CARRILLO, MELISSA DEE SORRENTINO $23,767.86 6 STACY, TONI GESZ $20,465.31 7 BUFFONE, MARY CATHERINE RENTERIA $19,696.44 8 MAHER, GREGORY FRANCIS GESZ $16,232.52 9 HART, KEITH FRANCIS MCFARLAND $15,760.50
10 O'ROURKE, JAMES EDWARD GESZ $15,234.72
Top Reps 2014 Case CountsTop Reps 2014 Case Counts Rank Agent Name District Case Count
1 WELTY, BRETT JASON WELTY 5.00 2 (tie) RENTERIA, LISA BETH RENTERIA 4.00 2 (tie) STACY, TONI GESZ 4.00 4 (tie) CARRILLO, MELISSA DEE SORRENTINO 3.00 4 (tie) HART, KEITH FRANCIS MCFARLAND 3.00 6 (tie) BAKER, PATTI JO GESZ 2.00 6 (tie) BEAUBIEN, DOROTHEA LYNN MINNEY 2.00 6 (tie) BUFFONE, MARY CATHERINE RENTERIA 2.00 6 (tie) CASABAR, MATTHEW ALIKA ORNELLAS 2.00 6 (tie) COON, DARCY ELAINE GESZ 2.00 6 (tie) HUNTER, KENNETH EARL MCFARLAND 2.00 6 (tie) MAHER, GREGORY FRANCIS GESZ 2.00 6 (tie) MCAREE, GREGORY KEVIN SMITH 2.00 6 (tie) O'ROURKE, JAMES EDWARD GESZ 2.00 6 (tie) RAKITINA, ALENA MCFARLAND 2.00 6 (tie) ROOD, BRIAN CRAIG DOWNEY 2.00 6 (tie) VOURLAS, WILLIAM CHARLES SORRENTINO 2.00
18 (tie) 26 WITH 1 APIECE 26 1.00
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These production stats are for Week 18 2014 (April 27, 2014, to May 3, 2014)
Weekly Top 5 Districts in Area New Account Premium Rank District Manager Name Area Weekly Sales Premium
1 ORNELLAS, RITA S. HONOLULU, HI $13,628.40
2 KOHORST, JACQUELINE HENDERSON, NV $12,410.64
3 DOWNEY, DEL EUGENE TEMECULA, CA $7,169.52
4 SORRENTINO, GEORGE MICHAEL SAN DIEGO, CA $6,432.73
5 WELTY, JEFFREY MICHAEL KEARNY MESA, CA $6,333.72
Top Districts YTD New Account PremiumTop Districts YTD New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium
1 KOHORST, JACQUELINE $849,123.36 2 SORRENTINO, GEORGE MICHAEL $172,713.74 3 GESZ, ANDRAS $118,452.24 4 WELTY, JEFFREY MICHAEL $66,316.09 5 RENTERIA, JUNIOR, JESSE JOHN $59,488.73 6 ABARZUA, JULIE $58,691.47 7 DOWNEY, DEL EUGENE $54,677.28 8 MCFARLAND, COURTNEY JEANNE $52,146.96 9 ORNELLAS, RITA S. $51,699.96
10 WESTLUND, LORIN KULM $43,499.02
Top Districts YTD Case CountTop Districts YTD Case Count RankRank District ManagerDistrict Manager Net YTD Case CountNet YTD Case Count
1 SORRENTINO, GEORGE MICHAEL 12 2 (TIE) ABARZUA, JULIE 10 2 (TIE) GESZ, ANDRAS 10 4 (TIE) MCFARLAND, COURTNEY JEANNE 7 4 (TIE) ORNELLAS, RITA S. 7 4 (TIE) RENTERIA, JUNIOR, JESSE JOHN 7 4 (TIE) SMITH, TIMOTHY MITCHELL 7 8 (TIE) KOHORST, JACQUELINE 6 8 (TIE) ROTH, CHRISTOPHER ALLAN 6
10 (TIE) DOWNEY, DEL EUGENE 5 10 (TIE) MINNEY, MICHAEL JAY 5 10 (TIE) WELTY, JEFFREY MICHAEL 5
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1st Quarter: Outstanding! Results Colonial Life began the year with significant milestones: a refreshed brand in January, a
new public website in March and a 75th anniversary celebration in April. In between, the com-pany closed the books on first quarter with significant progress in several areas, including positive growth in sales and operating income.
First quarter sales of $72 million were up 6.5 percent compared with a year ago, just be-
low an aggressive plan. Sales in existing accounts and commercial markets drove this success, overcoming below-plan results in new account and public sector sales.
More good news: Sales from first-year representatives nearly doubled over first quarter
a year ago. The number of new reps was up nearly 32 percent, and the number of “impact dis-tricts” — those producing at least $400,000 in sales premium — exceeded plan.
“The increased success of Colonial Life’s newest team members is a good sign for fu-
ture sales growth,” President and CEO Randy Horn said in an email to employees. “With a new cancer product and RACE event in April, small business and disability promotions in May, new life product enhancements in August and other initiatives underway, we expect these positive trends to continue and grow in the months ahead,” Randy said.
Positive sales momentum, along with good benefit results and investment returns, also
contributed to a 5.3 percent increase in pretax operating income at $79.4 million. Meanwhile, the internal customer service measure — a combination of weighted aver-
ages from several areas — exceeded plan with a 103 percent score. “Excellent customer service makes a big difference in a highly competitive market and
is an important way we live our brand promise to work to a higher standard,” Randy pointed out.
Pretax operating income — We exceeded our goal on this measure in first quarter with a 5.3 percent increase over last year, driven by good benefit results and investment returns. Customer service score — We exceeded plan with a strong 103 percent score on this measure, which combines weighted averages from several areas. Excellent customer service makes a big difference in a highly competitive market, so thank you for your efforts. Customer satisfaction survey score — This measure is based on satisfaction survey re-sults from plan administrators, claimants and policyholders administered by external market research vendors. Our most recent survey results showed 90 percent of customers are highly satisfied or satisfied with our service.
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Corporate presence across social media
CONTACT US
Introducing the 2014 Corporate Recruiting Display Setup!
Colonial Life Las Vegas Tivoli Village at Queensridge 400 South Rampart Boulevard Suite 250 Las Vegas,
NV 89145-5721 Phone: (702) 862-1951 Fax: (702) 256-3070 TSM Steve Polk: [email protected]
RI Trent Smith: [email protected]
TR Heather Schoenwald: [email protected]
TEA Marti Black: [email protected]
Colonial Life San Diego Pinnacle Executive Centre
10920 Via Frontera Suite 440 San
Diego, CA 92127-1832 Phone: (858) 386-4452
Fax: (858) 451-9939
TSM Steve Polk: [email protected]
RI Terie Bradford: [email protected]
TR Melissa Davis: [email protected]
TEA Stephen Sims: [email protected]