# tblActivities

Description:
received a returned call from Nancy Hall.  Nancy said there is no need for an enrollment because they are a small practice and all their employees are members.


Description:
I scheduled an enrollment for Tuesday June 13th at 3pm


Description:
Erica Freeman left a voicemail for Gay Heath request an enrollment for the summer.


Description:
Erica Freeman left Clark Bunting a voicemail requesting an enrollment for summer 2006.


Description:
Erica Freeman left a voicemail for Clinton Daily


Description:
Erica Freeman spoke with Rita Curley with the payroll department and she said she will call back with a date for an enrollment, prob. around the next pay period.


Description:
Erica Freeman called and was told to contact Sharon Fausch at 336.714.5516, but she is out of the office for 3 wks. so call around the end of June.


Description:
left vm for Annette Baker about scheduling an upcoming enrollment


Description:
Erica Freeman spoke with Chris Michael and was told to call in the next couple weeks.


Description:
Erica scheduled and enrollment with Julie Davis for June 12 at 9:30.


Description:
Erica Freeman left a voicemail for Jo Peay to schedule and enrollment and the ice cream social.


Description:
left a voicemail for Pam Mclam, she is out of the office this week.


Description:
Erica Freeman spoke with Lisa.  Wendy Ramsey no longer works there, the new manager is Jane Taylor. Call back around June 12


Description:
Erica Freeman left a voicemail for Nancy Vlcek to schedule and enrollment for summer 2006


Description:
called on 5/31, was told to call back on the next day. On 6/1, called and left vm w/ Wendy


Description:
Erica Freeman left a voicemail for Sherrie Fain to schedule and enrollment for Summer 2006


Description:
Erica Freeman spoke with Joan Blevins.  Joan said they were not interested in an enrollment b/c they present Allegacy info in orientation.  Joan Blevins is the replacement for Lashanda France, who no longer works there.

Erica Freeman took 75 packets to Hospice.


Description:
Received affiliation paperwork 6/1/06.

HIGH POINT - Met with Melissa Donvant and picked up affiliation paperwork. This group has 883 employees located throughout the Triad, with their home office based in High Point.


Description:
Erica Freeman scheduled an enrollment with Patience Absher for July 11 at 9:30.  Randall Brummett (old rep.) no longer works there.


Description:
Erica Freeman spoke with Jennifer Sealey and was told to call back in a week.


Description:
Erica Freeman left a voicemail for Denise Pruitt.

Denise returned the phone call and said she will call back with in the next month to schedule and enrollment.


Description:
Erica Freeman left a voicemail for Sonjia Kurosky to schedule an enrollment the summer 2006.


Description:
Will Kroncke sent to  Jeannie Tillie 200 Allegacy information packets for her to deliver to Forsyth Hospital


Description:
spoke with Robin - says his employees are too busy - to call back in early August.


Description:
Spoke with Sylvia - says that the packets they have now are sufficient for now,  and to call back in August about enrollment.


Description:
I left a voicemail for Carolyn Moran to schedule an enrollment for summer 2006


Description:
Will Kroncke talked with Pam, who said that they still have a sufficient number of packets available for new employees.


Description:
I left a message for Pauline to schedule an enrollment.


Description:
Will Kroncke set up August 11th enrollment from 9-11am. I sent her an email confirming the event. Bring Donuts ("lots of donuts")


Description:
I spoke with Teresa Bell.  She said they recently had an enrollment and they currently don't need anymore packets.


Description:
left a voicemail for Laura to schedule an enrollment


Description:
I left a voicemail for Chris Helmick to schedule an enrollment.


Description:
left a voicemail for Robin Shelton to schedule an enrollment.


Description:
Harrell Parish is on vacation, call back on Monday.


Description:
Will Kroncke left message with Clare concerning enrollment for summer.


Description:
I called to schedule an enrollment.  Cheryl Walton no longer works at the company, the new contact is Patsy Anderson, who is on vacation.  Call back in one week.


Description:
I called and left a message for Alyssa White.  Call back next week.


Description:
scheduled an enrollment with Debbie Alford on July 10 at 11:45.


Description:
I left a voicemail for Kelly Patterson to schedule an enrollment for summer2006


Description:
left a voicemail for Wanda Burcham to schedule an enrollment.


Description:
Erica Freeman left voicemail for Melissa Kiger to schedule an enrollment.


Description:
Will Kroncke scheduled an enrollment for Monday June 26th - bring donuts for the 27 employees. I sent the flyer.


Description:
Since they are a small company, they didn't feel the need for an enrollment.  But I am sending 10 packets to the office.


Description:
spoke with Cheryl Kennedy and she asked if we could send about 15 membership packets and promotional flyers, since many of the employees work off-site.  She said that if she saw an interest, then she will call to set up and enrollment.


Description:
left a vm about sending packets and asking about interest in an enrollment. Janie Gallagher called to request 2 information packets, which were sent to her today


Description:
left message for Peter Grzan about holding an enrollment


Description:
left a voicemail for Robin to schedule an enrollment.


Description:
spoke with Julia Foltz - sent 5 information packets to Piedmont Fence.


Description:
spoke with Sarah Stephney and she said she will call back with a date this summer for an enrollment.


Description:
called and left a message for Pan Anglin to schedule an enrollment


Description:
Erica Freeman called to schedule an enrollment, was transferred to Vicki, and left a voicemail.


Description:
left a vm with Kathy Norman about holding an enrollment


Description:
Erica Freeman left a message for Chuck Edwards regarding an enrollment for the Summer


Description:
I left a voicemail for Danita Needham to schedule an enrollment.


Description:
left vm about enrollment or sending info packets for any new employees


Description:
Erica Freeman called.  The employees are still all members of Allegacy and do not need updated info.  Molly Bohn no longer works at this company and I was not given a new contact.

Name is changed to Henshaw and Jacobs.


Description:
6/1/06 - Received affiliation paperwork.

WELCOME - Met with Stan Koonts and picked up affiliation paperwork. He would like for us to hold our initial enrollment in July-August. This company has 116 employees with offices in Welcome and Kernersville.


Description:
I spoke with Billie Albert.  She mentioned that she had two new employees and has given them a new membership packet.


Description:
I left a voicemail for Tammy Joyner to schedule an enrollment.


Description:
I spoke with Gary Patterson.  He said they just had an enrollment when they switched banks and the fall would be a better time to schedule and enrollment.


Description:
I spoke with Will, the new contact, and he said he was interested but to call back.  Denni Peebles is no longer with the company.

I called back and left a voicemail for Will.


Description:
spoke with Anthony, who said he would call back in the next week


Description:
spoke with Brenda who is uninterested in scheduling an enrollment at this time


Description:
I called and left a voice message for Nonna to have a Pulse meeting .I talked to Viktor & Sergey about the meeting if I can join the group of the directors of Pulse.


Description:
I received a phone call from Pauline stating that they are highly interested in meeting with Allegacy, especially a representative from Allegacy Espanol.  However they are currently moving and will be without a phone until Monday.  The new number will be 336.714.2692.  Call Tuesday.


Description:
I received a voicemail from Bill Sparks stating that he wanted us to send some promotional packets.  Will send some today.


Description:
received a message from Melissa Kiger stating that they are no longer promoting Allegacy, only Truliant, to their employees.


Description:
received a voicemail from a company representative stating that they had all the information they needed, but to keep in contact.


Description:
spoke with Carrie and sent two info packets at her request.


Description:
I called in and was told to call back on Wednesday June 7th.


Description:
left a message with Ms Winfrey about scheduling an enrollment


Description:
I left message for Leroy Everhart to schedule an enrollment.


Description:
I spoke with Karen Sonbert, she said that the company has decreased to about 10 employees.  She will talk to the employees and see if there is a need for an enrollment.  Need to call back in two weeks.


Description:
Erica Freeman called.  Bill Duncan no longer works at the company, and the new contact was out of the country.  However I did speak to a representative who wants to tentatively schedule an enrollment for either June 14 or July 5 at 10:00, which are the next two complete staff meetings.


Description:
I left a message for Neil Thomas.  However I did speak to a representive, who said that there is no current need for any new packets.


Description:
I sent an email to Clint Calaway to see if his employees needed any Allegacy info.


Description:
spoke with Kris, she said that they downsized from 40 to 5 employees, and to send one packet of information. I have sent the packet to kris.


Description:
I spoke with Jenny Surmons and she said there is no current need for neither an enrollment nor a mailing of promotional and membership packets.


Description:
Will Kroncke left a message with Christa about enrollment


Description:
Belinda and I met w/ Lucy and her boss, Melanie, HR Mgr.  We discussed attending the benefits fair in August.  This will be their first benefits fair.  They are planning on inviting Bank of America & Wachovia.  We also talked about an ice cream event for the 1st and 2nd shift employees.  Lucy is going to get back to me after she looks at into the occupancy to make sure most of the employees are working on the days we do the ice cream event.


Description:
Will Kroncke spoke with Jessica about holding an enrollment. She said she'd see if there is interest amongst her employees and for me to call her back on Monday afternoon, June 5th


Description:
Will Kroncke spoke with Linda Whitaker who expressed no interest in an enrollment


Description:
Scheduled an initial enrollment and presentation for Monday, June 26th from 9:00-12:00pm.


Description:
I left a message with Cynthia about holding an enrollment


Description:
spoke with Sam Hancock about holding an enrollment. Sam said he'd call back next week to schedule a time.


Description:
I called but the operator did not answer and the call timed out.


Description:
Spoke with Pam Adams and she said there is no need for neither an enrollment nor a mailing of promotional packets.


Description:
left a voicemail for Lisa Thomas to schedule an enrollment


Description:
Will Kroncke called, the number we have has been disconnected


Description:
I called and was told to speak to Carol, as she was most likely the new contact.  I left Carol a voicemail.


Description:
spoke with operator who said that the offices at her site had only 8 employees. She directed me to the company HR site: phone number 919-941-7900.


Description:
called, and spoke with operator - said that SE record services has been bought out. Donald Keller no longer works there.


Description:
I spoke with Judy Johnson and she said she wasn’t sure of an open date and that she would call me back to set up an enrollment.


Description:
Left a voicemail for Angie, the office manager, to schedule an enrollment.


Description:
Left a voicemail for Cathy Allen to schedule an enrollment.


Description:
Left a voicemail for Debbie Walker to schedule and enrollment.


Description:
spoke with Sue White and she said that she would have to get a date approved for an enrollment and that she would call back next week.


Description:
Will Kroncke spoke with Janice Johnson about scheduling an enrollment for the summer. Janice said she'd check her calendar to find a good time when we could come in to hold a presentation / enrollment, then said she'll get back with us soon


Description:
spoke with Jane Williams and she said to call back next month when they will have hired some new employees.


Description:
called and left vm for Kathy about setting a time for enrollment


Description:
left vm for Carol about holding enrollment


Description:
left a voicemail for Melissa to schedule an enrollment.


Description:
spoke with Becky Russ. She said most employees were members, but that she'd check to see if any new employees were interested in allegacy, and she'd call back


Description:
left David Barabe a voicemail to schedule a summer enrollment.


Description:
The company is no longer divine, Inc.

(now called Solid Space)


Description:
left a voicemail for Nedra Sanford to schedule an enrollment.


Description:
Will Kroncke spoke with Lisa Cain who said that she would check her schedule for July to set up an enrollment and presentation. I emailed her David Foster's information.


Description:
left a voicemail for Tom Beck to schedule an enrollment.


Description:
5/15 Galina tried to contact Jim.  Didn't leave msg.


Description:
left a voicemail for Sandy Hull to schedule a summer enrollment


Description:
left a vm with Dotsie about enrollment. Janet Temas no longer works there. Did not get Dotsie's last name


Description:
I spoke with Debra Perkins about a perspective enrollment in July.  She said she will confirm the dates and call back next week.


Description:
5/16 Galina tried to contact this company but there was no answer.


Description:
5/16 They offer Carolina Cooperative and are very happy w/ them.


Description:
left a voicemail for Sheryl Mohn to schedule a summer enrollment.


Description:
Left message with Cheryl Wilson about holding an enrollment


Description:
left a voicemail for Monty to schedule a summer enrollment.


Description:
Galina tried to contact this company but didn't leave a msg.


Description:
Bart Triplett said that most of the employees are already with Allegacy and there is no need for an enrollment.


Description:
I left a voicemail for Carl Sawyer to schedule a summer enrollment.


Description:
Galina contacted this company but they have their own credit union.


Description:
I left a voicemail for Connie Carden to schedule a summer enrollment.


Description:
set up enrollment for Tuesday, June 27th at 8:30am. Sent flyer.


Description:
Carolyn no longer has this role, the new contact in Controller Gary (Hawn?).  Left Gary a voicemail about scheduling an enrollment for the summer.


Description:
Galina spoke w/ Mary Jane who told her to contact Regina Kelly in Atlanta.  This company is owned by Salvation Army.  We have decided not to pursue because of our board guidelines.


Description:
I spoke with Carolyn Brown, the new contact b/c Crystal Watson no longer works there.  Carolyn said she will see how many new employees they have and call me back to schedule and enrollment.


Description:
Galina spoke w/ someone who told her to contact Debi Meginnis or Bill Stillerman.  They are located in W-S.


Description:
I called to talk to Tony about scheduling an enrollment. There was no answer on the phone, so I sent an email to Tony.


Description:
I called and left message for Martha to schedule an enrollment. We have not visited this group since 2004.


Description:
We have a new rep- Leo. She is going to check the employee calendar for available dates and get back with us to schedule an enrollment.


Description:
spoke with Tammy Duggins and she said she would call back to schedule and enrollment.


Description:
called and spoke with Janet Matthews.  She said that most of her employees are already enrolled and she would talk with them and call back if there is a need for an enrollment.


Description:
Moving to a new 14,000 building off Highway 66 in early July 2006. They expect to their employment to 100 agents at that time.


Description:
scheduled two June enrollments at corporate office June 14th and 15th.


Description:
Will and Erica held enrollment. Signed up 1 new member: 1 CHK, 1 OD, 1 DD


Description:
left a message for Chuck Green to schedule an enrollment for the summer.


Description:
I spoke with Chuck Green.  Company policy won't allow for enrollments, but he asked us to send 100 packets.  The company has moved from 380 Knollwood St. to 629 W. 5th St.


Description:
left vm with Shirley about holding an enrollment


Description:
left vm with Kim about holding an enrollment


Description:
Left vm with Larry Holder about enrollment


Description:
Katie said she'd email me to let me know if they need more information packets


Description:
Spoke with James Cobbler - said they have downsized, everyone is happy with allegacy, and to send two new updated packets of information. I sent those today


Description:
Left vm msg for Pamm. Pamm returned my call and asked me about our national program.  Their corporate is in Tampa but they along w/ all their other national locations are paid by Charlotte.  She asked me to e-mail her information to share w/ her HR Director in Tampa.  I e-mailed her info.


Description:
I called Marlene to talk about Allegacy services. She expressed interest in Cancer insurance, life, diaability and 401K. She also wants relocation information. I left message for her to contact me.


Description:
Emailed Ann Squires a list of available dates in September 2006 to hold an AIG seminar. She polled her employees and 50 people are interested in attending.


Description:
TO-DO ITEM DELETED 07/29/2019

New group referred by Ray Crouse. This is his church. He is wanting to do payroll for this company and needs for them to join as a seg. I have mailed information packet to complete paperwork.


Description:
I emailed Jim Benfield to see if we could pin down the dates for the July/August roll out. I asked him about the mailing to the staff and who my payroll contact will be.


Description:
I am working with Henry to do a proposal for an automated facility. Darryl and I are working together to prepare the proposal. The meeting is schedled for June 23rd.


Description:
I am working on the planning for the national PA event in Myrtle Beach August. I have ordered necessary bags and supplies for that day.


Description:
I met with Cathy Crouse to discuss the benefits. She is interested in the payroll company and long term care. I am mailing her information on the balance program, chapstick (per her request) and also materials to do a mailing to all of her facilities.


Description:
Emailed Terri Cheek requesting a meeting to discuss new products offered through Allegacy Services.


Description:
spoke with Janette who seemed interested in setting up enrollment, and said she'd call back soon to schedule.


Description:
I called and left message for Todd to call me when he arrives in the office at 12:00.  Will call back later.

Todd Richarson gave me a call back and said its better to come around Aug 14-18 when the teachers are in orientation.  He will call back to confirm one of those dates.  Also, he will not be in this position this summer.


Description:
left a message for Eileen Mattison to schedule an enrollment for the summer.


Description:
left a voicemail for John Cantrell to schedule an enrollment.


Description:
Emailed Bart Triplett to request a meeting to discussed new products offered through Allegacy Services.


Description:
Left vm with Brian about holding an enrollment


Description:
left a voicemail for Linda Porter to schedule an enrollment


Description:
I spoke with Janet, they are not hiring anyone new at this time (employees are mbrs)


Description:
I receive a phone call from a representative to schedule a presentation/enrollment for July 5 @ 10:00am.


Description:
Emailed Michelle Jones to request a meeting to discuss new products offered through Allegacy Services.


Description:
left message with operator who said that Patti would call me back.


Description:
Left a vm for Denise about holding an enrollment over the summer


Description:
left vm with Chip asking for a time to hold an enrollment over the summer


Description:
left a voicemail for Cindy Webb to schedule an enrollment.


Description:
left a voicemail with Phyllis about holding an enrollment


Description:
Spoke with Deborah, she said she needs to speak with Rhonda, who is on vacation this week, about holding an enrollment since they have hired new employees.  She will call back next week.


Description:
left a voicemail for Ben Sutton, sr. to schedule an enrollment

Ben Sutton, Sr. called back.  Ben supports Allegacy, but since he volunteers with Truliant FCU he would rather not have an enrollment. He asked us to send some brochures and membership kits for new and current employees.


Description:
left a voicemail for Chuck Trivette to schedule an enrollment.


Description:
Spoke with Donna, scheduled an enrollment for Friday, July 14th from 12:30-2:30pm. Going to bring bagels. Sent out flyer


Description:
left a voicemail for Ken Klamfoth to schedule a summer enrollment.


Description:
Spoke with Mark Parham.  He said they are busy but he would call back by the end of the week to schedule an enrollment.


Description:
Spoke with Jonelle Kelly.  She said that most of her employees are members but she will check to see if there is interest for an enrollment.


Description:
left a voicemail for Cheryl McKinney to schedule an enrollment for the summer (I was following up on the note that she would like to have one in late June)


Description:
talked with Pat, they are swamped, I sent her 4 information packets


Description:
I spoke with Jill Tuttle, the new contact, about scheduling an enrollment.  She said the summer at the daycare is really busy, so check back in late August.


Description:
Left a voicemail for Sherrie Fain requesting we schedule a time to meet and discuss new products offered through Allegacy Services.


Description:
left a voicemail for Dawn Cardwell to schedule a summer enrollment


Description:
Received a message from Pat Hunter informing me that Oak Summit is switching to mandatory direct deposit. She would like for us to come out again to help people get set up. I called back and left a voicemail stating that we would be happy to and asked her for dates.


Description:
GREENSBORO - Left an additional voicemail for Tammy to follow up on completing the affiliation paperwork.


Description:
left a voicemail for Russ Read to schedule a summer enrollment.


Description:
KANNAPOLIS - Received a massage from Lynne Safrit. She provided her cell phone number: 704-467-7889. I called back and left her a voicemail stating that I was interested in talking to her about doing business with the new bio-tech companies locating in the new Research Campus in Kannapolis.


Description:
spoke with Karen Googe and set up an enrollment for June 30 @ 8:30am.  She requested breakfast.


Description:
Spoke with someone in HR, they are holding an open enrollment in the fall, so call late August.

Barbara Dunnigan is at a new location, her new number is 336.924.4161


Description:
spoke with Tom Chambers, sent out about 20 information packets to each of their 3 branches


Description:
left a voicemail for Rose collins to schedule a summer enrollment


Description:
Spoke with Van Brogden.  He said they have been reduced to four employees and requested that we send some promotional information rather than an enrollment.


Description:
left a voicemail for Lisa Brown to schedule a summer enrollment


Description:
Spoke with Cathy Hayes.  She said she will confirm an enrollment date for the summer and call back.


Description:
spoke with Dean, set up enrollment for Wednesday, June 14 from 11:30am-1pm. Going to bring bagels or donuts.


Description:
I called but the operator said all lines were currently busy, so I sent an emal to Robert Atkinson to schedule a summer enrollment.

Robert called back and said they usually only have one enrollment a year, and he did not want to hold it in the summer.  However, he would like us to send email updates on new AFCU products and promotions.


Description:
I called and received a message that our recorded number (336.996.4183) was no longer in service.


Description:
Spoke with Terri Miller, she said most of her employees are already members and there is no need for an enrollment.  She needs someone to contact her about the new payroll services.


Description:
Spoke with Charles Miller.  He said that most are members and since they a relatively new, there is no current need for a summer enrollment.


Description:
spoke with Brian Jeffries - said that he would be sure to include allegacy enrollment in their next open benefit event. Gave him David's work number.


Description:
Crystal called, and I sent her a flyer on the $100 promotion. She will post it for employees and find if there is interest in an enrollment


Description:
Left a voicemail for Denise Ambrosio, who is on vacation for the week, to schedule a summer enrollment.  Will call back next week.


Description:
Left a voicemail for Craig Murray to schedule a summer enrollment.


Description:
Spoke with wanda, she is in jacksonville, will call back when she returns to NC


Description:
left message with laura harrell about holding an enrollment


Description:
Spoke with Terri Miller about Allegacy Payroll Solutions. I scheduled a meeting to intorduce Michelle Kingery to her on Thursday, June 8th at 9:30am. I also emailed Terri our payroll brochure.


Description:
left vm with Kristy about holding summer enrollment


Description:
Spoke with Melissa and scheduled an enrollment for July 25 (payday) at 8:00am


Description:
Spoke with Robert Atkinson and he said they usually have one enrollment a year, and he would not like to do one this summer.  However he would like us to keep him updated with flyers on new AFCU products and promotions.


Description:
I called and the phone number (336.765.0448) is disconnected.

Address is no longer valid either. No listing in phone book- marking inactive.


Description:
Left a voicemail for Jennifer Lee regarding Allegacy Realty attending their benefits fair. I also requested we schedule a meeting to discuss our Long Term Care Insurance.


Description:
I spoke with Susan Scruggs, and scheduled an enrollment on Friday, July 14th at 8:30am. I sent the flyer.


Description:
Spoke with Pam, who says that she is the only new recent employee with winston neurology. I sent her a packet of info and told her about the promotion.


Description:
left message with Melissa about enrollment


Description:
left message w/ Brooke Buffington @ the kernersville office about holding an enrollment


Description:
spoke with Karen Shermer. Erica and I will go to the staff meeting in the administrative office for an enrollment tomorrow morning @ 9am.

Enrollment on 6/7:
1 mortgage referral


Description:
Spoke with Christy Harrison.  She would like for us to have multiple enrollments focusing on the evening part time employees.  She is going to call me back with a date for an enrollment.


Description:
Emailed Cathy Allen requesting to schedule a sales meeting regarding new products offered through Allegacy Services.


Description:
HVL:  Left a vm msg for Peggy to find out available dates for an ice cream event at Presby Huntersville.

MATT: Galina and I hosted an ice cream event. We saw 225 employees.  We picked up 7 new members.


Description:
I contacted Beth again per Belinda and Deb's request but she is absolutely not interested in switching and does not want to add two credit unions.  She wasn't even interested in meeting with Deb to find out more about our Hispanic market initiatives or commitment.  She said her hispanic employees are happy w/ Carolina Cooperative.


Description:
E-mailed Kimberly to follow up on a copy of the newsletter for Deb.


Description:
LMTC w/ Phyllis Henson about scheduling an enrollment.


Description:
LMTC w/ Dee Smitherman about scheduling an enrollment.


Description:
left message with Nancy about an enrollment


Description:
left vm with Loree about holding enrollment


Description:
Left vm with Jeannette about holding an enrollment


Description:
Spoke with Harrel parrish and he said since their employees are spread out, an enrollment  would not benefit the company.  He suggested that we send out 180 payroll stuffers.  I am mailing those out today.


Description:
Spoke with Rea about holding an enrollment. She said that we could call back later in the summer (late July/early August)


Description:
I received a call from Tracy.  She sent an e-mail out to her staff to see if anyone was interested in a lunch and learn and the only one who responded was the chief of police, Ron McKinney.  I left a msg w/ the receptionist for Ron McKinney to talk w/ him about Allegacy.


Description:
Left an additional voicemail for Nancy Vlcek


Description:
left an additional voicemail for Sherrie Fain.


Description:
spoke with Vanessa about holding an enrollment - she will speak with Katie Manning and call back


Description:
left another vm w/ Marlene about holding an enrollment


Description:
Spoke with Clark Bunting and scheduled an enrollment on July 12 from 2:30-4:00


Description:
left an additional voicemail for Clinton Daily


Description:
left another message about enrollment w/ Barbara
- Sherry Luper returned my call at Barbara's request. Sherry said that this was a busy time, so I emailed her my contact information and she'll call back in upcoming weeks


Description:
left vm about enrollment (3rd vm in last month)


Description:
left an additional voicemail for Gay Heath


Description:
left another vm about enrollment (2nd vm in past week)


Description:
Spoke with Jo Peay, she referred me to Donna Gant to cordinate the ice cream social.

Spoke w/ Donna Gant scheduled Ice Cream Social for 06/22; sent flyer.  JB/BD


Description:
left an additional voicemail for Pam Mclam


Description:
I spoke w/ Sandy and she said that there were not any new employees and she did not anticiapte any new ones in the future.  I asked if I could mail out some packets or brochure and she said that she would rather not at this time.


Description:
spoke with Candace, who says she'll call me back at a less busy time.


Description:
Spoke with Chris Michael, he said they are "swamped" and to call back to schedule an enrollment for the fall.


Description:
Spoke to Jennifer Sealey, and she said to call back in two weeks to schedule an enrollment for the summer.


Description:
Spoke with Robin and scheduled an enrollment for October 4 during a staff meeting from 1:00-2:30


Description:
left an additional voicemail for Carolyn Moran to schedule a summer enrollment.


Description:
left an additional voicemail for Laura Harrell to schedule an enrollment for the summer


Description:
Called, but Chris is out of the office this week, so will call back next week.


Description:
Spoke with Patsy and she said they are extremely busy and will not be able to hold an enrollment.  She requested a mailing of membership kits and payroll stuffers.


Description:
left an additional voicemail for Alyssa White to schedule a summer enrollment.


Description:
Spoke with Maurice about enrollment:
he says that the tentative date for his next staff meeting is July 6th. 

Maurice would like for me to call him on June 30th to confirm the date, and for us to actually hold the enrollment the day after the meeting - July 7th

(he will notify his employees at the meeting that we are coming)


Description:
left an additional voicemail for Kelly Patterson to schedule an enrollment for summer2006

Kelly Patterson called back and said that she would see if there was an interest for an enrollment and would call me back.


Description:
Spoke with Wanda.  She said that she prefers to hand out new membership packets to new employees.  She requested 10 membership packets and payroll stuffers.


Description:
Chip returned my call
We set up an enrollment for Monday, July 24th from 9:30-10:30am. I sent the flyer


Description:
Spoke with Robin.  She said the building is undergoing construction and to call back in a month to schedule a summer enrollment.


Description:
Spoke w/ MaryAnn and scheduled enrollment for 8-15.  All day.


Description:
Left an additional voicemail for Pam Anglin to schedule an enrollment.


Description:
I spoke with Tracy and she said that enrollments are not feasible since the employees are spread across various states, and she would like for us to stop calling to schedule enrollments.  They promote AFCU by giving packets to new hires and payroll stuffers. They currently have enough membership packets and payroll stuffers.


Description:
left an additional voicemail for Danita needham to schedule a summer enrollment.


Description:
I contacted the Hr contact to see about holding an event in August at our Greensboro financial center. I am waiting to hear back from them.


Description:
left an additional voicemail for Tammy Joyner to schedule a summer enrollment.


Description:
I followed up on the voicemail. Clare said she was checking up on her calendar and is planning on calling back soon.


Description:
Received a voicemail from Hattie saying that there are not many new hires and most of the employees are members.  However, a few employees did express an interest.  I will call her back later today.

I called her back and she requested that we send 4 packets since the interested employees were drivers and it was difficult to schedule a time when they are on site.


Description:
I tried to contact company and they are no longer in business.  David did research for me, and he also could not find anything else.


Description:
Scheduled a direct deposit drive on Thursday, June 29th from 6:45-8:45am, and 2:30-4:30pm. This group is initiating mandatory direct deposit. Jennifer Betson will be in attendance.


Description:
Craig called me back and requested that we send some membership packets since they've had only 2 new employees.


Description:
spoke with Nancy - scheduled an enrollment on Tuesday, June 27th from 2-3pm. I sent the flyer


Description:
Spoke with the receptionist.  Leroy Everhart told her that they are not currently interested in an enrollment.


Description:
called for Jan Fulp but she is out of the office this week.  Call back next week.


Description:
left a voicemail for James Robinson to schedule a summer enrollment.


Description:
Spoke with Lisa Thomas.  She said that most of the employees are already members and that she will let us know if there is interest for an enrollment.


Description:
Richard Brodeur called, wants us to come in for a presentation / enrollment on July 31st. I sent him a confirmation email w/ flyer


Description:
left an additional voicemail for Carol Stroop to schedule an enrollment.


Description:
Angie stated that most of the employees are already members and there is no need for an enrollment.


Description:
spoke with Spencer Fox. He would like me to email him a reminder of Allegacy planning to come the week after July 4th. I will call him to schedule this near the end of June, since right now he does not feel comfortable scheduling an exact date.


Description:
Spoke with Cathy allen and scheduled an enrollment for July 12 at 10:00-12:00


Description:
left an additional voicemail for Debbie Walker to schedule an enrollment.  I am sending payroll stuffers at the request of the receptionist.


Description:
I called to follow up on our conversation from a week ago. Dave said that he was still trying to find a good time - that he'd be able to call me soon. If he doesn't call back, don't call him until at least 6/25. (don't want to bug him too much)


Description:
Introduced Michelle Kingery to Terri Miller and discussed offering Payroll Services. Michelle is going to prepare a quote and follow up within the week. I also referred Terri to Allegacy Investment Group regarding 401(k) administration.


Description:
HVL: Peggy returned my call to let me know they would love to have us come out again to do the ice cream event. She asked me for some dates and will call me back.  Peggy called and requested Wed., June 21 from 2-4.  I called Brusters to make sure they are available.  Judy w/ Brusters will call me back.  Received a call from Judy verifying they are available to cater.


Description:
I e-mailed Lucy to see if she has had a chance to look at any dates for the ice cream event.  Lucy replied that it has been slower lately and they would like to wait for a day when most of their associates would be able to participate.  She is going to let me know when they get busier.


Description:
left an additional voicemail for Melissa Bateski, who works remotely.


Description:
I called and received a message saying that I  have reached the "message center".  I don't think this is the correct number anymore.


Description:
left an additional voicemail for Nedra Sanford to schedule a summer enrollment.


Description:
Spoke with Tom.  He said they schedule enrollments on Fridays and to call back in a couple of weeks to schedule one.


Description:
left a message for Connie to call me back to schedule a summer enrollment.  She it out of the office until Monday.


Description:
left an additional voicemail for Carl Sawyer to schedule a summer enrollment.


Description:
left an additional voicemail for Sheryl Mohn to schedule an enrollment.


Description:
left a message with Richard's secretary for him to call about enrollment


Description:
Spoke with Sandra Hull.  She said they haven't had any new employees and she doesn’t see a need for an enrollment.


Description:
left another vm with Peter about scheduling an enrollment


Description:
Spoke with Kathy, who said that their HR person - Susan - will be out of work for awhile - so call back in the beginning of July when she is working again.


Description:
Spoke with Sonjia Kurosky, and she said they have no new employees currently and she doesn't see a need for an enrollment this summer.


Description:
GREENSBORO - I was informed Kim Roberson is longer employed at the company. Mary Allred will be our new contact and she started this week. I spoke with the HR assistant who is going to pass my message on to Mary. I told her I would follow up in a few weeks to continue discussing affiliation with Allegacy.


Description:
GREENSBORO - Left a voicemail for Barbara following back up to see if her managers are interested in looking at credit union benefits again. They put this on hold at the beginning of the year.


Description:
I called and left a voicemail message for Jim to see if I could pin down the dates of our visit to the corporate office and initial communication.


Description:
GREENSBORO - Left a voicmail for Linda Woods to follow up on adding credit union benefits.


Description:
Emailed Karen Caines about scheduling a meeting to discuss new products offered through Allegacy Services.


Description:
HVL: e-mailed Peggy and cc'd Vicki confirmation and poster for ice cream event.

MATT: Left vm msg for Clavados Kennedy to talk to her about her application.


Description:
Scheduled to meet with Melissa Wagnor on Tuesday, June 27th at 10:00am to discuss new products offered through Allegacy Services.


Description:
went to enrollment w/ Erica:

1 AIG Referral


Description:
left another vm with Brooke at the Kernersville office (we've been trading vm's) about scheduling an enrollment


Description:
received a voicemail for Danita Needham saying that she needed to get an enrollment approved from her manager and that she would call back in a couple weeks.  She also said that Anya visited a couple of months ago.


Description:
left another vm with Debbie about an enrollment


Description:
Left another vm with Ted Mann about an enrollment


Description:
left another message with Donna about an enrollment


Description:
left another vm about enrollment with Travis


Description:
spoke with Sharon, who is interested in an enrollment. Sharon will have Dean Reedy call me soon (on Monday, she says)


Description:
Patti called, and we scheduled an enrollment for Thursday, June 15th from noon-1pm. I sent her the flyer


Description:
left another vm with Lisa Brown about enrollment


Description:
left a message w/ Simon about an enrollment for the summer


Description:
I called Sam to follow up about finding a day for an enrollment. He said he'd check around and give me a call back in the next couple of days.


Description:
found a post-it in old folder saying that Laura prefers sending packets over enrollments


Description:
I talked to Diane Caesar to giv eher update on their account. We mailed a check for $1,750 to them for association fees.


Description:
Left Terry a vm msg about meeting to discuss the benefits of Allegacy.


Description:
I e-mailed Dutch to see if we can put an ad in their newsletter.  E-mail came back undeliverable.


Description:
enrollment:
3 new mbrs, 3 CH, 3 DD, 3 OD


Description:
Received  a voicemail from Sheryl Mohn stating that they do not hold enrollments in the summer because their staff consists of mostly teachers.  She wants us to come back in October when they have open enrollment and present benefits to the employees.


Description:
Called and spoke with Jane.  She said she would check on employee interest for an enrollment and call back.


Description:
left an additional voicemail for the office manager


Description:
left an additional message for Karen Rohn to schedule a summer enrollment.


Description:
Spoke with Cindy, the office manager, and she wanted to survey the employees to see if there is a need for an enrollment.


Description:
Spoke with Linda Lugal, she said she didn't know if the employees would want an enrollment.  They are highly concerned that there is no close financial center.


Description:
Left a voicemail for the office manager to schedule a summer enrollment.


Description:
Lori replied that she is in the middle of building a house and will not have time to meet until August but if I had an immediate need that she would pass it on to the appropriate person.  I replied to see if we can do a mailing or put an ad in the newsletter to promote Allegacy.


Description:
Left a voicemail for Lynnette Young to schedule a summer enrollment


Description:
Left an additional voicmail for Linda Wooten to schedule a a voicemail


Description:
Spoke with Lynette and scheduled an enrollment for June 29 8:00-9:30.  requested breakfast.


Description:
left another vm for Carol Maine about an enrollment


Description:
spoke with denny - confirmed that last enrollment was over spring 2006, told him thanks and we'd contact him in the future.


Description:
left vm with darlene about holding an enrollment


Description:
Spoke with Betty Cain and scheduled an enrollment for July 18 11:00-1:00.  she requested ice cream.


Description:
I called to follow up, she said she hadn't forgotten about me, and that she was planning to get back up with me. (just a reminder to not call her back, that she'll call)


Description:
held enrollment today - no one extremely interested, a couple people expressed interest in family members becoming allegacy members, referred one person to auto service, handed out a few packets.


Description:
I e-mailed Pat Towe to see if she will contact Melanie about a potential mortgage.  Pat replied that she left a message for Melanie.


Description:
HVL: E-mailed Pat Towe to see if she will contact Jeff about a potential mortgage. Pat replied that she left a message for Jeff.


Description:
2 checking accounts, 2 overdraft protections, 4 payroll ded, 3 direct dep


Description:
I am meeting with Angel Lane to set up initial roll out of this new employee benefit. We are working on corporate office enrollment, other offices and a mailing to all staff to promote.


Description:
Division of CARQUEST_ adding per Barbara's request. They have 1500 employees in the US>


Description:
@ enrollment, most interest came in the form of questions that current mbrs had about student accounts, loans, rates, etc.


Description:
I tallked to Robin Rice who is in charge of payroll. She is upset about our forms not being signed by the employee. She has talked with Jessica and with Angie. She was insistant that we change back to our old payroll deduction form and that we take off the add to existing. She then wants it to be signed by the employee and by the allegacy staff member that assisted them, I have asked ricky to please modify segway to include these instructions. She also does not want us to take any of their direct deposit forms at all. She wants them referred to them for dd.


Description:
I spoke with Larry, and set up an enrollment for July 13th from 2-4pm. I sent him the flyer


Description:
Enrollment:
1 new mbr (opened only a savings account), 1 PD


Description:
spoke with Linda, who says that since they have Allegacy on their campus, they are all taken care of.


Description:
Donna returned my call, and we set up an enrollment for Thursday, August 3rd from 11:30am-1:30pm. I sent Donna the flyer


Description:
Enrollment scheduled for Friday, June 23rd. David and Will will do a formal presentation to their staff. Bringing badge pulls, popcorn and pens to event. Should see 30 employees. I emailed poster to her.


Description:
Spoke w/ Charlie.  Went over action plan from last meeting.  She is going to send out a survey to find out what seminar her employees are interested in.  She is also going to check w/ the plant manager to find out if we can do it at the end of July or beginning of August.  I e-mailed her the questions JBA asked me to find out.  Siegling will be renewing their insurance benefits in September.  She is interested in life insurance, supplemental life, long term disability, and ad&d.   I also e-mailed Amy to send her info on the fees and withdrawals of our 401K program.


Description:
Larry Duncan is no longer w/ the company.  I left a voice mail message for Steve Wheatley, the new HR Mgr.


Description:
HVL: received an e-mail from Beth Parsons letting me know the details of the next employee activities committee meeting.  Galina and I will attend.


Description:
I spoke with Jennifer, who says she'll check to see if an enrollment is possible, and she'll call back


Description:
Left another vm with Laura about scheduling an enrollment


Description:
went to enrollment, not a lot of interest. A couple members stopped by, 1 mbr requested a loan officer contact #, another person wanted to become a mbr and took a packet home to fill out later.


Description:
Tried to contact Andy again but got his fax machine again.


Description:
E-mailed Paula to see if she is available to meet for coffee.


Description:
Contacted Mike Hoffman, Abby's contact who told me I would need to speak w/ Bruce Morgan.  Mike transferred me to Bruce.  I spoke w/ Bruce who asked me to e-mail him info.  Credit unions have not come up in the past but he is not opposed to looking into one now. E-m'd Bruce.


Description:
Spoke w/ Christina.  The president has been called out of the country on an emergency and she hasn't been able to talk w/ him yet.


Description:
E-mailed Kate to see if she is available for coffee.


Description:
Spoke w/ Marie Gilmore who transferred me to Peggy Patrick.  Peggy is out of the office until Monday.  I left her a vm msg.


Description:
Spoke w/ Kerry.  Hadn't checked w/ Charlotte yet but e-mailed Clt contacts while we spoke and promised to have some info for me by Monday.


Description:
E-mailed Doug to follow up on the association affiliating w/ Allegacy.


Description:
Left a voicemail for Pauline to follow up on scheduling an enrollment for this summer.


Description:
I called Patty to see if we could do car wash promo at their facility. She said I would need to talk with April Wargo. Her direct phone number is 393-2546. I called and left her a voicemail.


Description:
scheduled appt w/ Camilla Wheeler for 7/19 enrollment


Description:
I received a call from Larry who had affiliation questions.  The union would like to sell the employees insurance products and wants the company to pay by payroll deduction.  So that the company will not have to be involved in payment Larry is looking into offering a credit union so the employees can have checking accounts so the insurance can be auto drafted.  He has also been approached by Piedmont Aviation.  I e-mailed Larry info & the request letter.


Description:
Held an enrollment.  We made a presentation during a staff meeting. All but 2-3 employees were members of the credit union. (Erica/Will/Jennifer)


Description:
Held an enrollment.  3 new mbrs, 2 chk, 1o.d., 2 d.d., 1 pd (member changed info) 2 mort referrals. (JB/EF)


Description:
I received a voicemail from Debbie Campbell. She said that I would need to get approval for the car wash from the intermim HR manager. They do not have a human resource vp right now. I emailed her specifics on the promo idea for her to get approval. Her contact information is:

393-2088
debbie.campbell@volvo.com


Description:
spoke with Brooke, we are checking about coming in to Kernersville on the 6th of July either in the early morning or around lunchtime. Brooke will email me to let me know what's possible.


Description:
Spoke with Nancy about enrollment. She says now is not the best time for us to come, but to call back in September of 2006 to check schedules then.


Description:
Scheduled to attend their annual wellness benefits fair on Tuesday, September 12th from 11:00-2:00. They have requested that we promote our new Balance program for their staff.


Description:
left vm with Diana Merckle about an enrollment


Description:
Spoke w/ Kerry.  Hasn't heard back from contact in Charlotte.  She is going to leave her a voice mail message.  Asked me to check back next week.


Description:
Spoke with Cheryl McKinney and she said to call around Aug 1 to schedule an enrollment for late August.


Description:
Enrollment (Jenn, Erica, Will)

The employees' (some of which were mbrs) main concern at the enrollment was distance from a financial center. They really are eager in requesting an allegacy branch nearby (Thomasville). 
We were able to answer mbrs' questions regarding student loans and home equity loans


Description:
left a message for Brenda Armstrong about enrollment


Description:
Martha called me back. She said that they are working on several projects at this time and would not be able to set up an enrollment for the summer. She asked that we call back at the end of August to schedule for the fall.


Description:
Received a call from Beth Marion in HR and we scheduled to attend their Orientation Fair on Monday, July 24th from 12:00-2:00. It iwill be held in the lobby of Hanes Auditorium.


Description:
Spoke with Stan Koonts and scheduled an enrollment for July 11 from 2-4.  This time is during the overlay and switch between shifts.  He wants to find a way to include the third shift employees.


Description:
left a message for Christy Hutchins to schedule an enrollment for the summer.


Description:
Followed up with Bart Tripplett to schedule a sales meeting to discuss new products available through Allegacy services. He will call back with a date and time.


Description:
HVL:  E-mailed Peggy to request table.  Also confirmed w/ Brusters.


Description:
Chandra is no longer w/ the company.  I spoke w/ Deborah who is the new benefits manager.  Deborah told me Eric Kees is the person who handles that.  I left a vm msg for Eric.


Description:
Scheduled a sales meeting  with Connie Carden on Wednesday, June 28th at 9:30am to discuss new products offered through Allegacy Services.

I also scheduled for us to attend an enrollment on Thursday, July 6th from 9:30-11:30am.


Description:
Left vm msg for Stephanie to follow up on corporate's decision.


Description:
I spoke w/ Bill.  They bank w/ BB&T and the president does not want to switch.  I explained to Bill that they do not have to do their corporate banking with us they would just be offering another option for their employees.  Bill is going to go back and explain it to the president.  He asked me to check back Friday.


Description:
E-mailed Charlotte.  The e-mail came back undeliverable.  I found Naomi's contact info on the website and e-mailed her.


Description:
Scheduled to meet with Dick Hensel on Tuesday, July 11th at 9:30am to discuss new products offered through Allegacy Services.


Description:
Left a voicemail for Craig Murray to schedule a meeting to discuss new products offered through Allegacy Services.


Description:
GREENSBORO - Left an additional voicemail for Ann Marr to discuss potential affiliation. She has expressed interest in offering us in the past.


Description:
Held enrollment.  We saw only about 5 employees.  Signed up 1 member. (wk/ef/jb)


Description:
Ellen is on vacation this week. I e-mailed her.


Description:
E-mailed Ellen to see if she has heard back from her regional HR dept.  Ellen replied that they would contact me directly.


Description:
E-mailed Angela to follow up on the homeowners' reaction to the information I sent.


Description:
Spoke w/ Tom.  He has a meeting tomorrow morning and is going to try to remember to bring up the credit union.


Description:
E-mailed Helena to schedule initial enrollment.  Helena replied that they have a new President and VP, her assistant left and is not being replaced, and they have a new receptionist starting the first of next month. Plus she will be out of town this next week.  She asked me to check back w/ her in a couple weeks to see if we can schedule it then.


Description:
Spoke with Gary. He did not see the need for an enrollment but requested some payroll stuffers.


Description:
spoke with Phyllis, she doesn't feel that an enrollment is necessary. I gave her David's number to call in case she needs information for future new employees


Description:
left an additional voicemail for Dawn Cardwell to schedule a summer enrollment.


Description:
left an additional voicemail for Lisa Brown to schedule a summer enrollment.


Description:
called Joyce, she says the company is happy w/ and well informed about allegacy, and to feel free to call back in the future to check up on them.


Description:
Kay Georgiady doesn't work at the company anymore.  Laura (I wasn't given a last name)  is the new contact.  I spoke with Laura and she said she wouldn't like to hold an enrollment b/c the refer their employees to First Citizens Bank.


Description:
left additional vm w/ Kathy about an enrollment


Description:
Spoke with Lee, he says everyone is satisfied at the time.


Description:
Spoke with Tim Cooper and he had no problem with an enrollment but he said to confirm with the department, who then declined:
Vicki Lomack
Ronnie McCoy -parts
Rom Childress- service


Description:
Spoke with Debra Perkins, she said they are currently busy, but she will call back with a date ASAP


Description:
left a voicemail for Rita Curley to schedule a summer enrollment.


Description:
left a message with the receptionist for Shirley Sadler (the new contact).

Spoke with Shirley Sadler and she said the staff has not changed and that most, if not all, were members of the credit union.


Description:
HIGH POINT - Left a voicemail for Don in Human Resources to discuss possible affiliation with Allegacy. This company has 1,000 employees throughout the triad.


Description:
GREENSBORO - Left an additional voicemail for Barbara regarding possible affiliation with Allegacy. When we last spoke a few months, management had back-burnered the credit union. I called to follow up.


Description:
GREENSBORO - Spoke with Greg Saylor about offering credit union benefits. He is interested in our services and I am sending him our information packet today. Will follow up.


Description:
Attended enrollment w/ Jenn/Erica. 

2 new mbrs, 2 pd, 1 chk, 1, dd, 1 od,

spoke with a mbr about his money market rates. Handed out packets, one employee was very interested in signing up at a branch in the near future .


Description:
Spoke with Robin Yates about new products offered through Allegacy Services. He is interested in reviewing JBA Benefits plans, but wants to hold off until Fall 2006 to schedule a meeting. Will mark calendar.


Description:
WINSTON-SALEM - Left a voicemail for Mike Reeves regarding possible affiliation with Allegacy. This company was founded by Billy Prim of Blue Rhino, and currently employees 30 people.


Description:
I e-mailed Ellen to get contact information so I can follow up w/ regional.  The contact info is Casey Cook - ACTS Southern Region Office
561-362-8377


Description:
Galina, Belinda, Ashley and I hosted ice cream social.  We gave out 183 scoops of ice cream.


Description:
Received a call from Jeannie letting me know that they have a credit union and are not interested in adding an additional one.


Description:
Jennifer Betson and David Foster attended our 3rd annual ice cream social for the biotech park. Approximately 200 people attended. Signed up 2 new members and 1 checking.


Description:
Board (7 people) meets Fridays from 10a-1p.  Terry is checking to see if we can come out and present to the board June 30.


Description:
Darryl and I are meeting with Henry Russ, his boss Kerri and the Vp over Facilitites to determine if we can put an uatomated facility at Baptist. 

We are also working with Henry on monthly education seminars for the staff partnering with Mike wells and AIG.


Description:
Went to the enrollment on 6/22 with Erica. Had a lot of traffic, but most people were interested in goodies, a few had signup interests:

1 new mbr, 1 savings, 1 chk, 2 dd


Description:
left vm about initial enrollment with Sue.


Description:
Called to follow up with Sharon on enrollment scheduling. She says that Dean Reedy is planning on calling me to set up an enrollment when he gets back in town during the July 4th week.


Description:
Left vm msg for Larry to follow up on decision.  Larry left me a msg letting me know that he got approval from the regional HR but the request letter was questioned.  I tried to contact Larry to explain why we need the letter but I got his vm.  I will try him again later today. I spoke w/ Larry and explained why we need the request letter.  I also told him it was not necessary to have the president sign it because he could sign it on the company's behalf.


Description:
I spoke w/ Bill to follow up on the president's decision.  Bill asked me several questions about the benefits and our rates.  He is going to take the information back to the president and call me back.


Description:
Elizabeth called wanting new membership packets. I sent her 25 today.


Description:
Spoke with Jackie Wilkins to schedule an Allegacy Services sales meeting. She wants to get with Terri Cheek first to discuss possible dates. In the mean time, I am emailing her info on our new products. Will follow up.


Description:
Spoke with James Smalling about scheduling an Allegacy Services sales meeting. He was busy at the time, so he asked that I email him the details and we'll discuss a time to meet in July.


Description:
GREENSBORO - Left an additional voicemail for Tammy requesting an update on adding credit union benefits.


Description:
GREENSBORO - Left a voicemail for Randy Bray to discuss possible affiliation with Allegacy. This company has 40 employees.


Description:
Left vm msg for Dutch about putting an ad in their newsletter.


Description:
Will Kroncke and David Foster held enrollment/presentation with the following results:
3 NM, 4 CHK, 4 DD, 3 P/D, 4 OD, and 1 HC.


Description:
Deborah called back to schedule enrollments. August 1st and third from 6:30-8:30am Jenn and Erica are going to attend.


Description:
Held an enrollment.  Signed 2 new members, 1 pd.  The employees said they want to sign up with AFCU, but there is no direct deposit with Allegacy, therefore they  bank with Wachovia.


Description:
E-mailed Kathlene to schedule lunch mtg.


Description:
Spoke w/ Patty.  The credit union they are interested in comparing is CMAR CU used to be Dixsea CU out of Columbus, Georgia.  Benefits enrollment will be this fall.  Selection process will be done in July.  Patty is going to e-mail me the information she has on CMAR CU.


Description:
Spoke with Sue White to follow up on scheduling an enrollment.  She said to call back on July 10


Description:
Left a message for Jan Fulp to call me back to schedule a summer enrollment.


Description:
scheduled an enrollment for July 13 @ 10:00-12:00


Description:
left an additional voicemail for Linda Porter to schedule a summer enrollment


Description:
Attended enrollment with David Foster and Jennifer Betson.

2 new mbrs, 2 chk, 2 pd, 2 dd, 2 od, 2 h/c.


Description:
left a voicemail to schedule a summer enrollment.


Description:
left an additional voicemail for Cindy Webb to schedule an enrollment


Description:
Spoke with Mark, he said he was going needed to coordinate the enrollment and will call back with an enrollment date.


Description:
GREENSBORO - Received a message from Randy Bray to discuss affiliation. I returned his call and left a voicemail informing him I would touch base tomorrow morning. Will mark calendar.


Description:
left another vm with sue miller about initial enrollment

6/27 - Sue left vm saying to call her on or after July 12th to schedule for the week of July 17 or July 24.


Description:
Richard wants to reschedule, I left him a return vm today.

6/27 - I rescheduled with Richard for the 24th of July @ 10 am with David Foster heading the enrollment


Description:
Spoke with Beverly Boyd about setting up Allegacy's information on their company intranet site. I emailed her the step-by-step directions. I also inquired about future visits, and enrollments at other office locations.


Description:
Received an email from James Smalling inquiring about the types of new products offered through Allegacy Services. I responded with a short description, and requested we schedule a sales meeting to further discuss in July.


Description:
Received an email back from Karen Kaines stating that she would like to meet in late July or August to discuss new Allegacy Services. Will mark calendar and follow up.


Description:
Met with Melissa Wagnor and discussed Allegacy Services. She is interested in our Life and Disabily insurance, 401(k), and possibly Long Term Care Insurance. I will schedule additional meetings for quotes to be prepared on these services. NOTE: This company does not currently offer direct deposit and may look into Allegacy Payroll Services in the future.


Description:
HVL: E-mailed Beth to get contact info for Matthews Administrator's executive assistant.


Description:
Received electronic version of newsletter.  Forwarded copy to Deb, Belinda, and Galina.  Included specs, deadline, and subject info for next ad.  E-mailed Kimberly to thank her and make sure she received all of the information she requested.


Description:
spoke with Maurice about holding enrollment on July 6th or 7th.

Call Maurice back at the end of July to try to set up an enrollment for August, he says.


Description:
left vm with Spencer about scheduling an enrollment on the week of 7/10


Description:
PILOT MOUNTAIN - Received a message that this company has seperated from Regal Ford and is interested in affiliating with Allegacy. They have 28 employees. I called and spoke with Patty Guffey and explained the affiliation process. I am emailing her the paperwork today and will follow up.


Description:
GREENSBORO - Scheduled a sales call with Randy Bray on Monday, July 3rd at 9:00am.


Description:
GREENSBORO - Received affiliation paperwork 6/27/06.


Description:
attended enrollment with Jennifer & Erica:

3 new mbrs, 4 chk, 4 dd, 3 od, 1 pd


Description:
went to enrollment w/ Jennifer & Erica:

1 new mbr, 1 chk, 1 od, 1 dd


Description:
E-mailed Terry to confirm tentative presentation to the board this Friday.


Description:
Met with Connie Carden and discussed Allegacy Services. At this time, she is interested in a quote from Payroll Solutions. I will coordinate this with Michelle Kingerey.


Description:
Left an additional voicemail for Craig to schedule a sales meeting to discuss new products offered through Allegacy Services.


Description:
GREENSBORO - Spoke with Mary Allred who is still getting situated in her new position as HR Manager. She is possibly interested in looking at adding us as an additional credit union choice, but said it will be Fall before she will have time to review our materials. She asked that I call back around September. Will mark calendar.


Description:
GREENSBORO - Spoke with Carol Owens about possible affilaition. She said their contract with Wachovia is about to come due and she may not renew the contract. IF this is the case, she would like to offer Allegacy's benefits to her employees. She asked me to follow up again in 1-2 months. Will mark calendar.


Description:
GREENSBORO - Left an additional voicemail for Linda Woods requesting we schedule a sales call to disucss offering credit union benefits. This company has 60 employees.


Description:
Spoke w/ Kerry.  Still hasn't heard back from Charlotte.  Asked me to call back at the end of next month.


Description:
Received a reply from Terry asking if I can do a ten minute presentation to the board Friday and then come out and do a more formal one the 18th.  I replied to find out the details.  Left a vm msg for Terry since I haven't heard back yet.


Description:
Deborah is on vacation. Didn't leave msg.


Description:
Spoke w/ someone in Charlotte who told me I needed to call Alabama.  Called Alabama who told me I needed to call Shared Services in Dallas, Texas.  Called Dallas, Texas and spoke w/ someone in a call center handling employee benefits.


Description:
Attended enrollment w/ Erica and Jennifer, and there was not much traffic; we spoke with maybe 6 or 7 people:

1 new mbr, 1 chk, 1dd, 1pd


Description:
went to enrollment with Erica; there was a good amount of interest in Allegacy considering how far MAS is from a branch.

1 chk, 1 dd, 1 pd


Description:
Brooke & I scheduled an enrollment for Thursday, July 6th from 8:30-10:30am at the Kernersville YMCA


Description:
I talked to Jim. I am mailing to him the sample flyers that we are going to mail out to all the employees. He asked that I send five so he can take to the committee meeting on Monday. In addition, he is going to get some dates picked out in August to do our initial enrollment at the corporate office.


Description:
Spoke w/ Terry to confirm meeting time and place today.  I met w/ three board members.  The president of the association, an attorney, would like to do due diligence before affiliating.  He asked that I provide letters of recommendations from our other art associations and one from a Charlotte organization.


Description:
Angel and I met to discuss the different options for roll out. She asked me to send to her sample forms, the steps of the enrolment process and she is working to get me location information with the number of employees so that we can do a mailing to them.


Description:
Jennifer Betson went to enrollment in the morning, then Erica and I joined her in the afternoon:

16 new mbrs, 12 chk, 17 dd, 5 pd, 5 odp


Description:
Jennifer, Erica, and I went to enrollment:

4 new mbrs (2 were blast-off), 2 chk , 3 pd, 1 dd

When doing visitations, please dress very professional and they are always in a staff meeting.  They like formal presentations.


Description:
E-mailed Lori to get letter of recommendation for Charlotte Art League and per Ashley's request, find out if they are going to hang new artwork to replace the ones they took down.


Description:
Left vm msg for Diane to see if I can get a reference letter from her to give to Charlotte Art League.  Diane returned my call and will e-mail the reference letter Monday, July 10.


Description:
Received e-mail from Kimberly.  She did speak w/ someone about business accounts but our accounts aren't going to work for them.


Description:
GREENSBORO - Left a voicemail for Randy Bray. He decided to take the day off and requested we reschedule our sales meeting for later in July. Will follow back up.


Description:
E-mailed Charlie to ask for a letter of recommendation for Charlotte Art League.


Description:
MATT: Tried to contact Mark Billings executive assistant to schedule a meeting for Belinda and I w/ Mark but she is out of the office this week.


Description:
Tried to contact Larry but got his vm.  Didn't leave msg.


Description:
Spoke w/ Terry to thank her for allowing me to come out and talk to the board.  I also let her know that I am working on getting the letters of recommendation for her.


Description:
E-mailed comparison of us and CMAR to Patty.


Description:
Charlie responded to my e-mail that he would be glad to give me a letter of recommendation.


Description:
I called to follow up on paperwork. Ledt him a message.


Description:
I called to try to reach Mike Nelson. Left a voicemail. I also dropped in the mail information on our remote products.


Description:
meeting with Robin Shelton to discuss payroll services 9:00 am


Description:
Meeting with Paige Adams at 10:30 to discuss payroll services.


Description:
I have an appointment with Cathy to discuss insurance benefits on Thursday, July 27th at 11:30 am.


Description:
Left a voicemail for Mark Uren to schedule a sales meeting to discuss new products offered through Allegacy Services.


Description:
Scheduled a sales meeting with Sandy Hull on Thursday, July 13th at 9:30am to introduce new products offered through Allegacy Services.


Description:
Followed up with Jackie Wilkins about Allegacy Services. She said Bermuda Run cannot offer any of these new products because the country club owner sits on the board of a local bank which administers these same benefits/products. However, she did express interest in an on-site visit for her staff. I scheduled an enrollment for Thursday, July 20th at 1:15pm.


Description:
GREENSBORO - Spoke with Kaye Phillips about possible affiliation with Allegacy. She is not very interested at this time, but said I could follow up in a week to see if her employees may have interest. This company has 35 employees.


Description:
6/29/06 - Received affiliation paperwork.


Description:
CLEMMONS - Left a voicemail for Wayne Prater to discuss potential affiliation with Allegacy. He has expressed interest in our services in the past, but wanted to wait until their new Clemmons plant opened first. They are slated to open this summer. Will follow up.


Description:
Left a voicemail for Melissa to schedule an additional meeting to introduce her to an AIG representative to discuss 401k plans for her staff.


Description:
Donated several Allegacy premiums at Natalie Lemon's request for her employee appreciation day.


Description:
KANNAPOLIS - Spoke with receptionist who informed me my new contact will be Clyde Higgs at Castle & Cooke. I left a message for Clyde to discuss doing business with new bio-tech park tenants. I also sent him an email to schedule a lunch.


Description:
HVL:  E-mailed Peggy to see if we can drop off the flyers to the mail room to be distributed in employee mailboxes.  Peggy replied that we could and offered to take them for us.  Working w/ Peggy to coordinate.

HVL: E-mailed Beth to let her know we will donate Allegacy popcorn to go w/ their candy bars for the Talladega Nights Premier.  Will pick up box from Belinda and deliver to Beth.  Also, asked for more information about their volleyball tournament in September.   Forwarded info to Belinda and Deb.


Description:
Lori replied that she will be happy to e-mail the Charlotte Art League a recommendation note.  She also promised to look into the art situation.  She hadn't realized they had taken it down.


Description:
Emailed Connie Carden to inform her Michelle Kingery would be calling her this week to discuss Payroll Solutions options and prices. Connie had expressed some interest in possibly switching to an automated program in the future.


Description:
went to Kernersville YMCA enrollment, medium to low traffic, most were afcu mbrs:

1 new mbr, 1 chk, 1 dd, 1 pd


Description:
KANNAPOLIS - Received an email back from Clyde Higgs stating that he would be happy to meet for lunch to discuss the new biotech park. He asked that I contact him after July 19th to get scheduled. Will mark calendar.


Description:
Recevied a message back from Mark Uren stating that he would be happy to meet and discuss new Allegacy Services. He said he will call back next week with a date and time.


Description:
Scheduled a presentation and enrollment for new orientation employees on Wednesday, July 12th from 12:30-1:30pm.


Description:
working with Paige to get her a $50k cd at a better rate here.


Description:
GREENSBORO - Left a voicemail for Greg Saylor to follow up on adding credit union benefits. I requested we schedule a sales meeting to further discuss affiliation benefits.


Description:
GREENSBORO - Rescheduled a sales call with Randy Bray for Friday, July 14th at 9:00am. This company handles logistics for Dell and has 40 employees.


Description:
HIGH POINT - Spoke with Dawn Moser regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up. I emphasized our high participation rates among nurses and CNAs.


Description:
Scheduled a sales meeting with James Smalling on Wednesday, July 19th at 2:00 to discuss new products available through Allegacy Services.


Description:
KERNERSVILLE - Spoke with Denise Loflan about possible affiliation with Allegacy. She is going to poll her employees first on credit union interest before moving forward, however, said she would not mind offering Allegacy if her employees like the idea.


Description:
left another vm with Diana about an enrollment


Description:
left another vm w/ Kim Flippin about an enrollment

Kim called back - we scheduled an presentation with the main focus on Allegacy Services, from 10-11 am on August 16th. Kim requests bagels for her 20 employees


Description:
called and left vm with Susan about an enrollment

- Susan returned my call. She will ask her colleagues when a good time is and she'll call me back. I suggested to her that any date in late August would work with our schedule right now.


Description:
Jennifer says to call her back in about a month to see if August or September is a better time for an enrollment.


Description:
left vm with Todd Nichols about holding a summer enrollment


Description:
GREENSBORO - Spoke with a manager at their Triad ground facility. She advised me all employee benefits go through their regional office located in Charlotte. She would not provide a telephone number or contact name.


Description:
left another vm for Darlene about enrollment


Description:
Janice called, and said that now is a busy time to schedule an enrollment. She says that she'll call back in mid-august to schedule. I gave her Jennifer and David's work numbers.


Description:
LEWISVILLE - Left a voicemail for Clayton Allen to discuss possible affiliation with Allegacy. This company contacted us via our website to learn more about our benefits. I went ahead and mailed our information packet.


Description:
Scheduled an additional meeting on Thursday, July 20th at 9:00am to introduce an Allegacy Investment Group rep to Melissa Wagnor to discuss possible 401k administration for her staff.


Description:
Sent a follow up email to Bart Triplett to see about scheduling an Allegacy Services sales meeting.


Description:
WINSTON-SALEM - Followed up with Phillip Kelley on adding credit union benefits. He is still interested in offering our services, and is looking at his schedule to find a good time to meet and discuss. Will follow up soon if I don't hear from him within a few weeks.


Description:
went to enrollment with Jennifer and Erica, a good percentage of the employees had interest:

2 new mbrs, 4 chk, 4 dd, 2 pd, 3 od loc


Description:
Enrollment was changed from 12-2 to 10-11:30


Description:
I know Bob from Reagan and his employees work on the 15th floor of the Reynolds building. He is wanting to offer the benefit of the credit union to his employees. I emailed information to him today.


Description:
went to enrollment with Erica and Jennifer:, spoke with about 5 or 6 people:

1 new mbr, 2 chk, 1 dd, 1 od loc, 2 pd


Description:
Met with Jamie Ledbetter and discussed Allegacy Services. She is not interested in any new products at this time, but kept the brochures if there is future interest. She informed me they have a relationship with Truliant FCU as well.


Description:
CLEMMONS - Spoke with Hrie Mantin about possible affiliation with Allegacy. Hrie inquired at our Clemmons branch about the benefits we could offer his staff. I sent him our information packet today and will follow up. He is interested in having his business account moved to Allegacy as well.


Description:
LEWISVILLE - Left a voicemail for Lisa Raines to discuss possible affiliation with Allegacy. I spoke to her late last year and she expressed interest, however, the CU wasn't a high priority at the time. I requested a time to meet to revisit offering our services.


Description:
went to enrollment with Jenn and Erica, had a lot of interest and enthusiasm:

9 new mbrs, 5 chk, 5 dd, 5 pd, 1 h/c, 2 od loc, 
1 business acct referall


Description:
Attended orientation session and gave presentation. Signed up 5 NM, 5 Chk, 5 DD, and 2 OD.


Description:
Went to enrollment, spoke with two people, signed both of them up. Also the seg rep, Cathy, was interested in joining in the future:

2 new mbrs, 2 chk, 1 dd, 1 pd


Description:
Met with Sandy Hull and discussed new products available through Allegacy Services. Gene Overby was also in attendance. He covered our group health and LTC insurance. Sandy said she just renewed her insurance for the year, but would be interested in comparing prices for next year, and possibly doing a bundle package. They do not currently have a retirement plan in place, and I am sending her more information on our 401k plans.


Description:
Left an additional voicemail for Mark Uren to schedule a meeting to discuss Allegacy Services.


Description:
GREENSBORO - Left an additional voicemail for Greg Saylor to follow up on adding credit union benefits.


Description:
Went to an enrollment:  1 new member, 1 checking.

They now have about 10 employees and most are active members.


Description:
ENROLLMENT CANCELLED.  I will call back to reschedule an enrollment for August.


Description:
I met with Jay Dominick about our relationship with Wake Forest. Wachovia has had a branch location at the school since 1950s. He said that they pay rent there. They have access to the students to do a mailing, they attend back to school events and they are open from 9-3 during the school year.

BB&T has an atm in the IT food court building. They pay rent for this space.

New VP of Finance ( CFO) Nancy Sutterfield. Maureen Carpenter reports to her. Maureen is the controller and handles all atm and banking relationships.

Sandra Boyette stepped down and new Cp of fndraising is James Bullock. He handled commercial entities and fundraising.

New VP of Administration- Matt Cullinan. He is over facilities, HR and Benefits. He also handles real estate. He would be our contact for a faciltity on campus.


Description:
HVL: Received a call from Lori requesting a poster to go along w/ the sign up sheet.  I e-mailed her a poster.

HVL: Flyers dropped off to mail room.  Peggy e-mailed me to let me know she is going to drop off the extras to the automated for me.  Jeanette e-mailed me to let me know she put them in the work room.


Description:
Left vm msg to follow up on letter I faxed yesterday.  Larry replied that he received it and forwarded.


Description:
Received a call from Larry asking me to give him something in writing to explain why they need to sign the request letter.  I faxed a letter on Allegacy company letterhead w/ documentation from NCUAs website to help explain the request letter.


Description:
GREENSBORO - Met with Randy Bray and discussed possible affiliation with Allegacy. He is interested in offering our services and said he will poll his employees. He expects to move forward with affiliation soon. Will follow up.


Description:
Left vm msg for Helena to follow up on scheduling initial enrollment.


Description:
Scheduled to meet with Mark Uren on Thursday, July 20th at 2:30pm to discuss new products offered through Allegacy Services.


Description:
Faxed the member satisfaction survey to Terry.


Description:
E-mailed Terry to make sure she received the fax and confirm the board meeting next week.


Description:
I tried to contact this company.  Phone has been disconnected.  Looked it up on the internet and there are two locations in Research Park, NC & Durham, NC.


Description:
went to enrollment w/ Jenn & Erica:

2 new members, 1 payroll deduction


Description:
KERNERSVILLE - Left a voicemail for Denise Loflan to follow up on our last conversation. She was polling her employees to see if there was interest in possible affiliation.


Description:
went to enrollment w/ Jenn & Erica:

2 new mbrs, 2 chk, 2 pd, 1 dd, 1 h/c, 1 v/c


Description:
WINSTON-SALEM - Left a voicemail for Bill Harrison regarding possible affiliation with Allegacy. This company recently relocated from Virginia and has 80 employees.


Description:
KERNERSVILLE - Left a voicemail for Marc McNitt regarding possible affiliation with Allegacy. This company is based in Virginia, and has locations in Winston-Salem, Kernersville, Charlotte, Huntersville, and Greensboro, Morganton, Raleigh, and Wilmington.


Description:
Held an enrollment:  4 new mbrs., 2 chk, 2 dd, 1pd (ef/jb)


Description:
Spoke w/ Ruth.  Meets w/ Executive Board - July 26.  They roll out benefits to the employees Sept. & Oct. She asked me to call Aug 4 to follow up on Executive Board meeting.


Description:
E-mailed Charlie to follow up on the lunch and learn survey she sent out and the information JBA Benefits requested.


Description:
went to enrollment with Jenn & Erica, spoke with a few employees:

1 new mbr, 1 chk (golden eagle), 1 aig referral


Description:
went to enrollment with Erica:

1 new mbr, 1 chk, 1 dd


Description:
KERNERSVILLE - Received a call back from Marc McNitt regarding affiliation. He directed me to Madeline Curle, benefits manager, to discuss whether or not Fergusion would move forward with this benefit or not. I spoke with Madeline and she requested I send more information for her to review. I also mentioned we could serve several of her other office location throughout central North Carolina. I am sending the info packet today and will follow up.


Description:
spoke w/ Mike Linville about the golf tournament. He wanted to look at the website first, & I'll call him back tmw. (He wondered who C-S is affiliated with - tell him: they're independent non-profit.)


Description:
left vm w/ Shannon and sent him an email about donations for the Golf Tournament.


Description:
left vm with Bill Sparks asking for donations for the golf tournament; I requested that he call back if interested.


Description:
called and left vm about donating for golf tournament - the person who connected me seemed to think that Blumenthal wouldn’t normally do donations


Description:
left vm with Angela about donations and sent email about the Golf Tournament


Description:
called Mike back, left vm about golf event, and sent him an email w/ information


Description:
I left a voicemail with Gerald Chrisco about donationing for our Golf event. I emailed Tracy some information to send Gerald's way.


Description:
spoke with the main office secretary,  I told her about the Golf Event and she recommended emailing Derek information (I have done this)


Description:
Spoke w/ Camilla Wheeler and she wanted to let us know that as of Jan 2006 there were no longer any employees employed by Partners; everyone was employed by Blue Cross Blue Shield.


Description:
Left vm for Dana White regarding Donations for the Golf Event - sent email with information. 

Dana emailed back:
Datamasters is not interested in donating at this time, but says to consider them again in the future


Description:
Jerry Ranson called back wanting to play in the tournament w/ a team of his - I sent him info on how to register


Description:
CLEMMONS - Left an additional voicemail for Wayne Prater to follow up on possible affiliation.


Description:
HIGH POINT - Spoke with Dawn Moser and followed up on the information packet sent. She has reviewed our materials and is taking this to the HR Manager for recommendation. She asked that I follow up in 2-3 weeks. Will mark calendar.


Description:
Left a voicemail for Sam Hancock to follow up on scheduling an enrollment and also to schedule a meeting to discuss new Allegacy Services.


Description:
Left a voicemail for Spencer Fox to follow up on scheduling an enrollment and also to schedule a meeting to discuss new allegacy Services. I sent him an email as well.


Description:
WINSTON-SALEM - Left a voicemail for Debbie regarding possible affiliation with Allegacy. This company has 100 employees.


Description:
CLEMMONS - Spoke with Renee Bumgarner about possible affiliation. I am sending her our information packet today and will follow up after July 24th. She is going to present our information during their staff meeting to see if there is interest from her staff.


Description:
went to enrollment with Jennifer & Erica:

2 new members, 2 p/d, 1 h/c


Description:
Sharon Fausch called - I sent her 25 Direct Deposit forms at her request.


Description:
I Spoke with Deanna about our golf event. She thinks that Davie is uninterested in donating, but I'll send her info in case someone would like to play.


Description:
called Evans Wroter and left vm:

I informed him of golf tournament,
asked if I could get his email address,
and asked if we could get a letterhead indicating name change from Divine to Solid Space.


Description:
Received a message from Chris Henrick returning my call to schedule an Allegacy Services meeting. I call back and left a voicemail requesting a time in July/August.


Description:
spoke with Celeste about the golf tournament, left her an email w/ information.

(may want to check her email address with her to make sure it's correct; it gave me trouble w/ delivery failures.)


Description:
Met with James Smalling and discussed new products available through Allegacy Services. Gene Overby was also in attendance. He expressed interest in a possible bundled package in the future, with payroll and group insurance.


Description:
held enrollment: cking 21, savings 19, odp 3, dir dep 17, payroll 15, holiday 7, and vacation 1.


Description:
scheduled an enrollment for Aug 2 at 2:00


Description:
Introduced Laura Banasiewicz to Melissa Wagnor. Laura discussed our retirement plan options and felt a 401k would be the best fit for Myers Communication. Melissa is very interested, and Laura will follow up with a company survey.


Description:
Received an e-mail from Larry asking me to call him regarding some last minute questions.  I left him a voice mail message.  He returned my call but the reception was not good at the golf tournament so he asked me to call him tomorrow.


Description:
Spoke w/ Larry today.  He is going to sign the letter and I will pick it up this afternoon.  We will complete the factors to consider form when I get there.  Picked up request letter and completed factors to consider form. Also picked tentative date for initial enrollment.


Description:
Have not heard back from Terry about the fax.  E-mailed her again w/ a letter of recommendation from Womble Carlyle.


Description:
Spoke w/ Diane.  Hasn't done the letter of recommendation but will.


Description:
Left vm msg for Patty to follow up on the comparison.


Description:
Met with Mark Uren and discussed new products offered through Allegacy Services. He is interested in receiving a quote from Payroll Solutions, and is interested in receiving a group health quote in 2007. Gene Overby was also in attendance.


Description:
E-mailed factors to consider form to Belinda.  Will bring request letter next Tues.  E-mailed Larry confirmation of tentative initial enrollment date and times, Wed., Aug. 23 from 7a-12p.


Description:
MATT: Left vm msg for Laura Chapman to schedule lunch mtg w/ Mark Billings, Administrator.


Description:
held enrollment w/ corporate.  Savings 4, cking 2, dir dep 2, pay ded 1, overdraft 1, and holdiday 1.


Description:
Emailed Gail Honig regarding their recent buy out by GE Healthcare. I asked her to please advise me on the details, and if she would like her Winston-Salem employees to still have access to the credit union.


Description:
CLEMMONS - Left a voicemail for Dr. Mantin to follow up with adding credit union benefits.


Description:
GREENSBORO - Received a call from Greg Saylor. We scheduled a sales call for Thursday, July 27th at 9:30am.


Description:
E-mailed Lucy to find out if they have scheduled the benefits fair yet and if they are ready to do the ice cream social.  The e-mail was undeliverable.  I tried to contact her via phone and was told she is no longer w/ the property.  I e-mailed Melanie about the benefits fair and ice cream social.


Description:
Belinda received vm msg from Sue Rench who was asking about a credit union in Va.  I returned Sue's call.  Insteel in Va has closed and Gerdau Ameristeel has hired a lot of their employees who have Allegacy accounts.  They try to offer all of their locations local credit unions.  They currently offer one in Clt so they aren't sure, if they want to offer us as well.  Clt would have to join In order for Va employees to be eligible.  Va is supervised by Fabricating location which is located off of Hwy 16.  Steel Mill on Lakeview is a separate busines.  I e-mailed Sue info about Allegacy and the request letter.


Description:
Phone numbers and address are no longer valid. Changed status to inactive.


Description:
Gave presentation and held enrollment with the following results: 2 NM, 2 CHK, 2DD, 1 P/D, 1 HC, 2 OD, and 1 AIG referral.


Description:
Received return mail- phone number is no longer good. Changed to inactive.


Description:
CLEMMONS - Received affiliation paperwork.


Description:
KANNAPOLIS - Emailed Clyde Higgs requesting a time in August to meet and discuss doing business with incoming tenants to the new research park.


Description:
held enrollment, signed up 1 savings.  Lots of staff was already mbr of CU.


Description:
Mailed 25 Spanish membership kits to their Cincinnati office.


Description:
Received change in address from Janet Mullins the HR Director.


Description:
Left an additional voicemail for Chris Henrick to follow up on scheduling an Allegacy Services sales meeting.

Received a call back from Chris stating that he is fine scheduling a meeting for next week. Will call back to set up.


Description:
Left a voicemail for Karen Caines to schedule an Allegacy Services sales meeting.


Description:
Left a message for Todd Richardson to schedule an Allegacy Services sales meeting. I also requested the date and time he would like for us to hold an enrollment during the teacher's orientation.


Description:
KERNERSVILLE - Left an additional voicemail for Denise Loflan to follow up on adding credit union benefits.


Description:
GREENSBORO - Left an additional voicemail for Barbara Fitzpatrick requesting an update on potentially adding credit union benefits.


Description:
HVL: attended employee committee meeting


Description:
Company was acquired by GE Healthcare in January 2006. I emailed Gail Honig to find out more details, but her address and phone number are no longer valid.


Description:
GREENSBORO - Sent an email to Randy Bray to follow up on adding credit union benefits.


Description:
Rescheduled the enrollment for September 7 at 2:30-4:00


Description:
GREENSBORO - Met with Greg Saylor and discussed offering credit union benefits to his staff. He is interested in our services and has decided to affiliate. He is completing the paperwork now and will mail in. Will follow up.


Description:
Spoke w/ Suzie.  She asked me to send her the info again.  We talked about different ways she could promote us including a lunch and learn, open enrollment, quarterly staff meeting.  She is going to present the info to the HR Mgr.  I e-mailed her info and Womble's letter of recommendation.


Description:
GREENSBORO - Left a voicemail for Cecil Collins regarding possible affiliation with Allegacy.


Description:
Jeff is no longer w/ the company.  Kathy Mulhern is the new HR Mgr and she starts Monday.


Description:
CLEMMONS - Received a call from Wayne Prater stating that he would like to affiliate his company; however, things are moving slower than expected in relocating employees to the plant. He thinks it will be around Christmas when the plant is fully up and running. I am sending him our information packet today, and asked him to call me when he's ready to move forward.


Description:
Schedule to meet with Chris Henrick  on Wednesday, August 2nd at 2:00 to introduce new products available through Allegacy Services.


Description:
Kristie Smith sent this referral to the website.  Belinda forwarded it to me.  I left a vm msg for Liz.


Description:
Left a voicemail for Dan Carroll to schedule an enrollment for August/September. Since this would be an initial enrollment, I offered to provide lunch or a snack tray for his staff.


Description:
Spoke w/ Tara who told me I needed to speak w/ Denise.  Left vm msg for Denise.


Description:
Tried to contact Barbara.  Didn't leave vm msg. E-mailed her to follow up.


Description:
E-mailed Jim to follow up on decision.  Jim replied the decision is on hold and he does not know when it will be reconsidered.


Description:
Spoke w/ Will and scheduled enrollment for 08/24.  Also mailed Mbr ship kits for his 10 new hires. Cancelled!

Spoke w/ Will and rescheduled for Sept 18th.


Description:
Received a call back from Karen Caines. We scheduled an Allegacy Services sales meeting to introduce new products available for Monday, August 21st at 3:00pm.


Description:
GREENSBORO - Followed up with Randy Bray about adding credit union benefits. He would like to move forward with affiliation, and said he will contact me shortly to submit the paperwork.


Description:
CLEMMONS - Followed up with Renee Bumgarner and she has decided to affiliate with Allegacy. She is going to complete the paperwork and mail in the first of August.


Description:
KANNAPOLIS - Left a voicemail for Clyde Higgs to schedule a lunch to discuss doing business with incoming research park tenants. His direct line is: 704-273-1204.


Description:
Spoke with Dave Conrad about scheduling an enrollment and also meeting to discuss new products available through Allegacy Services. He is going to check with the plant manager and call me back this week to schedule.


Description:
Left a voicemail for Doug to follow up on scheduling an enrollment for August 2006.


Description:
I called Kim to talk about Allegacy services. I left her a message.


Description:
I called and left message for Marty about meeting on Allegacy services.


Description:
I called Marlene to see if I could talk with her about Allegacy services.


Description:
GREENSBORO - Received an email stating that Randy is submitting the affiliation work and would like to go ahead and schedule a time for enrollment. I emailed him back some available dates in August-September.


Description:
KANNAPOLIS - Received a message from Clyde Higgs wanting to schedule a lunch. I called back and left him a voicemail with some available times.

8/4/06 - Tried to each Clyde again.


Description:
Left a voicemail for Debbie Riddle to schedule an enrollment and also discuss new products available through Allegacy Services.

Received a call back from Debbie Riddle. She is not interested in an enrollment at this time; however, we did schedule an Allegacy Services sales meeting for Wednesday, August 9th at 9:00am.


Description:
Spoke with Maurice Fox about scheduling an enrollment and also introducing new products available through Allegacy Services. He has referred me to Gayle Marret who is in HR/payroll. He is going to speak with Gayle, and told me to follow up with her this Friday. Will mark calendar.


Description:
I talked to Barry. He was the hr rep at Merfin and Arbor acres and has been a credit union member for a long time. He is interested in adding their two plant to our credit union. They have a credit union for all of Jockey but it is not local. He has to gather approval from his manager but thinks it is a go. I have emailed all information to him today.


Description:
Mailed 20 new membership kits at Myra Garris' request.


Description:
Left a voicemail for Kimberly Holland to follow up on adding business accounts and payroll services. I requested a time to meet with Michelle Kingery to prepare a quote for Dr. Mantin to review.


Description:
I received an e-mail from Ashley asking about the status of the artwork for the fc.  I e-mailed Lori to follow up.  I also asked Lori for Cameron's phone number since he didn't reply to my e-mail about the newsletter.


Description:
Left a voicemail for Gay Heath to schedule a meeting and introduce new products available through Allegacy Services.


Description:
LEWISVILLE - Left an additional voicemail for Lisa Raines to continue discussing possible affiliation with Allegacy.


Description:
Met with Chris Yenrick and discussed Allegacy Services. He is not interested in making any changes at this time; however, will speak to the company owner about Allegacy Payroll Solutions. I told him I would follow up in a few weeks to see if there is interest in a quote. I also mailed 20 new membership kits and Allegacy Realty brochures for new hires.


Description:
held an enrollment:  11 new members, 4 checking, 4 direct deposit, 9 payroll deduction, 2 overdraft.


Description:
Held Enrollment:  3 new members, 1 checking, 1 direct deposit, 3 payroll deduction, 1 insurance referral.

Deborah Hill mentioned that they are expanding and would like to hold another enrollment once the new employees are hired.


Description:
Martha said to contact them in early first quarter of next year to discuss their participation in the DW Golf Tournament.  They would like to participate but have to include it in their budget.


Description:
KERNERSVILLE - Left a voicemail for Madalin Curle to follow up on adding credit union benefits.


Description:
LEWISVILLE - Received a message from Lisa Raines stating that they have voted against offering any credit union options to their staff. Will mark company as lost.


Description:
GREENSBORO - Left a voicemail for Kim Roberson regarding possible affiliation with Allegacy. (NOTE: Kim was a former contact at Epes Carriers in Greensboro)


Description:
Left a voicemail for Sherrie Fain to schedule an Allegacy Services sales meeting.


Description:
GREENSBORO - Spoke with Linda Woods who informed me they have decided not to offer our benefits. She said I could check back in 6 months to be reviewed again. Will mark as lost.


Description:
HVL: Galina and I attended sign up for Crawthal contract workers.  We saw 4 people and signed up 1 checking acct.


Description:
Left a voicemail for Debra Perkins to schedule an Allegacy Services sales meeting.


Description:
MATT: Spoke w/ Laura, Mark Billings's executive assistant to schedule lunch meeting for me and Belinda.  Mtg scheduled for 9/5 at 12p.


Description:
GREENSBORO - Left a voicemail for Barry Marshall regarding possible affiliation with Allegacy. This company has 300 employees with locations throughout central North Carolina.


Description:
GREENSBORO - Spoke with Cecil Collins about revisiting possible affiliation with Allegacy. I am sending him our information packet and will follow up. He is going to poll his employees to see if there is any interest.


Description:
Spoke with Todd Richardson, who referred me to Leah Dunbar. I left a message for Leah to schedule an enrollment and also discuss new Allegacy Services.


Description:
Charlie e-mailed me the letter of reference.


Description:
I tried to contact Angela to see if we can schedule a lunch meeting.  Angela is out of the office until 2pm.


Description:
E-mailed Tracy to see if she is interested in playing in the Police Department Golf Tournament w/ Deb.


Description:
E-mailed Charlie to see if he would like to participate in the Police Dept Golf Tournament w/ Deb.  Charlie responded that he cannot participate but to give him a rain check.


Description:
Spoke w/ Melanie.  Lucy moved to NY and she is hoping to have a person in Lucy's position in the next couple weeks.  The benefits fair has been postponed.  She is thinking maybe September.  We also talked about doing the ice cream event in the Spring so it wouldn't be so close to the benefits fair.  I e-mailed her  Belinda's e-mail just in case I am out on maternity leave when she is ready to schedule the benefits fair.


Description:
GREENSBORO - Received affiliation paperwork.

Also Scheduled to attend initial enrollment for Thursday, August 10th at 8:30am.


Description:
E-mailed to see if Charlotte pays or supervises the locations in Greensboro, Raleigh, or Greenville.


Description:
enrollment on 08/05: 
2 new mbrs
2 cking
2 dir dep
1 pay ded
1 overdraft


Description:
Left a voicemail for Gayle Marett to schedule an enrollment for August and also set up an Allegacy Services sales meeting.


Description:
Left a voicemail for Dave Conrad to schedule an enrollment for August and also an Allegacy Services sales meeting.


Description:
KERNERSVILLE - Followed up with Denise Loflan. She said there was no interest from her employees and therefore she will not be offering our benefits at this time. Company does not have direct deposit in place. Will mark as lost.


Description:
E-mailed Liz to follow up on lead from Kristie.  Received e-mail from Liz asking me to contact her this afternoon to schedule a mtg.  Left vm msg for Liz following up on e-mail request.


Description:
Spoke w/ Derenda.  She suggested I contact her in November or December.  She thinks I should wait until the board of directors for the hoa is formed and she believes that should be in January of next yr.


Description:
Left vm msg for Leslie to see if they will be having a benefits fair in Sept. that we can attend.  Also, to let her know that when the employees go to the financial center to open accounts they will have to provide a work id or paystub.


Description:
Received a call from Dave Conrad and we schedule an enrollment for Thursday, August 17th from 1:30-3:00pm. Jennifer Betson will be in attendance.


Description:
Met Tracy.  The person we were supposed to meet w/ wasn't there.  Tracy asked us to call her to reschedule.  She said the best time to meet w/ the employees is at 6:30 after work.


Description:
Sandy replied that Charlotte does not pay or supervise those locations.  I asked her if she had contacts for them.  She suggested we contact Kathy Ellis at corporate.  I forwarded info to Jennifer.


Description:
Spoke with Janice Johnson about scheduling an enrollment and Allegacy Services sales meeting. She is going to check her calendar and call me back with a good date. She said it will most likely be another 1-2 months.


Description:
I e-mailed Fred to see, if Galina and I can attend their next meeting.


Description:
I called and left msg for Tracy to scheduling  mtg.


Description:
held enrollment on 7/31.  No one signed up, but gave out a few packets.


Description:
Met with Debbie Riddle and discussed new products available through Allegacy Services. She is interested in receiving quotes for our Payroll, Health Insurance, and Merchant Card Services. I will contact the appropriate people to get additional meetings scheduled.


Description:
HVL: Tracy replied that she is not interested in playing but Terry Fair, manager of facility services may be interested, if I wanted her to forward the request.  I replied to ask her to check w/ Terry.


Description:
HVL: Tracy e-mailed me Terry's direct information.  He would like to play in the golf tournament.  I forwarded his info to Deb.  

HVL: Peggy e-mailed me her checking referrals for the mini cooper promo.


Description:
Left vm msg for Jenni to schedule visit.


Description:
E-mailed Carin to try to schedule a visit. Carin responded that Wednesdays in Sept work best.  She also asked that we come to talk to the 2nd shift employees at 6pm as well.  I replied to work out the details.


Description:
Spoke w/ Gail.  They may do a Blue Cross/Blue Shield enrollment or rain day safety class (notice would be that morning).  Combined classes are around 20 people.  It would take a while to get to all the employees but it is a way for us to have access.


Description:
Christina is going out on leave for surgery for about 6-8 weeks. She asked me to send her a reminder e-mail August 24 to talk to the owner and get approval.  She also asked me to e-mail the request letter today and in the reminder e-mail.  Open enrollment is the last week of November or first of week of December. She would like to get the pwork to me by Nov. 1 so we can attend open enrollment since that is the only time all the employees will be together.


Description:
E-mailed Charlie to schedule a visit.  Suggested an ice cream social to try to get the attorneys who don't have time to come to a lunch and learn.  Charlie responded that he thought it was a great idea along w/ a suggested day & time.

8/9/06 Contacted Brusters to secure date.  Replied to Charlie w/ details.


Description:
Spoke with Cheryl and she said to call around the week of Sept 10. to schedule an enrollment.


Description:
Scheduled a meeting for Friday, July 18th at 9:00am to introduce Michelle Kingery to Debbie Riddle to prepare a quote for Payroll Services.


Description:
Held Enrollment with David:

Savings 5
Cking 5
Pay Ded 4
Dir dep 4


Description:
Left a voicemail for Natalie Lemons to follow up on LTC and Payroll. I also mentioned Gene Overby is now licensed in Health Insurance if there is interest in a quote.


Description:
Scheduled to meet with Salem Distributing on Tuesday, September 19th at 10:00am to discuss new products available through Allegacy Services.


Description:
Held an enrollment:  5 new mbrs, 4 checking, 3 dd, 2 pd, 3od, 1 holiday club, 1 vacation club.

Katherine Flynt also mentioned that she was interested in holding seminars for the employees focusing on alternative products since most are members.


Description:
Spoke w/ Christine.  She suggested I follow up w/ Darlene.


Description:
Kathryn has taken another position in the company.  The receptionist suggested I contact Joellyn.  Left a vm msg for Joellyn.


Description:
Haven't heard back from my last e-mail.  E-mailed Carin to schedule the date and time.  Also proposed a lunch and learn.


Description:
Left vm msg for Pam to see if there is an event coming up that we can attend.  At the Presby orientation yesterday I overheard Wachovia and Bank of American talking about a visit to Davidson College on the 17th.

Pam returned my call.  She didn't know of anything B of A or Wachovia may be attending.  The next event is the benefits fair in Nov.  They don't have a date yet but will contact us as soon as they do.


Description:
8/10 E-mailed Larry two flyers to promote our initial enrollment.  Received reply that he is going to have to reschedule.  

8/11 Replied w/ potential dates.

8/15 Haven't received a reply to my last e-mail.  E-mailed Larry again to see if he has had a chance to look at his calendar.


Description:
E-mailed Charlie w/ new lunch and learn suggestions.


Description:
E-mailed flyer to Galina to forward to Charlie Oct. 3.  Updated ice cream tickets.  Will print and give to Galina to drop off Oct. 3.


Description:
Spoke w/ Tracy.  Scheduled lunch mtg 8/25.


Description:
Left vm msg for Tucker to see if we can schedule a lunch and learn for the employees.


Description:
E-mailed Helena to try to schedule the initial enrollment.


Description:
E-mailed Kathy to schedule initial enrollment.


Description:
Went to Freshman Orientation:
9 sav
4 cking

Belinda and Jenn were present.


Description:
Held enrollment:

Savings 4
Cking 2
Dir Dep 2
PD 2


Description:
Received a call from Terry that the board has decided to affiliate.


Description:
Completed factors to consider form over phone w/ Terry.  E-mailed her completed request letter and copy of Lake Norman Art League's membership app.  Also requested copy of by-laws and pdf of their membership app.


Description:
Met with Debbie Riddle and introduced Michelle Kingery. Michelle went over payroll options and is preparing a quote. If company decides to switch to Allegacy Payroll, Debbie said she will implement the first of January 2007.


Description:
HIGH POINT - Received an email from Dawn Moser stating that she was preparing a proposal for the board of directors. She had a few questions, which I answered in a return email. I will follow up with her in a few weeks to receive an update on the meeting.


Description:
Kathy replied that she is recovering from a fall in which she had pins put in her hip.  She will return to work part time 8/28 and then gradually work up to 8 hr days.  Right now Merck is conducting a rigid training program for the technicians which will continue into September.  They have to complete the training during regular work hours along w/ their regular job demands so it may be October before they can schedule the initial enrollment for us.


Description:
Tried to contact this company. The phone just rang.


Description:
Left vm msg for Kim.  Also, left vm msg for Donna Ferraro.


Description:
Spoke w/ receptionist. Rick is out of the office.  Told me to call back.


Description:
Tried to contact Melody.  The phone just rang.  No answering machine.


Description:
E-mailed Kimberly to see if we can schedule a lunch and learn.


Description:
Talked with Pam about Allegacy Services.


Description:
I called Monty to check on interest on allegacy services. Left voicemail.


Description:
Met with Karen Caines and discussed new products available through Allegacy Services. She is interested in looking at Payroll Solutions and Group Health insurance in the future. She wants to wait until year end before making any changes. Gene Overby was in attendance and spoke about Health and Long Term Care.


Description:
Jennifer Betson and David Foster attended annual financial fair with the following results: 4 NM, 2 CHK, 2 DD, 2 P/D, 1 HC, 1 EQTY referral, and 1 AIG Referral.


Description:
Received a reply from Richard letting me know they are not interested in offering us at this time.


Description:
E-mailed Tom to try to schedule meeting. Tom replied that they will not be able to participate at this time because they have other priorities they are focusing on right now.


Description:
GREENSBORO - Spoke with Cecil Collins to follow up. He asked that I call back next week to further discuss because of being backed up with work.


Description:
Left vm msg to follow up on e-mail I sent w/ pwork to join.


Description:
GREENSBORO - Spoke with Kim Roberson about possible affiliation. She is intersted in reviewing our materials, but asked that I call back in a month to further discuss. Will mark calendar.


Description:
Left vm msg for Carin to schedule visit.


Description:
Left vm msg for Ellen to see if we can schedule a lunch and learn.


Description:
Spoke w/ Jenni about scheduling a lunch and learn.  She asked me to e-mail her the topics and then we'll pick a date.  September is completely out because they have construction going on.  I e-mailed her the list of topics.


Description:
Mailed 30 new membership kits at Karen Caines request.


Description:
Emailed Debbie Riddle regarding information on Encore Merchant Services.


Description:
Left a voicemail for Julie Davis to schedule a meeting to introduce new products available through Allegacy Services.


Description:
KERNERSVILLE - Left an additional voicemail for Madalin Curle to follow up on adding credit union benefits.


Description:
GREENSBORO - Left an additional voicemail for Barry Marshall regarding possible affiliation with Allegacy.


Description:
Called Cynthia Trivette, scheduled enrollment for September 27.


Description:
Spoke w/ Melissa and she is going to email all other branch location for me to contact about enrollments.  Also spoke to her about possible re-enrollment due to the lack of participation thus far.


Description:
Galina and I met w/ Tracy.  She is going to go back and see if any of the employees are interested in having us come out and sign them up.  She would like for us to come at 6pm after they close.  She also asked me to have someone from Allegacy payroll contact her about our payroll services.


Description:
Spoke w/ Sarah about enrollment.  She said to call back in October to schedule an enrollment.


Description:
I e-mailed Tom to see if it would be alright for me to contact him in 6 months.  He replied that would be fine.


Description:
WINSTON-SALEM - Spoke with Lynne Mabe about possible affiliation with Allegacy. I am sending her our information packet and will follow up.


Description:
LMTC w/ Cheryl about scheduling an enrollment.


Description:
Spoke /w Barbara and she said that enrollments are not feasable.  She would contact us if she needs anything.


Description:
LMTC w/ Tammy to schedule an enrollment.

She does not want an enrollment at this time.  She said that any promotional items that could be relayed via email was OK.


Description:
Spoke w/ Jan and she said that she would talk w/ Christine and get back to me.


Description:
Left a voicemail for Denise Pruitt to schedule an Allegacy Services sales meeting, and also enrollment.


Description:
Left a voicemail for Allison Meadows to schedule an allegacy Services sales meeting.


Description:
GREENSBORO - Spoke with an assistant who would not transfer me to Human Resources. The benefits manager said there was no interest from staff when they looked at this option earlier. Will matrk as lost.


Description:
Received a call from Kimberly Holland. They have chosen to use Encore Merchant Services for their Visa processing. I am stopping by this afternoon to complete a site check required by Encore.


Description:
Spoke w/ Mark and he said that they are not interested at this time for an enrollment.  He said that most of his staff are hispanic and a CU is not something that his staff would be interested in.


Description:
Left an additional voicemail for Debra Perkins to schedule an Allegacy Services sales meeting.


Description:
Tried calling Ken and he is in a meeting until tomorrow. Will try then.


Description:
LMTC w/ Rose for an enrollment.

Pam called back and said that they are just way to busy at this time.  I emailed her an Allegacy @ work flyer along w/ seminar flyer.


Description:
Let message for Denise. If she does not answer I will call her back.


Description:
Spoke w/ Terry Herndon and scheduled and enrollment for September 13th for all 3 shifts.  5am, 8am, and 5pm.

Emailed flyer.


Description:
Left a voicemail for Jim Hedrick to schedule an Allegacy Services sales meeting.


Description:
Left vm msg for Larry to try to reschedule initial enrollment.  Larry returned my call.  We rescheduled for Wed., Sept. 6. I e-mailed him a new poster.


Description:
HVL:  E-mailed Lori to follow up on contract workers sign up.

MATT:  Spoke w/ Laura.  Mark Billings will need to reschedule our lunch mtg.  We rescheduled for Tues., Nov. 28 at 11:30.  Laura will e-mail me a restaurant.


Description:
E-mailed Jenni updated list of educational seminars.


Description:
E-mailed Tucker a list of educational seminars to see if we can schedule a lunch and learn.


Description:
E-mailed Tracy list of updated educational seminars in case any of her employees are interested in the new topics.


Description:
Jennifer Betson and David Foster attended enrollment with the following results: 1 NM, 1 CHK, 1 DD, 3 P/D, and 1 HC.

I stayed after and spoke with Dave Conrad about new products available through Allegacy Services. He is interested in our Group Health and disability insurances.


Description:
Spoke to Cathy and she said that I could email some info to her and she would email to staff.  I emailed Allegacy @ work, and the seminar info.


Description:
She said that she would see if the interest is there and will call back.  Told her late Sept or Oct would work out great.


Description:
Received a call back from Jim Hedrick. He said Carolina International Storage will be taken over by a national company on January 1, 2007 and that Jim will be retiring. The new company is Jacobson Storage. Most employees will be retained. We will need to contact them to receive new paperwork at the first of next year.

Jim personally wanted information on Long Term Care, so I sent him our information packet, along with Gene Overby's contact information.


Description:
LMTC for Sharon about an enrollment.

Sharon called back and said that Mr. Reedy would have to schedule this and should relay this info to him and would call back if necessary.


Description:
Spoke w/ Brenda and she said that she is going through some changes and rhey needed to be worked out before an enrollment can take place.  She said try contacting her again in late Oct.  I told her to let us know if she needs any held w/ her changes.


Description:
Spoke w/ Celeste about an enrollment.  She said that she thinks the spring would be better but she would check.  Gave her my number and she said that she would call back,


Description:
Called and LMTC w/ Jessica about an enrollment.


Description:
Tried calling (3) times and it was busy each time.  Was calling about an enrollment.


Description:
Spoke with Nancy Bramlett about scheduling an Allegacy Services sales meeting and also enrollment. She is going to call me back with a date and time soon.


Description:
Left a voicemail for Joanne Carter to schedule an Allegacy Services sales meeting.


Description:
Spoke with Jennifer Alley about scheduling an Allegacy Services sales meeting. She is going to call me back within the week to discuss further.


Description:
E-mailed Carin to try to schedule a visit.


Description:
Emailed Dave Conrad about scheduling an additional meeting with Gene Overby to discuss Group Health and Long Term/Short Term Disabilty Insurance.


Description:
Left an additional voicemail for Gay Heath to schedule an Allegacy Services sales meeting.


Description:
GREENSBORO - Spoke with Cecil Collins to follow up on the information packet sent. He hasn't had a chance to poll his employees yet, however, said he will soon and asked that I call back next week.


Description:
CLEMMONS - Spoke with Wayne Prater about an update on affiliation and also about our relocation services offered through Allegacy Realty. He said they already have an agent they are using; however, he is still interested in affiliation and wants me to follow up in about 5-6 months to receive paperwork.


Description:
Received an e-mail from Tucker that he will present the educational seminars to his employees and see what kind of response he gets.


Description:
Terry returned my call to let me know that she has forwarded the request letter to someone who is more computer savy.


Description:
Received an e-mail confirming date, time, & location.  E-mailed Carin a poster to promote the visit.


Description:
Left a message for Barbara Reece to schedule an Allegacy Services sales meeting.


Description:
E-mailed Michelle at Allegacy Payroll to contact Tracy about payroll services.  Left Tracy msg to follow up on scheduling a visit.


Description:
HIGH POINT - Emailed Dawn Moser to follow up on the board proposal. I asked if I could answer any questions or be of further assitance. Will keep in close touch.

Received a response from Dawn stating that they will most likely affiliate with Allegacy, and she should know more by the middle of October. She asked that I check up with her again in a few weeks. This group has 1,000 employees. Will follow up.


Description:
Left a voicemail for Carol Stroop to schedule an Allegacy Services sales meeting.


Description:
received dates for benefit fair in November. Runs from November 2- November 15th.
They have a new benefit Manager that reports directly to Barry Sams. Her name is Melanie Hill. I added her information in contact.


Description:
I called Cynthia. Sent her a package of information on credit union affiliation


Description:
Barry's company will not add another credit union because they already have a national one. He is sending out a letter telling the employees about Allegacy and our Clemmons location and our benefits to all staff. I sent him packets and pens to give to the employees.


Description:
Left vm msg for Joe at the office location to try to schedule lunch and learn for the office employees.


Description:
E-mailed Kimberly about lunch and learn again.


Description:
E-mailed Felicia about doing a lunch and learn.


Description:
Left vm msg for Leslie.  Leslie returned my call.  They are not having a benefits fair this year.  She promised to let me know whenever they have an event where they invite vendors.  I talked w/ her about doing a lunch and learn and she asked me to e-mail her the list of topics.  I also explained about the employees having to show proof of employment.  She completely understood and offered for Ashley to contact her if there is a concern or question about employment.  I e-mailed the list of lunch and learn topics.


Description:
Spoke w/ Kevin.  Told him we would like to sponsor an 11&12 or 13&14 team this fall.  We also spoke about the association affiliating.  I e-mailed him our logo and name for the shirts and info about affilaition for him to share w/ the board this Sunday.  I e-mailed May to confirm that we have already paid for the sponsorship.


Description:
Scheduled to attend orientation meeting for enrollment on Wednesday, September 20th at 1:30pm.


Description:
Mailed 50 new membership kits at Julie Garner's request.


Description:
Left a voicemail for Debbie to schedule a meeting to introduce Gene Overby to discuss Group Health Insurance.


Description:
Emailed Alyssa White to schedule an Allegacy Service sales meeting.


Description:
Left a voicemail for Sandy Hull to schedule an additional meeting with an AIG representative to discuss 401k and other retirement plan options for her staff.


Description:
Left a voicemail for Barbara Cannon to schedule an Allegacy Services sales meeting.


Description:
GREENSBORO - Spoke with Sherry Garinger about possible affiliation. We spoke last year and she didn't want to make any changes at that time; however, she would like to revisit the possibility now. I am sending her our information packet today and will follow up.


Description:
Received a reply from Charlie.  There was interest from several employees but not enough for the minimum 10 on each shift.  She offered to try again at a later date.  She also asked for JBA Benefits' contact info so they can get bids on life and ltd.  E-mailed Charlie JBA's info and asked if we could come out and sit in the break room to talk to the employees.


Description:
E-mailed Larry to confirm enrollment tomorrow.  Larry replied.


Description:
Received e-mail from May. Sent check June 13 for $250.00 Check number 78711. It cleared our Bank on June 22.  E-mailed Kevin to let him know we have already paid for the fall sponsorship.


Description:
Scheduled an additional meeting on Tuesday, September 12th at 9:00am to introduce Gene Overby to discuss possibly offering Group Health Insurance.


Description:
Emailed Patience Absher to schedule an Allegacy Services sales meeting.


Description:
Gene Overby and I met with Teresa and jessica to discuss benefit program today.

Also Rick and I are talking with Nathan Anderson to discuss the 500 corporate card program. He is wanting to use as a purchase card.


Description:
Spoke with Greg Saylor who is requiring his employees to begin using direct deposit. Several had expressed interest in accounts with Allegacy, so I faxed over membership applications and direct deposit forms. I also mailed membership kits.


Description:
Left a voicemail for Lynne Haywood to schedule an Allegacy Services sales meeting. I also requested the date for their annual benefits fair, which usually takes place in December.


Description:
GREENSBORO - Spoke with Cecil Collins to follow up. He said there still isn't much interest from his employees. They currently offer Members Credit Union, and only a few participate. He will keep our materials and call if anything changes.


Description:
WINSTON-SALEM - Spoke with Lynne Mabe to follow up on information pacekt sent. She said they are interested in affiliation, but wanted to review our materials more. She will call back later in the week to further discuss.


Description:
Received a call from Scott Poindexter saying that FRA and Novant were starting a new joint venture company called Excel Imaging. They expect to have about 225 employees and he wanted them to be eligible for the credit union. The new company will begin operating on January 1, 2007. I emailed him the necessary paperwork.


Description:
WINSTON-SALEM - Emailed Scott Poindexter affiliation paperwork. This company is a new joint venture between Forsyth Radiological Associates and Novant Health. They expect to employee 225 people.


Description:
I talked with Gary the controller about their disability plan that is coming due in Feb 2007. I gave him informaiton on JBA and he is interested in discussing and getting a possible quote.


Description:
E-mailed payroll question.  Larry responded ok to fax forms to Debbie.


Description:
Galina and I attended initital enrollment.  
7-9a Hourly Emp
9-10:30a Salary Emp
10:30-12p Hourly Emp (mostly temp - Hispanics)
2:30-3p Hourly (some Vietnamese)


Description:
Gave presentation and held enrollment with the following results: 5 NM, 7 CHK, 7 DD, 1 PD, and 1 Insurance referral.


Description:
KERNERSVILLE - Kathy Beckham, accounting mgr, stopped into our Kernersville branch to inquire about offering Allegacy as an employee benefit, and setting up direct deposit for her staff. I called and left a message for Kathy to further discuss possible affiliation. This company has 15 employees.


Description:
Rescheduled VA orientation for Monday, September 18th from 1:00-2:00pm.


Description:
Held enrollment on 09/11, and signed up 3 mbrship, 1 cking.


Description:
E-mailed Larry to try to schedule another visit for one group of hourly employees and the hispanic employees.  I also e-mailed our educational seminars to try to schedule a lunch and learn.  
Larry responded that either Wed was fine for the visit.  E-mailed Iliana to see if she is available to assist w/ the spanish speaking employees.


Description:
This company was referred by Linda Michaux - Clt FC.  I tried to contact them but the phone just rang.


Description:
Introduced Gene Overby to Debbie Riddle to discuss group health options. Gene has requested a census from Debbie and will put together a quote. Their renewal is in November.


Description:
Received an email back from Patience stating that she is planning on attending the September 26th meeting regarding Payroll Solutions. She said if she is unable to make it, she would then like to schedule an individual meeting with me.


Description:
KERNERSVILLE - Tried to reach Madalin Curle. I received her voicemail, but did not leave another message at this time.


Description:
E-mailed Ellen to try to schedule a lunch and learn.


Description:
Spoke w/ Iliana. She will be able to assist at Foamex 10/4 from 10:30-12p.  E-mailed Larry to confirm the date and time.  Also, e-mailed Debbie again to ask for a pdf of the direct deposit form.


Description:
Left vm msg for Terry to follow up on pwork.


Description:
E-mailed Charlie to see if we can go ahead and schedule the lunch and learn and see if we can get more interest between now and then per Belinda.


Description:
Received a call from Lynne Haywood. I discussed with her the new products available through Allegacy Services. At this time, she did not feel a need to make any changes. But asked that I send her information for her to file for future changes and renewals. We also talked about dates for their annual benefits fair. These dates will be either November 28, 29,or 30th. Ran Song will be coordinating the event. She requested we provide donuts and a door prize.


Description:
Mailed 2 WFU football tickets to Terry Sealey for her credit union support.


Description:
Mailed 2 WFU football tickets to Neil Thomas for his credit union support.


Description:
Holding a Volvo promo day at our greensboro financial center. We did a mailing to our existing membership- Volvo would not allow us to send out an email to their staff and asked them to refer non-members. While they are getting their car washed, we will be promoting our products and services to them for membership and checking accounts. We have 14 signed up.


Description:
Mailed 2 WFU football tickets to Jessica Maurice for her credit union support.


Description:
Mailed 2 WFU football tickets to Mary Ann Hehl for her credit union support.


Description:
Received an excel file of the direct deposit form from Debbie.  Forwarded it to Belinda who forwarded it to Ricky.  Received call from Debbie asking for the 800 number and Spanish literature to post before our sign up.  E-mailed Deb to see if there are any marketing materials we can use.


Description:
Belinda received request letter & by laws.  I  e-mailed completed factors to consider form to Belinda.


Description:
Went to enrollment on 09/13 and he forgot.  So we will try again in Oct.

Did speak w/ a few ppl.
Sav 3
cking 3
dir dep 3
AIG


Description:
WINSTON-SALEM - Spoke with Lynne Mabe to follow up on adding credit union benefits. She has passed our information on to the president and has asked that I follow up early next week.


Description:
Left msg for Michael w/ person who answered the phone.


Description:
KERNERSVILLE - Spoke with Kathy Beckham about possible affiliation and her employees being able to use Allegacy en Espanol. She said the majority of her employees were Hispanic, and she wanted them all set up on direct deposit. I am emailing her the affiliation paperwork today.


Description:
GREENSBORO - Left Barry Marshall an additional voicemail to discuss possible affiliation.


Description:
contacted Donna to discuss Allegacy services. I gave her a list of available dates that we could get together.


Description:
Spoke w/ Donna Poole and she said that they had just moved into their Salisbury location. She is really busy trying to fill positions, more or less she said that this is not a good time, and she will contact us back.


Description:
I called Claire Salgato to discuss payroll issues. Left voicemail.


Description:
Received a call from Sheryl Mohn. We scheduled to attend their benefit meetings on Monday, October 2nd from 9-11am, Wednesday, October 4th from 2-4pm, and Thursday, October 5th from 9-11am.


Description:
Held enrollment with the following results: 5 NM, 3 CHK, and 3 DD.


Description:
Had enrollment, had a lot of traffic but not a lot of commitments.  I set up 1 HC, and spoke a lot about MM.


Description:
HVL: E-mailed Beth about upcoming employee committee events.  She asked us to be a judge for the pumpkin contest Oct. 30.  Unfortunately because of the Presby Main Benefits Fair we won't be able to participate in the pumpkin contest.  They are also celebrating their anniversary in November.  We are going to do a drawing for two $50 gift cards to Northlake Mall.  Galina will attend to promote Allegacy and make sure we have the entry forms completely filled out so we can see how many of the employees are members.  I e-mailed Beth to find out the day and time so Galina can attend to promote Allegacy.  E-mailed Galina the details.


Description:
Received a reply from Charlie asking us to do two - one at 2:30p & one at 3p since different departments go to lunch at different times.  She is going to try to get more of a response while I am on maternity leave.


Description:
Met with Gale Marett and discussed new Allegacy Services. Gene Overby was also in attendance. She said she shops insurance every year and is interested in receiving a quote on Group Health and Disability Insurance. She is also interested in scheduling AIG seminars.


Description:
LMTC w/ Clinton several times (more than 3) about an enrollment or opportunity w/ his benefit fairs.


Description:
LMTC on answering machine, about scheduling an enrollment.


Description:
Spoke w/ Elain and she is going to poll her employees to see how much interest.  She is going to contact us back in a week or so.


Description:
Called and notified Renee that were approved, also asked her when she would like an enrollment held.  She said that she would possibly look into this at a later date.


Description:
Rcvd info from Melissa and have sent email out to other locations.  Have spoke w/ Burlington location and have mailed them info including the Remote brochures.  Have spoken w/ Backy at WS and we are working towards an enrollment on Oct 25th.


Description:
WINSTON-SALEM - Spoke with Lynne Mabe to follow up. She has submitted the affiliation paperwork to the company owner to complete. She will contact me before mailing in the forms.


Description:
9/14/06 E-mailed Michelle to follow up on call regarding Allegacy payroll.  She replied that Catherine was handling it. E-mailed Catherine to follow up.  She replied that she had tried but hadn't had any luck getting  a hold of Tracy.

9/18/06 Catherine  finally got a hold of Tracy and scheduled a phone call tomorrow at 12:45.


Description:
Received e-mail from Catherine letting me know she spoke w/ Tracy and is going to get a quote for her.  I tried to contact Tracy multiple times today to schedule a sign up.  I was not able to get in touch w/ her.  I left a message w/ someone to let her know that either Galina or I will be calling her back.


Description:
LMTC on VM w/ Linda about us coming to benefit fair.


Description:
CHICAGO - Bob Gescheidle called to inquire about credit union affiliation. I spoke with him about our benefits and the membership process. His company has 30 employees. I emailed him the appropriate forms and additional info on Allegacy. He will contact me soon to discuss further.


Description:
HIGH POINT - Emailed Dawn Moser to receive an update on their affiliation status. During our last conversation, she expected to have the paperwork in by mid-September.


Description:
GREENSBORO - Left a voicemail for Mary Allred to continue discussing possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Met Mike Reeves at a dinner party and he mentioned he was interested in affiliating Primo with Allegacy. I also mentioned we have capabilities to provide corporate Visas for his sales staff.


Description:
Emailed Al Fausch to schedule an Allegacy Service sales meeting.


Description:
Emailed Travis Hargett about scheduling an Allegacy Services sales meeting.


Description:
Emailed Debra Perkins to schedule an Allegacy Services sales meeting.

Scheduled to meet with Debra Perkins to introduce Allegacy Services on Tuesday, September 26th at 3:30pm.


Description:
Emailed Niki Vogler about scheduling an Allegacy Services sales meeting.


Description:
Rita and I went on 9/20/06 at 11:30 am to sign up employees, we had Mr-6, Chk-1, Dd-1and Pd-7.
Then 6:00pm I went to sign up I had
Mr-13,Chk-7,Dd-1and Pd-12.
And we talked to Carin and she told us we can come every six months. And they have another branch with 12 employees , so we can sign them up too.


Description:
E-mailed Larry and Debbie to confirm our sign up Wed., Oct. 4.  I also let them know we will send them the Spanish e-mail flyer to promote our visit as soon as we receive it.  I e-mailed info on Balance and the list of Educational Seminar topics.


Description:
Emailed Valerie Thomas about scheduling an Allegacy Services sales meeting.

Valerie emailed me back with some available dates. She also said they are tentatively planning on having a benefits fair on Friday, November 17th. She will email me more details.


Description:
GREENSBORO - Spoke with Kim Roberson and followed up on possibly adding CU benefits. She still has her hands tied at this time, but said she is still interested in our services. She asked that I call back in another month. Will mark calendar.


Description:
E-mailed Carin to thank her and let her know how successful our sign up was.


Description:
Received call from Pam letting me know the benefits fair will be 11/1 from 10-3p.  She also asked that whoever is atttending e-mail her to let her know how many from Allegacy will be there so she can order box lunches.


Description:
Dropped off member kits and promotional materials.


Description:
Scheduled to attend their annual benefits fair on November 30th from 9:00-12:00pm.


Description:
I mailed credit union information packet to this company.


Description:
Emailed Adrianna Fulda to schedule an Allegacy Services sales meeting.


Description:
Emailed Sonjia Kurosky about scheduling an Allegacy Services sales meeting.


Description:
KERNERSVILLE - Received affiliation paperwork.


Description:
Emailed Janice Johnson about scheduling an Allegacy Services sales meeting.


Description:
Mailed 75 badge pulls to Jena Sheets at her request.


Description:
Mailed 50 new membership kits and pens at Sharon Fausch's request.


Description:
Mailed Carrie Lesh 2 tickets to the WFU/Liberty football game.


Description:
Mailed Janet Falls 2 tickets to the WFU/Liberty football game.


Description:
held enrollment for W/S:
3 Sav
3 H/C
1 OD


Description:
Met with Debra Perkins and discussed Allegacy Services. She is interested in receiving a quote for our Group Health, Dental, and Long Term Disability. She is considering Long Term Care for her management team, and would like more information for herself and husband as well. Will coordinate follow up meeting with Gene Overby.


Description:
called Dan and he is out of the office until next week.  I will try again then.


Description:
GREENSBORO - Left an additional voicemail for Sherry to follow up on information packet sent.


Description:
Emailed Lori Jostes an update on WFU football tickets, and also requested a meeting to discuss new products available through Allegacy Services.


Description:
Left a voicemail for Terri Miller to follow up on our payroll meeting from June. Michelle Kingery met with Terri, but no decision has been made yet. I called to receive an updated status, and to ask if I could be of assistance in the process.


Description:
Emailed Becky Russ about scheduling an Allegacy Services sales meeting.


Description:
Left a voicemail for Janni Holden to schedule an Allegacy Services sales meeting, and also requested an enrollment.


Description:
Spoke with Dave Conrad following up on our Allegacy Services meeting. He said he has signed to renew his Health Insurance for the year, which goes into effect October 1st. However, he would like for me to call around June 2007 to discuss options for next year.


Description:
Emailed Debra Perkins regarding the census information Gene Overby needs to put together a Group Health and Life quote.


Description:
Received an email from Kathy Beckham requesting membership kits be mailed after board approval. I emailed her back informing her that we would like to hold an on-site enrollment where we can provide special promotions for the employees.


Description:
Scheduled to meet with Janice Johnson on Tuesday, October 3rd at 2:30 to introduce new Allegacy Services products.


Description:
WINSTON-SALEM - Received a call from Scott Poindexter informing me that he has mailed the affiliation paperwork and we should receive it this week. We also discussed how payroll would be handled through Forsyth Radiological Associatiates.


Description:
Received an email from Niki Vogler stating that she felt Human Resources would not make any changes to their current payroll and insurance programs. However, said she would review info on individual plans as an insurance suppliment for employees. I emailed her back to schedule a time to meet.


Description:
Received a call from Rita Curly. We scheduled an Allegacy Services sales meeting for Thursday, October 19th at 1:30, in addition to an enrollment starting at 2:00 for her staff.

Called to reschedule Allegacy Services meeting, and she wanted to reschedule the entire meeting as well as enrollment.  Told Rita that David would call to reschedule soon.


Description:
Receiveda response from Lori Jostes. She said she would like to meet in late October to discuss allegacy Services. She also requested we do a lunch & learn for her staff. I emailed her some available dates to schedule.


Description:
CHICAGO - Received affiliation paperwork.


Description:
WINSTON-SALEM - Received affiliation paperwork.

Company will open for business on January 1, 2007.


Description:
Emailed Bob asking him to provide the address of his New York offices.


Description:
called and\left msg about allegacy services


Description:
left another message about allegacy services


Description:
left another message re allegacy services.


Description:
Valerie has emailed me in September interest in the payroll services area. She had rsvp to attend the payroll lunch meeting that we had scheduled on 9/26. She did not show. She emailed me back today to apologize. I asked her if she would like for us to come out and present the information to her and Angie.


Description:
Sally Jackson and Tracy Ashby had rsvp to attend the payroll services lunch. They did not attend. I told her we would be happy to come out and do the presentation to them. She said she would let me know.


Description:
Robin Yates attended our payroll lunch and learn session. We will follow up with her. She was very interested in HR system aspect of the payroll product.


Description:
Julia Kearan attended the payroll lunch and learn. They are very interested in the paycards for the employees. She asked me to contact Kima nd see if we can do a quote. They currently use ADP and are getting a quote from BB&T payroll services.


Description:
left message for Jane about payroll services. She leaves at 4 for the day.


Description:
they are adding nre jobs. They now have 125 triad employees.


Description:
Scheduled an initial enrollment for Friday, October 20th at 8:00am.


Description:
Met with Janice Johnson and introduce new allegacy Services. They are currently with BB&T who manages their entire benefits plan. Janice will consider Allegacy for future price quotes, and has interest in learning more about Long Term Care on a supplimental basis for her staff. Will follow up with additional information.


Description:
I talked to Claire. She said that she would prefer that we refer all employees to them to process payroll. She explained the different divisions of Pepsi to me. She is with the bottling group 1100 reynolds blvd. They use their form only for payroll. I updated information on seg listing to reflect the change. She said that Renee Baller is the group benefit manager for their location and would make local decisions for benefits. She also gave me HR contact for Linville road employee hr department.


Description:
Tried calling Dan AGAIN, and he is out of the office until Monday!

I will try again.


Description:
Debra Perkins submitted a census on her employees, which I forwarded to Gene Overby for him to prepare a quote on group health, dental, and disability insurance.


Description:
Received a response from Niki Vogler regarding Allegacy Services. She stated she didn't feel the need to discuss any benefits changes at this time. So I responded telling her about our seminars and lunch & learns. I also mentioned that Long Term Care was a growing topic, and we could offer this benefit on a supplimental basis to interested employees.


Description:
Iliana & I attended initial enrollment
10-12:30 for spanish speaking employees.
It was a 5 new members
Italk to Debbie about Educational Seminar, Shi told me it wil be in January,2007.


Description:
I left a voice mail message for Steve Wheatley.


Description:
Scheduled to attend their annual benefits fair on Tuesday, October 31st from 1:00-3:00. Jennifer Betson will be in attendance.


Description:
Dropped off WFU football tickets for Tracy Ashby to say 'thanks' for her credit union support.


Description:
Scheduled to attend their annual benefits fair on Wednesday, November 8th from 9:00-6:00. Cindy Comer will be in attendance.


Description:
Mailed 2 tickets to the WFU football game to Lori Jostes to show our appreciation for her credit union support.


Description:
Mailed 2 WFU football tickets to Kim Beauchamp to show our appreciation of her credit union support.


Description:
Mailed 2 WFU football tickets to Katie Merrell to show our appreciation for her credit union support.


Description:
CHICAGO - Emailed Bob to inform him we could not get NCUA approval for his company due to his office locations not being near an Allegacy branch. I directed him to share the chooseAllegacy website with his staff for those interested.


Description:
LMTC w/ Linda in regard to an enrollment since in June all the employees were not in attendance.


Description:
LMTC w/ Greg about an enrollment.

Rcvd phone call back, and he said that his employees were OK at this time and he would contact us when he needs our services.


Description:
emailed Celeste about an enrollment in the up coming months.


Description:
LMTC w/ Sarah about an enrollment since she asked me to call back in Oct.


Description:
Emailed Gary about an enrollment in the fall.


Description:
Emailed Bob an introduction letter for him to forward to his employees, in addition to membership applications and association forms. He will have employees complete the forms and then fax/mail back to me.


Description:
GREENSBORO - Emailed Mary Allred requesting a sales meeting to discuss possible affiliation.

Scheduled a sales meeting for Friday, October 20th at 9:00am.


Description:
WINSTON-SALEM - Spoke with Mike Reeves yesterday, and emailed him information on offering our benefits to his employees. I also attached the affiliation paperwork and my contact information.


Description:
Emailed Patience to follow up on scheduling an Allegacy Services sales meeting, since she was unable to attend our Payroll Luncheon.


Description:
Irene has an appt set to visit on October 24th, mailed mbr kits and premiums.


Description:
Irene set an appt for Nov 2nd mailed mbr kits, and premiums.


Description:
WINSTON-SALEM - Left a message for Lynne Mabe to follow up on adding credit union benefits.


Description:
HIGH POINT - Left a voicemail for Dawn Moser to follow up on adding credit union benefits.


Description:
Spoke w/ Debra and she said that there has not been any turnover and she does not see necessary for an enrollment.


Description:
HIGH POINT - Left a voicemail for Rosalyn Pauling regarding possible affiliation with Allegacy. She is already a member and frequently visits the Greensboro financial center.


Description:
WINSTON-SALEM - Spoke with Paige Green about possible affiliation with Allegacy. She was the former HR Director and SEG rep at Partners BC/BS. She is going to take our information to the VP of employee benefits and will follow up with me in a few weeks.


Description:
Mailed 10 new membership kits to Janice Johnson at her request.


Description:
KERNERSVILLE - Spoke with Denise Loflin again regarding affiliation. Several employees inquired about it recently. I emailed her a welcome letter and information on offering our benefits. They do not currently have direct deposit, so I included information on our payroll services as well. Will follow up.


Description:
had enrollment @ 8am, 3 pm, and 11pm.  Here are the results:

Sav - 13
cking - 11
Dir Dep - 11
Pay Ded - 11
HC - 4
AIG -1


Description:
Met with Michael Cartwright to discuss the kiosk project, our prescense on site and also the seminars. Gene Overby is preparing a quote for their long term care insurance coverage.


Description:
GREENSBORO - Met with Mary Allred and discussed possible affiliation. Their corporate office is in Greensboro, with several other locations throughout North Carolina and Texas. They have a total of 1,500 employees. Mary decided she would like to roll this benefit out in November. She will allow us on-site for enrollments.


Description:
GREENSBORO - Left a message for David Cox regarding potential affiliation. I also emailed him our benefits information and paperwork. This company has 30 employees.


Description:
Emailed Lori Jostes to follow up on scheduling an Allegacy Services sales meeting.


Description:
HIGH POINT - Left an additional voicemail for Ros Pauling about possible affiliation.


Description:
Spoke with Rita Curly to reschedule the Allegacy Services meeting and enrollment. She is going to check with her administrator and get back with me on a date and time.


Description:
I called to talk to her about payroll services. Angie said that this payroll is in desperate need of fixing. They have agreed to do payrol by the dpay metod. I have given this information to support services to follow up.


Description:
I called Regina to get more information on the payroll.

We were referred to Bernard Figueroa. He is in New Jersey. He is the new payroll contact. They are now in the process of collecting payroll company informaiton. We overnighted our payroll group info. I asked him to call me wither way and let me know if we were chosen. His contact into has been added to seg manager. His address is 620 Division Street, Elizabeth, NJ 07207


Description:
left message for tracey as a followup to  our payroll lunch and learn to see if we could come out and present information.


Description:
Received a call from Lori Jostes. We scheduled an Allegacy Services sales meeting for Friday, November 17th at 12:00. We will be holding a Lunch & Learn for her staff afterwards.


Description:
I called to discuss the payroll with James

he wants to wait a few months to schedule the payroll meeting. He said he would get with Mr Caputo and call me back.


Description:
emailed to see if she is interested in payroll services.

She emailed back to say that as of right now, they do not want to outsource their payroll option. She thanked us for providing her with the information.


Description:
I called to talk with Bill Sparks. They went with Flexpay about 1 year ago. They are very happy and not interested in changing companies.


Description:
I called to talk to Karen about their payroll processing.


Description:
set up appointment with Jan and Christine for Thursday, November 2nd at 10:30 to discuss payroll.


Description:
Mike emailed me and said he prefers to keep payroll in house. He said if anything changes that he will contact us directly to prepare quote.


Description:
Spoke w/ Linda and she said that she would not mind us coming out, but we needed to call back the week of 11/13.  They are really busy right now.


Description:
Spoke w/ Katie and she said that they have not had turnover may be hiring some new employees in 2007 for us to call back then.


Description:
Kimberly said with this small of an office we would not need to come out at this time.


Description:
Spoke w/ Vanessa and she said that she would check w/ HR rep and give us a call back about hold an enrollment.


Description:
Held enrollment in W/S North Point Blvd, turn LT on Providence.  Advanced Home Care on RT.  

No Interest, a lot already members.


Description:
Called and spoke w/ Melicia and she that their employee benefits are handled by the coporate office and their # is 770-829-3700.


Description:
Spoke w/ Christina and told her I just wanted to check back with her since the last activity stated they have benefit time in late Nov. early Dec.  She said that she does not think that it will ever happen, she said it is so hard to catch up w/ her boss.  She said it is always crazy there and this is just not priorty to the boss and is not sure if it will ever be.  Told Christina to keep in touch w/ Rita and let us know if there is anything we can do to make the process little as possible.


Description:
Scheduled to introduce Gene Overby to Debra Perkins to discuss Group Health insurance options on Tuesday, October 31st at 10:00am.


Description:
Held enrollment on 10/27:

Savings 2
HC 1
PD 2
AIG 3
EQ 1

There was a lot of interest, but they liked the feel that they could go down to the 1st floor and open the account right there.


Description:
Susan called and req packets, UPS'ed 25 packets.


Description:
Left a message for Sheila Edmunds to confirm company's name change to Triumph Actuation.


Description:
HIGH POINT - Spoke with Dawn Moser to follow up on adding benefits. She said she has completed the affiliation paperwork and will be submitting it this week. This company has 1,000 employees.


Description:
I called Larry to check on credit union affiliation. He said that they have about 300 employees and 160 are blind. Dan Boucher is the Ceo and David Horton is the CFO. He said the two of them would make the decision. They already have a relationship at BB&T and Wachovia. Also one of theboard members is the local city executive for 1st Community. They want us to put an atm in their building for theblind employees to use.


Description:
held visit. Saw 15, gave out 10 new memberships, opened 2 new accounts, 1 holiday club account, 3, visas, 3 checking and 2 car loans.


Description:
Met with Debra Perkins and introduced Gene Overby who discussed group Health, Long Term Care, and 403(b) administration. He is going to put together a quote for bundled products such as group health and payroll.


Description:
I called and left a message to meet with her about her benefits and payroll.


Description:
Michelle came out and talked about payroll with Connie.


Description:
Iintroduced myself to Gloria. She is our new contact person at the company. She explained ot me that she cannot do the payroll company because their payroll is tied into their accounting system that bids out jobs. They have so many active bids out that it would disrupt their business to change systems.


Description:
HIGH POINT - Received affiliation paperwork. Company has 842 employees.


Description:
KERNERSVILLE - Emailed Denise Loflin to follow up regarding offering our benefits.

Denise emailed me back asking that I follow up early next week to schedule a sales call. Will mark calendar.


Description:
HIGH POINT - Received an email from Ros Pauling stating that she would like Allegacy to visit on-site. I emailed her back the affiliation paperwork and explained the process on offering our benefits.


Description:
KERNERSVILLE - Left a voicemail for Denise Loflin to schedule an affiliation sales meeting.


Description:
GREENSBORO - Left a voicemail for Kim Roberson to schedule an affilaition sales meeting.


Description:
KERNERSVILLE - Left a voicemail for Richard Kuehn to discuss possible affiliation with Allegacy. This company is formerly owned by EPES Carriers, but has recently been sold and become independent. They have locations in Kernersville, Charlotte, and Wilmington.


Description:
Meeting scheduled to introduce Catherine Peterson to Gale Merritt to discuss Payroll Solution options on Tuesday, November 14th at 9:30am.


Description:
Emailed Patty Guffey to schedule an Allegacy Services sales meeting.


Description:
Emailed Mary Ann to schedule an Allegacy Services sales meeting.

Received a response from Mary Ann stating that she would be happy to discuss new Allegacy Services, but we'll need to schedule it for a few weeks out. She asked that I contact her again in about a month. Will mark calendar.


Description:
Emailed Allison Meadows to schedule an Allegacy Services sales meeting.


Description:
Lori emailed me and requested that I meet with her tomorrow to discuss Allegacy Services. We scheduled for Tuesday, November 14th at 11:00am.


Description:
KERNERSVILLE/GSO - Spoke with Michelle Belcher about possible affiliation with Allegacy. This company is located in Kernersville with a new office in Colfax/Greensboro. They have 175 employees. I am sending her our information packet and will follow up.


Description:
Met with Lori Jostes and discussed new products offered through Allegacy Services. She is going to take our information to the Human Resources Director to see about quotes. Will follow up.


Description:
Visited office; however, due to timing issues we had to reschedule payroll meeting.


Description:
Irene saw 11 people. She gave out 10 new membership apps, open 6 new accounts. 7 payroll deductions, 2 holiday, 2 vacation club acts, 1 cd, 1 visa app.


Description:
Irene held enrollment. Saw two people and gave out 1 new membership packet. Opened checeking, dd, pd and visa.


Description:
Irene held enrollment, saw 35 people, 6 new memberships, 3 payroll deductions, 2 car loans, 1 hc, 1 vc and 1 cd.


Description:
Rescheduled payroll sales meeting for Wednesday, November 22nd at 10:00am.

Dropped off 2 tickets for Gale Marrett to WFU basketball game this Friday.


Description:
Mailed 5 new membership kits at Phyllis Brown's request.


Description:
WINSTON-SALEM - Emailed Paige Green to follow up on the information packet sent. I requested a time to meet to further discuss affiliation. This company has 300 employees.


Description:
WINSTON-SALEM - Received information request via Allegacy website. Belinda mailed packet. I called Melonie to inform her we had sent our information and that I would be following up within 2 weeks.


Description:
Emailed Nancy Bramlett to schedule an Allegacy Services sales meeting.


Description:
Emailed Spencer Fox to schedule an Allegacy Services sales meeting.


Description:
HIGH POINT - Emailed Dawn Moser to inform her Cornerstone was approved at today's board meeting. I also requested an opportunity to put together marketing pieces to help get word out among employee base, and a chance to visit on-site at their locations.


Description:
KERNERSVILLE - Left a voicemail for Denise to schedule an affiliation sales meeting.


Description:
Payroll sales meeting to be rescheduled.


Description:
Received paperwork for Frisby Aerospace's name change to Triumph Actuation Systems, Inc.


Description:
Emailed Barbara Page a request to schedule an Allegacy Services sales meeting.


Description:
email Cynthia about holding an enrollment early of next week.

Emailed address incorrect


Description:
LMTC w/ Cynthia about holding an enrollment.


Description:
MATT: Spoke w/ Laura and rescheduled mtg w/ administrator to 1/8.


Description:
I called and left Larry a voicemail today to followup on our previous conversation. He was supposed to call me back when he talked with the CFO and President but he did not. I asked him for an update and to see if he had an opportunity yet to talk with them .

He called back and said that his group is doing a senior management retreat for the next three days and employee enhancements is one of the topics. He will be bringing up Allegacy as an option. He said he would followup and let me know what comes from this.


Description:
Left vm msg for Judy to confirm company meeting 12/8.


Description:
I talked with Margie Bukowki the Director of Business Development. She is a friend of Ikes. Their office is lcoated directly across the street from our huntersville office. She suggested that I call Kim tommorrow about the possibility of offering allegacy to the employees.


Description:
Called Jim on Nov. 13th and asked him when a good time for us to come out and do an enrollment would be and he said he would call us back.  There were a lot of things going on right now, so he would call us.


Description:
Mailed "Congrats" notes to Audie Simmons, Jeff Collins, & David McDuffie for their new position found in the Bus section of the journal.


Description:
KERNERSVILLE/GSO - Left a voicemail for Michelle Belcher to follow up on the information packet sent.


Description:
GREENSBORO - Followed up with Kim Roberson. I am sending her our information packet today, and she requested that I follow up the sexond week of January to schedule a sales meeting. Will mark calendar.


Description:
Left msg with receptionist for Michael to follow up on packet Belinda mailed.


Description:
I called Kim Brewer today. She told me that they do offer Truliant but due to the fact that we are more convenient she is interested in offering us too. She said it would be the first of the year before they would do this. I told her I would mail her the information today and that I will mark my calender to follow up in january.


Description:
WINSTON-SALEM - Spoke with Melonie about the affiliation process. She has decided to affiliate and will submit the paperwork for the December board meeting.


Description:
KANNAPOLIS - Emailed Shawn Stewart to discuss possible affilaition with Allegacy.


Description:
Emailed Neil Thomas to schedule an Allegacy Services sales meeting.


Description:
Left a voicemail for Tim Rigsby to schedule an Allegacy Services sales meeting.

Received a call back from Tim stating that their corporate office will have to approve any benefits changes. However, he would be happy to schedule a time to discuss our new products further. He asked that I call back in January to get it on the calendar.


Description:
Spoke with John Cantrell and scheduled an Allegacy Services sales meeting for Wednesday, December 6th at 1:30pm.


Description:
LMTC w/ Pat Valentine.  Suggested enrollment, or seminar.


Description:
Went and did a presentation to staff.  They acted very intetested, but had no one to sign up.  Spoke about Auto Buying, and told them we could do a seminar if they wanted to.  

Gave away a remote mini.


Description:
Sherry Lee asked us to come to benefit fairs:

Attended the Clemmons Y and did presentation, had no one sign up but people asked questions.  Gave away remote mini.

Attended Stokes Y and did presentation again, they were not as interested as the others.


Description:
David and I did a lunch & learn.  Mainly focused on Web Services, & Auto buying.  

Took lunch to them from Jason's Deli.


Description:
GREENSBORO/COLFAX - Received a call back from Michelle Belcher. We scheduled a sales meeting for Thursday, December 7th at 9:30am.


Description:
KERNERSVILLE - Emailed Denise Loflin to follow up on scheduling a sales meeting in December.


Description:
Spoke w/ Judy to confirm mtg & work out details.   Our presentation will be 15 min & we have to leave packets because the emp mtg will continue after.


Description:
WINSTON-SALEM - Left a voicemail for Paige Green requesting a sales meeting to further discuss affiliation.


Description:
Spoke w/ Kathleen.  Right now is a bad time of year for them to try to schedule a meeting.  She asked me to contact her in Jan and she will try to convince Mary to meet with me.


Description:
Spoke w/ Patty.  Not interested in making a change right now but will go back & review the comparison & let me know if she is interested in changing and a time frame.


Description:
Tried to leave vm msg but the phone kept ringing busy.  Sent e-m to follow up.


Description:
Pamm is on leave until the first of the year.  I will try back then.


Description:
Spoke w/ Kevin.  Will have a board meeting before Christmas and will present affiliation then.  Asked me to resend affiliation info.  Resent affiliation info, logo, and company name for shirts.


Description:
Gave presentation and held enrollment at Winston Lake YMCA. Signed up: 1 NM, and 1 P/D. Two other individuals are faxing over their completed applications.


Description:
Left a voicemail for Rita Curly to re-schedule an Allegacy Services sales meeting and enrollment.


Description:
Dropped off 2 tickets for Gale to WFU basketball game.


Description:
Emailed Julia to schedule an Allegacy Services sales meeting.


Description:
GREENSBORO/COLFAX - Rescheduled sales meeting for Wednesday, December 13th at 9:30am.


Description:
GREENSBORO - Sent Mary Allred a chocolate gift basket for the holidays.


Description:
Mailed Melissa Adams Wake Basketball tickets.


Description:
Mailed Kimberly Flippen Wake Basketball Tickets.


Description:
Mailed Wake basketball tickets to Scott Poindexter.


Description:
Mailed Wake basketball tickets to Mary Ann Hehl


Description:
Mailed Jessica Maurice Wake basketball tickets


Description:
Mailed Clark Bunting, Wake Basketball Tickets


Description:
Emailed Debbie Walker about scheduling an Allegacy Services sales meeting.


Description:
Going to drop off Remote Control Mini, I will ask her about enrollment.


Description:
Received a response from Debbie stating that she would like to meet with me regarding Allegacy Services in January 2007. Will follow up first of the year.


Description:
they are closing their office in Pittsburg. They have 60 employees at this location. Jennifer, Laura and I are going up to handle the 401k rollovers.


Description:
Emailed Kathy Beckham membership application, direct deposit, and payroll deduction forms at her request.


Description:
This group took over the business of RJR for warehousing. Effective January 1. Carolina International storage will no longer provide the contract for RJR it will be this company. I contacted them to solicit their business.


Description:
Spoke with Janice Vogler about scheduling seminars for 2007. She is interested in Identity Theft and AIG educational lunch & learns. She is going to email me a list of dates available for us to come.


Description:
Met witrh Jim Cantrell and discussed new Allegacy Services. He is interested in talking with Gene Overby regarding his 2008 insurance. He was highly interested in the JBA/disability insurance. I will make referrals for insruance and payroll. (He will consider allowing Allegacy to conduct a Long Term Care seminar as well).


Description:
KERNERSVILLE - Spoke with Richard Kuehn who referred me to Jeanelle Farrington in their Charlotte office. I left Jeanelle a voicemail to discuss possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Spoke with Vann Williford about possible affiliation with Allegacy. I am sending him our information packet today, and will follow up the first of January.


Description:
WINSTON-SALEM - Received affiliation paperwork. I called Melonie Honaker to inform her their paperwork would go to our December board meeting.


Description:
GREENSBORO - Left a voicemail for Ros Pauling to discuss possible affiliation with Allegacy.


Description:
Emailed Kathy Odell about scheduling an Allegacy Services sales meeting.


Description:
Received an email from Dawn Moser requesting that we put together a specialized brochure for her staff. She wants both a hard copy version, and link for her company intranet. I will talk with Belinda/Marketing to get prepared.


Description:
Payroll sales meeting scheduled for Thursday, December 14th at 10:00am.


Description:
Deleted non working email, and added new email address.


Description:
GREENSBORO - Visited office; however, Michelle Belcher had to cancel our sales meeting. We are going to reschedule for January.


Description:
Emailed Dawn an Allegacy introduction article to be placed in their company newsletter.


Description:
WINSTON-SALEM - Scheduled an affiliation sales call for Monday, December 18th at 3:00pm.


Description:
KERNERSVILLE - Mailed Denise Loflin a Christmas card.


Description:
GREENSBORO - Mailed Kim Roberson a Christmas card.


Description:
WINSTON-SALEM - Mailed Paige Green a Christmas card.


Description:
Mailed Melonie Honaker a Christmas card.


Description:
GREENSBORO - Mailed Michelle Belcher a Christmas card.


Description:
WINSTON-SALEM - Mailed Mike Reeves a Christmas card.


Description:
WINSTON-SALEM - Mailed Vann Williford a Christmas card.


Description:
LMTC about holding an enrollment in Jan.

Returned phone call, scheduled appt for 01/10

Held enrollment; 
savings 6
cking 4
dir dep 4
pay ded 5
overdraft 1

Also spoke to Verna about Allegacy Services.  She is not interested at this time.


Description:
Spoke w/ Terri and she said that there is no turnover in her company and so there is no need to hold an enrollment.


Description:
KERNERSVILLE/CHARLOTTE - Received a respone from Janel Farrington. She requested that I mail her our information packet along with a list of our locations in North Carolina. I am mailing this out today and will follow up.


Description:
Received phone call from Carol about a membership drive. Called and left her message.


Description:
WINSTON-SALEM - Met with Mike Reeves and discussed possible affiliation with Allegacy. He will take our materials to Billy Prim for approval. This company has 30 employees.


Description:
emailed Becky about enrollment & seminar.


Description:
I called to see if Jim received his present. I also asked him to please let us do the annoucement to the staff about the benefit at the first of the year.


Description:
updated email address. Received info from Lee Ann Bethel.


Description:
Mailed 50 new membership kits at Carrie Tuttle's request.


Description:
Dropped off 100 packets to Angela on 12/20.


Description:
sent 100 packets UPS'd to Angela Frazier.


Description:
Pat Kight has retired. New contact person is Laura Spain the Benefits Manager. Her phone number and email have been updated.


Description:
12/18 went and held an enrollment.

Mbr 1
pay ded 1


Description:
CHARLOTTE - Spoke with Mike Hall regarding possible affiliation with Allegacy. This company does not offer a credit union benefit and Mike is currently shopping local financial institutions to offer his employees. Company is headquarted in Charlotte with 1,200 local employees, and 300 out-of-state employees. We discussed CU advantages and he was very interested. I am sending him our information packet today and will follow up.


Description:
I contacted Rob Bass about sponsorship. We have a check for $500 to give them for 2007 season and would like to discuss advertising opportunities.


Description:
I contacted Bill Hyland about 2007 sponsorship. We have a check for them for $500 to promote Allegacy and we would like to discuss our options.


Description:
I emailed Thomas to discuss sponsorship opportunties. I have a check for sponsorship for $500.


Description:
meeting with Thomas Finlay, the executive director of North meck soccer on Friday, January 5th at 10:00.


Description:
E-m'd Debra about sponsorship opportunities.


Description:
Mailed Melonie 15 new membership kits at her request.


Description:
E-m'd Eddie about sponsorship.  Scheduled mtg.


Description:
GREENSBORO - Spoke with Michelle Belcher to reschedule our affiliation sales meeting. She is going to look at her calendar and call back next week to set a time.


Description:
Left a voicemail for Rita Curly to schedule an Allegacy Services sales meeting and enrollment for her employees.


Description:
Spoke with Scott about scheduling an enrollment. He informed me the new business missed their opening date and have post-poned new operations until later in the year. He will keep me updated and said he would like to have Allegacy come in as soon as everything is up and running.


Description:
Spoke w/ receptionist and Donna Poole is no longer w/ the compnay and they do not have a replacement at this time.  Call back in a few months.


Description:
Called and spoke w/ Shannon about scheduling an enrollment, and she said that there meeting for Jan was slam packed.  She told me to call February 2nd about schduling for Feb.


Description:
Scheduled enrollment for Jan 17th @ 11:30-12:30

Held enrollment, 
Sav 1
Cking 1
Dir Dep 1
Pay Ded 1


Description:
Scheduled an enrollment for Friday, March 2nd from 10:45-12:00.


Description:
Spoke w/ Michael.  Checked w/ supervisor and is not interested in offering us.  Doesn't think employees will take advantage.  Offered to e-mail a survey for employees.  Michael agreed to run it by supervisor and will contact us if he changes his mind.  I e-mailed survey.


Description:
Tried to follow up w/ Kim per Belinda.  Got voice mail.  Didn't leave msg.  Will try again tomorrow.


Description:
Spoke w/ Bob.  Currently involved w/ a merger.  Merging company will make decision on whether or not they will allow them to offer us.  Hopes merger will be completed by April or May.


Description:
LMTC w/ Carol Ann, Robert Atkinson no longer works for the company.


Description:
E-m'd Tom to see if he is available to  meet w/ me and Belinda.


Description:
LMTC about holding an enrollment, for first quarter.


Description:
Spoke with Kim about scheduling an enrollment. She said Sam Rogers was still uipset about Allegacy Realty, and was not sure he will allow future enrollments. She will check with him and call me back with his response.


Description:
Left vm msg for Terry to discuss how to promote credit union to membership.


Description:
Scheduled enrollment for February 20th & 21st from 6:00-7:30 pm.


Description:
Sent email about scheduling an enrollment.


Description:
CHARLOTTE - Spoke with Janel Farrington and followed up on the information packet. She is still reviewing and asked that I call back in 1 week to discuss further. Will mark calendar.


Description:
Spoke with Judy about scheduling a presentation and enrollment for her staff. She said she will call me back early next week with a date. She expects to get us in by February.


Description:
Emailed Mary Ann to follow up with scheduling an Allegacy Services sales meeting.

Scheduled an Allegacy Services sales meeting for February 7th @ 2:30pm.


Description:
Emailed Debbie Walker to follow up on scheduling an Allegacy Services sales meeting.

Received a response stating that she would like me to follow up in mid-February to schedule meeting. She is out of the office for most of January due to a family member's illness.


Description:
Left vm msg for Kim to follow up on info Belinda sent.


Description:
E-m'd school to see who I need to contact about sponsoring the booster club.  Ashley Kelly replied to my e-mail.


Description:
E-m'd Blanche about sponsorship opportunities.


Description:
Helena is no longer w/ the company.  Left vm msg for Eve to introduce myself and schedule initial enrollment.


Description:
Left vm msg to schedule initial enrollment.


Description:
E-m'd Carin to schedule sign up for the warehouse employees.


Description:
Spoke w/ Kathlene.  Hasn't talked w/ Mary yet but promises to do so next week.  Believes partnering is a good idea and feels Mary will agree when she has had a chance to present the benefits.


Description:
E-m'd Patty to see if she has made a decision on whether or not they would like to offer us in addition to Dixsea CU.


Description:
Tried to contact Krissy.  Got vm.  Didn't leave msg.  Will try again next week.


Description:
E-m'd Pamm to find out if she shared our info w/ her HR Director.


Description:
Spoke w/ Terry about promoting Allegacy to their membership.  She suggested mtg to brainstorm ideas.  She would also like to share sponsor opportunities.  Scheduled mtg.


Description:
Sent email to Linda about an enrollment.


Description:
LMTC w/ assistant, and also on his voice mail.  To schedule an enrollment for the first quarter.

Called again 01/11, LMTC again.

Tried calling and rcvd vmail again, so I tried emailing him about Wake tickets.  01/12


Description:
LMTC w/ Laura wanting to introduce myself and the CU.


Description:
Spoke with Christy Harrison about scheduling an enrollment. She would like for us to visit in February and asked that I call back the first of the month to get on calendar.


Description:
Scheduled an enrollment for Thursday, February 8th from 1:00-3:00pm.


Description:
Called to reach Danita Needham to schedule an enrollment. She is currently on maternity leave, but will be back by late January. The receptionist asked that I follow back up then.


Description:
LMTC about scheduling an enrollment

Kathy returned my call and we scheduled an enrollment on Jan 29th @ 7:00am


Description:
WINSTON-SALEM - Left a voicemail for Vann Williford to follow up on the information packet sent for new sales.


Description:
LMTC w/ Susan about scheduling and enrollment for Jan/Feb


Rcvd a call back from Susan, and she said that right now is not a good time for her to schdule an enrollment.  She would contact us back in a couple of months.


Description:
Spoke w/ Lisa and she said that she would check to see what type of interest there is and call us back.


Description:
Spoke w/ Sarah and scheduled an enrollment for Jan 18th @ noon.  Take a cookie tray.

Sarah called and rescheduled, until 01-23.


Description:
Left vm msg for Sharon.  Received vm msg from Sharon letting me know all decisions are made out of Naples, Fl.  She suggested I contact Mark Applebom, CFO at 239-659-4632.


Description:
CHARLOTTE - Received an email fron Janel stating that she was currently happy with their relationship with Members Credit Union and did not see a need to add us as well. I emailed back stating the two CUs can co-exist as a benefit offering her employees a choice, especially since we have more convenient locations to their offices.


Description:
Rob Spaugh emailed me wanting to obtain a business line of credit. I had Hil Cassell call him to discuss further. I also mentioned our new Allegacy Services products and asked if he would like to receive a quote for his law practice.


Description:
WINSTON-SALEM - Emailed Paige Green to follow up on adding credit union benefits.


Description:
GREENSBORO - Emailed Mary Allred to follow up on adding credit union benefits.


Description:
Galina and I met w/ Terry & Julie to discuss promoting Allegacy to group.  We are going to do a generic 1/4 pg ad in their newsletter and then attend their mtg 2/13 at 7:15.  They need the ad by 1/15 to get it in January's newsletter.  E-m'd Deb to request ad.


Description:
Rec'd reply from Eric letting me know that Deborah Ramsey is the person who handles benefits & payroll. E-m'd Deborah.


Description:
Spoke with Tony Snider about scheduling an enrollment for first quarter 2007. His main concern is finding a time when his employees can step away from their work. He will talk with management and call me back to see if an enrollment is possible. Will mark calendar to follow up.


Description:
Left a voicemail for Evette Scales to schedule an enrollment and discuss Allegacy Services. Clinton Daily is no longer with the company.

Received a call back from Evette Scales. She was very friendly and asked that I confirm with Ken Boyles, their CFO, that Allegacy could visit. I left Ken a voicemail.


Description:
GREENSBORO - Emailed Kim to schedule an affiliation sales meeting.


Description:
Julie e-m'd me to see if we could put an ad in our communications for them in exchange for the ad they are doing for us.  I replied that our communications are only for promoting our products and services but that we would be happy to put a link on our website.  She mentioned that they usually charge to put ads in their newsletter but was hoping they could trade instead.


Description:
E-m'd Ashley and cc'd Julie to let her know that Julie is interested in hanging artwork at Hvl FC.


Description:
1/5 Belinda and I met w/ Eddie to discuss sponsorship opportunities.  Gave check for $375.

1/16 Spoke w/ Jenny Holden.  She asked me to forward artwork for the banner to their printers, Scott or Steve.  Print shop e-m: info@acbanners.com.  E-m'd Deb to get artwork.


Description:
1/5 Belinda and I met w/ Thomas to discuss sponsorship opportunities. Mtg notes under notes section of seg mgr.  We decided to participate in Casino Night.  Gave check for $500.


Description:
E-m'd Mike again to discuss sponsorship opportunities.


Description:
E-mailed Deidra Lumpkins to discuss offering Allegacy.


Description:
This company is further than 25 miles from any of our locations.


Description:
This company is more than 25 miles from any of our locations.


Description:
Spoke w/ Tom.  In the middle of computer problems and asked me to check back next week.


Description:
E-m'd Tom to follow up on owner's decision.


Description:
Tried to contact Derenda to find out if HOA has been formed yet.  I got company vm.  Didn't leave msg.  Will try again later.


Description:
Spoke w/ Terry who is going to check w/ the president to see if they are interested in offering us and give me a call back next week or so.


Description:
Jennifer and I had lunch with Melanie. She is new in her position. We shared with her information regarding how Allegacy is doing. I asked her about banks participaing in all the events. In addition, we are going to offer educational seminars for the employees in July and then also participate in benefit fairs.


Description:
Called Jim and LMTC; in message I stated that since he was extremely busy let me know of someone I could contact in HR.  I said we did not mind working with the HR rep, we just needed a name.

LMTC w/ HR rep. 1/24


Description:
Rec'd vm msg from Julie updating me on her mtg w/ Ashley.  Asked me what our link to their website would be like and if they could have a similar arrangement as Hvl for the artists in W-S.  She thinks that since they can hang brochures next to the artwork in Hvl that the two venues will satisfy the president's concerns about us putting an ad in their newsletter & coming to one of their mtgs.


Description:
Talked w/ John Williams.  There are openings for May, September, October, November, & December in our gallery.  He said the group could hang art for about 30 days once a year. E-m'd Julie to let her know about the website link not being an option but the potential for hanging art in our W-S gallery.


Description:
Shelly called and req 50 mbrship kits to be mailed.  Sent the packets UPS


Description:
Tried to contact Mike again. Got vm msg.  Didn't leave msg. Will try again next week.


Description:
Scheduled an enrollment for Thursday, February 8th from 1:45-3:30pm. I will be meeting with Rita Curly afterwards to discuss Allegacy Services.


Description:
E-m'd Tucker to try to schedule the lunch and learn.


Description:
E-m'd Eve to schedule mtg to introduce myself & Galina.


Description:
E-m'd save the date for seg luncheon.  Rec'd reply that she will not be attending SEG luncheon.


Description:
E-m'd save the date for SEG luncheon.  Rec'd reply to e-mail requesting initial enrollment.  Due to technician training and visitors have not been able to squeeze us in.  Hopes to soon.


Description:
Rec'd reply to save the date e-mail.  Charlie has a new assistant, Kim Eicher (pronounced eye
kerr).  I e-m'd to see if we can schedule the lunch and learn.  We talked about scheduling it and then promoting it to see if we could get more interest before I went out on maternity leave.  She didn't have the 10 employee minimum.


Description:
Found phone number of other locations off website.  Spoke w/ Lisa.  Only have locations in Canada.


Description:
Left vm msg for Rob following up on e-mail.


Description:
KERNERSVILLE - Left a voicemail for Johnny Plemmons to discuss possible affiliation with Allegacy.


Description:
GREENSBORO - Left an additional voicemail for Michelle Belcher to reschedule our affiliation sales meeting.


Description:
WINSTON-SALEM - Left an additional voicemail for Vann to follow up on scheduling affiliation sales meeting.


Description:
E-m'd pwork for membership & employees.  Answered questions regarding bus accts.  Asked for meeting about payroll.


Description:
Spoke w/ Sue Engel to see if policy has changed w/in the last year.  Also mentioned special cd rate we are offering.  Suggested I leave msg for new HR Mgr of Hvl location.  Left vm msg Lacy.


Description:
Spoke w/ Vince again since it has been a couple years since I contacted him.  He is still not interested in offering us.


Description:
It has been 9 months since Cindy said they weren't interested.  Left vm msg for Cindy to see if she would be willing to talk w/ me about the benefits.  Also mentioned the special cd rate.


Description:
Left a voicemail for Danita to schedule an enrollment for 1st quarter 2007.


Description:
Left a voicemail for Melissa to schedule an enrollment for 1st quarter 2007. Melissa replaced Sandra Riggs as the new administrator.


Description:
Scheduled an Allegacy Services sales meeting for Tuesday, February 6th at 2:00pm.


Description:
Spoke with Travis Hargett about Allegacy Services products. He is not currently interested in reviewing at this time.


Description:
CHARLOTTE - Left an additional voicemail for Cindy Tilley regarding possible affiliation with Allegacy.


Description:
HUNTERSVILLE - Left a voicemail for Kerry Mosher regarding possible affiliation with Allegacy.


Description:
HUNTERSVILLE - Left a voicemail for Bob Paschka regarding possible affiliation with Allegacy.


Description:
E-m'd save the date for luncheon. Rec'd e-mail from Charlie w/ new assistant's info.  E-m'd Charlie to schedule lunch & learn.  Charlie requested How To Purchase A Car seminar and asked that we do them in between shift changes because they go to lunch at all different times.


Description:
E-m'd Charlie to find out if she would still like the lunch and learn at 2:30p & 3p and which day of the week she thinks will work best.


Description:
Rec'd vm msg from Rob.  Left vm msg for Rob to talk about meeting to give him our sponsorship check & pick up pwork for affiliation.


Description:
Spoke w/ Matt.  They only have 14 employees.  Explained that the employees could join through one of our associations, if he had anyone interested.


Description:
Held enrollment:
Sav 3
Cking 2
Dir Dep 4
PD 1
HC 1

While I was there I went over Allegacy Services.  She is interested in Payroll Solutions.  Referred to Jan.  

She said she was happy w/ all of the other services at this time.


Description:
It's been over 2 years since Gwen declined my offer to affiliate.  E-m'd Gwen to see if anything has changed since then and if she would like to offer us in addition to Coastal.  Also mentioned our special Hvl cd promotion.


Description:
Spoke w/ Marlene.  In the middle of end of year, end of month, and 1st quarter taxes.  Asked me to contact her at the end of Feb to set up a mtg to discuss offering Allegacy.


Description:
I looked up this company's website.  There is no location in Huntersville.


Description:
Rec'd registration form for Health Fair.  Completed & mailed registration form.


Description:
Scheduled an appt on Feb 6th @ 9:00.

Held enrollment, there was no traffic.  I spoke w/ 1 person and it was the SEG rep.


Description:
Charlie replied that 2:30p & 3p will work great. We also will need to consider 3rd shift if they have any interest.  She suggested doing it on Tuesday or Wednesday.  Waiting to hear back from Connie who is checking w/ Ken to see if she can come do the seminar.


Description:
Rec'd e-mail requesting we come to their employee meeting 1/31.  Replied to let Deborah know Galina will attend.


Description:
E-m'd Dexter since it has been 2 years since I approached him about affiliating to see if he is interested in offering us in addition to Coastal.


Description:
KANNAPOLIS - Received a call from Clyde Higgs' secretary and scheduled a phone appointment for Monday, February 5th at 2:00pm to discuss offering benefits to incoming companies at the biotech park.


Description:
LMTC w/ Linda about scheduling an enrollment for Feb. 2007


Description:
LMTC to schedule an enrollment and introduce myself.

Scheduled appt for 2-20 @11-1pm


Description:
I talked with Kay about holding educational seminars for the employees in the factory. I am waiting to hear back from her on the number of attendees. They also wanted atm. I told them there are not enough employees to justify atm.


Description:
Mailed Dawn 200 copies of "Allegacy @ Cornerstone" flyers to distribute to new hires. As an update, company now has 1,000 employees.


Description:
Left an additional voicemail for Ken Boyles to schedule an enrollment for 1st quarter 2007.


Description:
Followed up with Tony about scheduling an enrollment. He still has concerns about taking employees away from their work. If an opportunity for Allegacy comes up, he will let me know.


Description:
Left a voicemail for Sonjia Kurosky to schedule an Allegacy Services sales meeting.


Description:
WINSTON-SALEM - Left an additional voicemail for Paige Green to schedule an affiliation sales meeting.


Description:
The e-mail to Dexter was returned.  I called to get a new contact.  I e-mailed Denise to offer affiliation.


Description:
Left vm msg for Rob to try to schedule mtg to give him check & pick up pwork.


Description:
Spoke w/ Jessie.  Their policy is to only introduce one new benefit per year and they have already done one for this year. She told me I could contact her in August about adding us for 2008.


Description:
E-m'd Heidi to see if their situation has changed and they would like to offer us in addition to their corporate credit union.  Heidi replied that things have not changed but thanked me for checking with her.


Description:
Spoke with Joanne Carter about scheduling an enrollment. She would like to hold one in late February or early March. They are moving their offices to a temporary location, before relocating downtown. Joanne will call me back in the next 2-3 weeks to schedule.


Description:
Spoke with Pragna Shah about scheduling an Allegacy Services sales meeting. They just renewed all benefits for 2007 and do not currently have interest in reviewing our products. Since they prepare payroll in-house, I did suggest we talk more about Allegacy Payroll Solutions and receiving a quote.


Description:
Left a voicemail for Pam McClam to schedule an enrollment for 1st quarter 2007.


Description:
Rec'd reply that they recently offered same cd promotion from Coastal.  Not interested in adding us.


Description:
Left a voicemail for Gay to schedule an Allegacy Services sales meeting. I also requested a time for an on-site enrollment.


Description:
E-m'd Charlie to find out if she had any ideas of how we could entice the employees to come to the seminar.  Also, e-m'd Connie details.


Description:
E-m'd Mike to see if the community has taken over the HOA so I can contact them about offering us.  The president of Bryan properties, Skybrook's developer, said no two years ago on behalf of the community.


Description:
It's been 9 months since they said they were not interested.  E-m'd to see if anything has changed and let them know of the Hvl CD special.


Description:
E-m'd Shelly to see if she is available to meet to talk about the benefits of offering us.


Description:
Researched company's website. E-m'd president about offering us.


Description:
Champion Sports Group has been acquired by Wasserman Media.


Description:
Held enrollment this morning, and there were about 6 ppl that I saw.  Which 4 were already mbrs, and I gave 2 ppl mbrship kits.


Description:
Mark Banish, president, replied that he is interested in meeting w/ me.  Asked if I would meet w/ his assistant initially.  I replied to get assistant's contact info to set up mtg.


Description:
Emailed Chuck Edwards requesting to schedule an Allegacy Services sales meeting.

Received a response from Chuck stating that he would like to meet, however, March would be a better time. Will mark calendar to follow up at the end of next month.


Description:
Emailed Leroy Everhart requesting to schedule an Allegacy Services sales meeting.


Description:
Emailed Tera Johnson requesting to schedule an Allegacy Services sales meeting.

Received a response from Tara stating that Angela Frazier from Luwa makes all corporate benefits decisions.


Description:
Emailed Julia Foltz requesting to schedule an Allegacy Services sales meeting.


Description:
Emailed Richard Brodeur requesting to schedule an allegacy Services sales meeting.


Description:
Emailed Craig Murray and requested to schedule an Allegacy Services sales meeting.

Received a response from Craig stating that he will review our new services at year end 2007. He said to contact Matt Alspaugh around 4th quarter. Will make note.


Description:
Emailed Sandra Ackley requesting to schedule an Allegacy Services sales meeting.


Description:
I Left Mark a message to see if he would beta test our new payday checking promotion idea for his employees.


Description:
GREENSBORO - Emailed Mary to schedule picking up affiliation paperwork.


Description:
GREENSBORO - Scheduled an affiliation sales meeting for Wednesday, March 14th @ 10:00am.


Description:
ARCHDALE - Company has a sign beside Thorndike branch in Greensboro; however, this is not going to be a new location for the company. Company's HQ is located more than 25 miles from branch. Will mark as lost.


Description:
Scheduled an Allegacy Services sales meeting for Thursday, February 22nd @ 2:00pm.


Description:
LMTC w/ Judy Edwards who is the person over benefits at Pike.  Trying to get something on the calendar for first quarter.


Description:
GREENSBORO - Left a voicemail for Barbara Fitzpatrick to discuss revisiting offering credit union benefits.


Description:
Emailed Christy Harrison to schedule an enrollment for 1st quarter 2007.


Description:
WINSTON-SALEM - Left a voicemail for Sue Southard to discuss possible affiliation with Allegacy, and to introduce Allegacy Services.


Description:
KING - Spoke with Jen Patten about possible affiliation with Allegacy. I am mailing her our information packet today and will follow up.


Description:
E-m came back undeliverable.  Verified e-m address & resent.


Description:
Set up mtg w/ Yasemin Tanrikulu for tomorrow.


Description:
Spoke w/ Shara Lee and she said an enrollment would not work due to all the employees are spread out over 5 states.  She said we could do a blurb in the news letter.


Description:
E-m'd Rob to see if we can meet to exchange sponsorship check & affiliation pwork.


Description:
COLFAX - Left a voicemail for Jody Link to discuss possible affiliation with Allegacy.


Description:
CHARLOTTE - Left a voicemail for Bridgette Thomas regarding possible affiliation with Allegacy.


Description:
Spoke with Pam McCoy about scheduling an Allegacy Services sales meeting. She is interested in meeting in February, and asked that I call back next week to schedule.


Description:
GREENSBORO - Spoke with Debbie Holstein regarding possible affiliation. I am sending her our information packet today and will follow up.


Description:
Sales visit to discuss afilliation with Allegacy. He also owns Sharp Stone Supply. They are interested in our payroll service.


Description:
Mailed Taget $15.00 G/C for rewards program.


Description:
Mailed Target G/C for $25.00 for presentation


Description:
E-m'd Thomas to try to get him to offer us to his staff.  Included request letter in e-m.


Description:
Charlie replied letting me know she thought a gift card to Target would help entice her employees to come to the seminars.


Description:
E-m'd Charlie to get info about the Hvl Bus Park HR group for Yasemine w/ Kontane Logistics.  Charlie replied letting me know Yasemine can contact her.  Forwarded Charlie's info to Yasemine.


Description:
E-mailed Yasemin Charlie with Siegling's contact info for info on Hvl Bus Park HR Group


Description:
Met with Yasemin.  Going to talk with CEO and employees about offering us.  Asked me to follow up next week.  Talked with her about Allegacy Business Services.  May be interested in meeting for gathering information.  All decisions made by parent company in Hickory.


Description:
WINSTON-SALEM - Mailed sales information packet and payroll brochure to Sue southard.


Description:
HUNTERSVILLE - Spoke with Steve Lambert about possible affiliation. He said any affiliations or partnerships typically go through their corporate office in Illinois, however, he would like to view our materials to see if this is something he would push through corporate. I am sending him our information packet today and will follow up.


Description:
WINSTON-SALEM - Left a voicemail for Tracy Glenn regarding possible affiliation with Allegacy. This company was recently purchased by RJR.


Description:
He was referred to JBA Benefits by Anita Crawford. Julie is going to contact him.


Description:
Rec'd reply to my e-mail to schedule mtg next week.  E-m'd to work out details for mtg.


Description:
E-m'd Julie to make sure president is happy with our offer of gallery space and to find out which business accounts they currently use.


Description:
LMTC w/ Shannon to schedule an enrollment.


Description:
LMTC w/ Rose about an enrollment

Rcvd phone call from Pam Reynolds who Rose told to call me and she is going to look at the calendar and call back w/ an available date for March for early morning.


Description:
Scheduled enrollments for Wilmington plant:

March 15th, 
6-8 am
2-4 pm
10-12am

5 savings
1 Cking
4 PD
1 Dir Dep
1 HC
1 OD


Description:
Spoke w. new SEG rep, Rebecca Ciso.  Scheduled an enrollment for Feb 6th.

There was not much traffic.  I gave Rebecca some mbrship kits, pens and business cards.


Description:
Yasemin replied to thank me for Charlie's info and let me know that she is talking w/ the employees and hopes to have a decision for me next week.


Description:
KANNAPOLIS - Spoke with Clyde Higgs during our phone appointment about doing business with incoming biotech companies. He will be our key contact, and will update me as potential companies look to relocate to the park. He will consider partnering with Allegacy to help attract new business to the area.


Description:
Called and spoke w/ Kathy about her interest of seminars from back in Aug,  she told me to send her the list of seminars and she would call and discuss different options.


Description:
I called to Gerry and he is out of the office until 2/19/07.


Description:
GREENSBORO - Emailed Wendell Wagner regarding possible affiliation with Allegacy.


Description:
Met with Todd Nichols and discussed new Allegacy Services. He is interested in AIG seminars on retirement planning, and LTC on an individual basis. He currently does payroll in-house, so I will refer this company to Catherine in Allegacy Payroll.


Description:
Spoke w/ receptionist and she said that Todd no longer works there.  Also the lady that I need to talk to is out of the office today, she took my name and will call me back.


Description:
Spoke w/ Cindy and she said that she is not interested in presentations.  She said that I could send some packets to her attention.


Description:
LMTC w/ Kathy about an enrollment.

Rcvd a phone call from admin assistant about enrollment.  She is going to ck on dates and get back w/ me.

Scheduled appt w/ Gaye for 2-22 @ 11:30

2 sav
1 cking
1 dir dep
1 HC


Description:
Spoke with Lee Ann Bethel about Allegacy Payroll Solutions. She is interested in changing over from Paychex. We scheduled a meeting for Tuesday, February 20th at 11:00am.


Description:
Met with Mary Ann Hehl regarding new Allegacy Services. She is interested in allowing her employees the option of individually purchasing Long Term Care insurance. She stated that we could come on-site and hold a LTC enrollment. Will schedule with Gene Overby.

Mailed 20 new membership kits.


Description:
Spoke w/ Nancy, and she said that she would check w/ Mr. Perry and she would call us back in regard to an enrollment.


Description:
WINSTON-SALEM - Spoke with Ronnie Mathis regarding possible affiliation. As a current member, he is interested in offering this to his staff. They have 100 employees. I am emailing him the affiliation paperwork today.


Description:
Received revised ad from Molly. Forwarded to Julie for approval.  Julie replied. Forwarded Julie's request to Molly.


Description:
E-m'd Jackie to get Tracy's home address so I can send flowers.  Jackie replied Tracy is out because her mother passed away last week & gave me her address. Tracy's address is 4724 Asherton Place, Concord, NC 28027.


Description:
HVL: Rec'd e-m from Peggy asking for electronic version of Hvl CD special flyer.  E-m'd Deb to get one.


Description:
Dropped off Hvl CD flyer w/ Todd.  Everything is going well w/ his account. Wants me to e-m list of seminars.  Will try to schedule one at a time when the truck drivers 	are in town.


Description:
Tried to drop off cd flyer but Terry didn't answer his phone from the lobby phone.  Will try again later.


Description:
Felicia wasn't there. Dropped off cd flyers.  Will e-m her to follow up.


Description:
Dropped off cd flyers w/ Charlie.  Everything is going well.  She is looking forward to seeing how much participation they get at the seminars.


Description:
Dropped off cd flyers w/ Jackie.  Tracy is out on emergency medical leave.


Description:
HVL: Dropped off flyers w/ Peggy.  She can't attend lucheon because of personal committments.  Will see if anyone else is interested in attending on their behalf.  Mentioned 	seeing an increase in payroll forms so believes the word is spreading.  Also, mentioned seeing more people using the automated machines.


Description:
Rec'd e-m w/ picture of dedication plate.  Forwarded to Deb to find out what she would like on it.


Description:
E-m'd & spk on phone to try to set up mtg but due to his schedule decided to mail check & pwork.  E-m'd that he mailed pwork. Replied that I mailed check.


Description:
Rec'd call from Connie that Lloyd will be doing the Siegling Seminars.


Description:
Rec'd e-m from Charlie that they only had 3 people interested in seminar on 3rd shift.


Description:
WINSTON-SALEM - Met Ronnie Mathis and picked up affiliation paperwork. This company has approximately 100 employees. We are going to schedule an initital enrollment and presentation for the end of February.


Description:
Held enrollment with the following results: 3 NM, 3 CHK, 3 P/D, and 2 Children Accounts.


Description:
Called corporate.  Spk w/ Jennifer Crocker who is going to talk w/ Shanon Sanderson.  Jennifer asked me to e-mail her info at jcrocker@beazer.com.  E-m'd info.


Description:
Tried to contact Tracey.  Got vm again. Didn't leave msg; e-m'd instead.


Description:
Went to enrollment.  
2 savings
2 HC
6 PD
1 IRA
1 AIG
1 mort
1 equity


Description:
Got vm.  Didn't leave msg this time; e-m'd instead.


Description:
Deborah is no longer w/ company.  They have terminated local HR position.  Left vm msg for David Pirizi (?), payroll.


Description:
Tried to contact Andy again but got his fax machine again.  Looked up web site. Got presidents info.  E-m:d president


Description:
Tried to contact Shannon.  Got vm. Didn't leave msg; e-m'd instead.


Description:
Spk w/ Michelle who told me I would need to contact HR director, Sarah Hemmings in Asheville, 828-254-2254.  They have 26 locations.


Description:
Got Juanita's vm.  On vacation until the 12th. Tried to get e-m address but person who answered didn't know it.  Will try again later.


Description:
Tried to call Dawn but she was out of the office.  E-m'd her.


Description:
Tried to contact Chris.  She was out of the office.  Receptionist didn't know her e-m address.


Description:
E-m'd Felicia to follow up on cd flyers.


Description:
2/9/07 E-m'd Jim to see if he is interested in offering us. 

2/12/07 Jim replied that they currently offer Carolina Cooperative.  I suggested he offer us in addition.


Description:
Felicia replied letting me know everything is going well w/ the cu & asking me what she needs to do to take advantage of cd promotion.  Replied w/ instructions.


Description:
MAIN: Attended orientation.  Signed up 2 new members, 1 holiday, 1 vacation, & 2 payroll deductions.

HVL: Replied to Peggy that I am waiting for an electronic version of the CD promotion from marketing and will forward it as soon as I get it.


Description:
Yasemin replied that there was employee interest.  Asked me to come do an employee mtg to explain the benefits in more detail.  Suggested we complete paperwork first and then schedule mtg for after approval so employees will be eligible.


Description:
E-m'd Charlie a suggestion about 3rd shift and to let her know that I am waiting for the poster from Marketing and will forward it as soon as I receive it.


Description:
e-m'd Alan to let him know I have forwarded the bench picture to marketing and as soon as I get the verbiage for the plate I will let him know.  Also, told him I 	haven't received request letter yet and asked if he didn't mind printing it out again so I could pick it up.


Description:
Deb talked w/ Ashley and the financial center is going to give me 25 water bottles for HYAA to throw out to the crowd at their all star game.


Description:
Rec'd e-m from Charlie letting me know she thinks my suggestion for 3rd shift is a good one.  Also asked that we have the flyer by tomorrow or Thursday or reschedule.  	Wants to make sure the employees know enough in advance.  I believe Deb put it on Molly's schedule for tomorrow but just in case e-m'd Molly to make sure she can have the flyer 	made in time.  Told her I would reschedule if she isn't able to do it and asked for a template so I can make changes in the future.  Responded to Charlie to let her know that I believe 	we will have it in time but I will let her know, if anything changes.  I am going to have a drawing at each seminar for $25 gift card to Target to try to entice the employees since they are 	coming on their own time and I want it to be successful.


Description:
DR: Elizabeth Pediatrics:  Visited employees.  No one came to see me.  Office mgr asked if they were required by Novant to allow us to come on site even if 	she knew there was no interest.  Said Galina indicated that Novant required that they do so.  Clarified and apologized.  Left materials.  Will contact me, if anyone is interested in the 	future.


Description:
Janet & Sherri attended today's LTC Lunch & Learn.


Description:
contacted shara lee about meeting on allegacy services.


Description:
called dennis to meet on allegacy services; meeting march 1st.


Description:
I called and asked for office manager. They just hired Tammy this week. She asked me to give her a couple of weeks to get acclimated to her new position and call her back.


Description:
Called kim to discuss Insurance services; meeting march 1st


Description:
contacted Gay to talk about allegacy services programs


Description:
I tried to contact Donna again about allegacy services.


Description:
HVL: Rec'd call from Leesa explaining why I can't forward the electronic version of the cd flyer.  She offered to e-m it directly.  I e-m'd her contact info.


Description:
Rec'd e-m from Julie working out details for presentation at March meeting.


Description:
e-m'd poster.  Hoping not too late to keep scheduled date.  Will find out tomorrow.


Description:
Alan replied to my e-m to let me know the request letter got returned because of the wrong zip code.  He tried to mail it to you.  I e-m'd him the Hvl FC 	address so that he could send it again.


Description:
Visited.  Signed up 5 new members + 1 who didn't have 	time to complete the app & is going to mail it to Belinda's attention to make sure there isn't any confusion about eligibility.  They are in our underserved area.


Description:
Dropped off cd flyer to plant & office locations.


Description:
Left flyer in lobby & left vm msg to let Larry know it was there.  Will e-m to follow up.


Description:
Left flyer w/ an employee.  Publisher wasn't there.  Will e-m him to follow up.


Description:
GREENSBORO - Received a call from Wendy Oliver requesting information on affiliation and asking for Allegacy to be a vendor at their annual benefits fair in March. I called Wendy back and left her a voicemail.


Description:
Introduced Catherine Peterson to Lee Ann Bethel and discussed Allegacy Payroll Solutions. They are currently with Paychex and are very interested in switching to Allegacy. Catherine scheduled an additional meeting for March 5th to present a formal proposal of services.


Description:
Stopped by and introduced Catherine Peterson to their new finance director Lisa Richardson. Catherine will follow up with Lisa to continue discussing Allegacy Payroll Solutions.


Description:
Spoke with Ronnie Mathis and informed him his company was approved by our board of directors today. We scheduled an initial enrollment for Monday, February 26th at 3:30pm. Enrollment will include a presentation to staff.

We also discussed adding students and alumni to our field of membership. Ronnie is fine with doing this and will submit the additional paperwork.


Description:
held enrollment for Womble. Sae about 12 people. Opened up 6 new checking accounts, 5 new members and answered questions about mortgages.


Description:
GREENSBORO - Spoke with Wendy Oliver about possible affiliation with Allegacy. I am emailing her the paperwork today. She is interested in Allegacy attending their annual benefits fair on Thursday, March 1st from 11:30-1:30 and 2nd shift from 6:00-7:30.


Description:
Left Rhonda Hiatt a voicemail to reschedule February 21st evening enrollment.

Rhonda called back and we are working on scheduling an enrollment time for late March.

Scheduled another appt on 03/27


Description:
Left a voicemail for Ronnie Mathis to reschedule our February 26th enrollment.

Received a call back from Ronnie. He would prefer not to reschedule since this is their benefits day. Rita Chheda will attend.


Description:
WINSTON-SALEM - Left a voicemail for Joe Brewster regarding possible affiliation with Allegacy.


Description:
KING - Followed up with Jen Patten on the information packet sent. She is not currently interested in offering our benefits to employees because there is not a close enough branch location. (She commented most employees live closer to Mt. Airy). Will mark as lost.


Description:
GREENSBORO - Wendy Oliver called to inform me they have rescheduled their benefits fair for April. She will go ahead and complete affiliation paperwork in the mean time. This company has 1,000 employees.


Description:
Met with Richard Brodeur and discussed new Allegacy Services. Since scheduling the enrollment, this company began talks of merging with another company, and said they should not make any benefits changes at this time. JBA is already their benefits broker. If the merger falls through, Richard is interested in our Payroll Service.


Description:
WINSTON-SALEM - Spoke with Tracy Glenn about possible affiliation. I am sending him our information packet today and will follow up.


Description:
WINSTON-SALEM - Left a voicemail for Vann Williford to follow up on adding benefits.

2/27/07 - Mailed Vann a card asking him to call me when he has an opportunity.


Description:
WINSTON-SALEM - Spoke with Sue Southard to follow up on the information packet sent. She is still not interested in offering our services at this time, and does not feel a need to meet with our payroll rep. Will mark as lost.


Description:
2/22 Rec'd vm msg from Charlie upset about an issue w/ PFP that occurred while I was on maternity leave.  Contacted Belinda, David, & David St. Helaire to find out what the issue was.  David St. Helarie returned my call to explain why they had dropped Robin Cheeks' acct.  I called Charlie back to explain.  She is still upset; feels Allegacy dropped the ball.

2/23  Contacted Belinda & David to find out what happened.  Called David St. Helaire who apologized for telling Belinda it would be reinstated as soon as we mailed the check.  He didn't realize they were going to require a new medical check which of course Robin failed.  Asked David to make good on promise he made to Belinda.  

2/26 Rec'd call from David S. letting me know he has contacted the VP of customer service who is contacting a VP in the insurance dept to see if they can get Robin reinstated.  I left Charlie a vm msg to update her.


Description:
WINSTON-SALEM - Received a call back from Joe Brewster regarding possible affiliation. I am sending him our information packet today and will follow up.


Description:
GREENSBORO - Left a voicemail for Kim to follow up on adding credit union benefits.


Description:
COLFAX - Spoke with Jody Link regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up in 1 month, at her request.


Description:
HUNTERSVILLE - Left an additional voicemail for Bob Paschka regarding possible affiliation with Allegacy.


Description:
2/19/07 E-m'd school to find out who to meet w/ to give sponsorship check.  No one replied.

2/28/07 Went to school to find contact person.  Told me to contact Philip Schundlemire, athletic director.  Left Philip vm msg.


Description:
Dropped off cd flyer and cookies.  Pat wasn't there.  Will follow up tomorrow.


Description:
Dropped off cd flyer w/ Gail.  Offered to come back to sign up any employees who are interested in the offer as a convenience.


Description:
KERNERSVILLE - Emailed Denise Loflin to follow up on adding credit union benefits.


Description:
Emailed Kathy Beckham to schedule an Allegacy Services sales meeting.


Description:
Emailed Melonie Honaker to schedule an Allegacy Services sales meeting.


Description:
Emailed  Greg Saylor to schedule an Allegacy Services sales meeting.


Description:
Spoke with Jackie Scism about participating in our payday checking promotion. She said the company already allows employees to receive paychecks in advance if they choose, plus they are going through another round of layoffs. Company now has 23 employees.


Description:
Spoke with Revonda Reed about our payday checking promotion. She is ok with testing this; however, asked that I talk with Sara Frye who typically prepares their payroll. I left Sara a voicemail.


Description:
Emailed Todd Nichols to schedule a retirement planning seminar for his staff. He expressed interest earlier this month in providing this for his company.


Description:
Emailed Mary Ann to schedule a Long Term Care enrollment session for her staff. Company will allow this to be offered on an individual basis.

Received a response from Mary Ann requesting we visit on March 21 or 22nd to hold LTC enrollment. She will help coordinate scheduling individual appointments in 20 minute increments for employees to meet with Allegacy rep.


Description:
Received an email back from Melonie thanking me for the offer to meet; however, is not interested in making any changes to corporate benefits at this time.


Description:
WEST JEFFERSON - Spoke with Linda Autry regarding possible affiliation with Allegacy. This group was a lead from Julie Reimers at JBA Benefits. I am sending Linda our information packet today and will follow up. Company has 250 employees.

I also referred Jane Banks, Executive Director, to Hil Cassell to discuss business lending for their upcoming campus expansion.


Description:
Haven't heard from Phillip yet.  E-m'd him.  Phillip replied w/ options for mtg.  Replied to confirm mtg.


Description:
Rec'd vm msg from Charlie asking for an update on Robin's situation.  Left vm msg for David S.


Description:
Haven't heard back from David S.   Left another vm msg.  Returned Charlie's call.  Left vm msg.


Description:
E-m'd COO to schedule presentation at one of their Wed staff mtgs.


Description:
HUNTERSVILLE - Spoke with Kerry Mosher regarding possible affiliation with Allegacy. I am sending him our information packet today and will follow up.


Description:
GREENSBORO - Left a voicemail for Mary Allread to follow up on adding credit union benefits.


Description:
Teddi is out on maternity leave until the end of this month.


Description:
Phone number rang Chris Thomason's desk.  Left vm msg to contact Gwen Goodman.


Description:
Tara Steger contacted Deb about a donation for their spring auction.  Deb e-m'd me to see if I would like to deliver it to her.  I replied that I would.  This would be a great opportunity to let them know about our credit union and the benefits of affiliation.


Description:
Left vm msg for Tara to work out meeting details.  Tara returned my call.  They  have postponed the auction until fall.  I am meeting w/ her next Friday to give her the mini cooper.


Description:
GREENSBORO - Emailed Wendy Oliver requesting a time on Friday, March 9th for me to stop in and introduce myself. I will also go over the affiliation process at that time.

Scheduled a meeting for Friday, March 9th @ 10:00am.


Description:
Spk w/ Ruth.  Restructuring HR dept.  Ruth is going part time.  Will be merging in the next couple years.  Next executive mtg is 3/21.  Asked me to check back after 3/21.


Description:
Spk w/ Gail.  They offer Coastal.  Not interested in offering an additional cu.


Description:
Tried to call Kim but got vm.  Didn't leave msg.  E-m'd her to follow up.


Description:
Spk w/ Kathy.  New to postion - about 7 months.  Asked me to e-m her some info. She is going to check w/ administrator to see if they have tried this before.  Asked me to check back at the end of the month.  E-m'd info.


Description:
Mailed 25 mbrship kits to Becky Noran attn.


Description:
CHARLOTTE - Spoke with Mike Hall to follow up on his board presentation. He commented they were generally positive towards the idea of adding a credit union for the employees. A final decision should be made by the end of the month. Mike asked that I follow up with him then. Will mark calendar.


Description:
GREENSBORO - Spoke with Debbie Holstein to follow up on information packet sent. She said there wasn't much interest from her employees at this time; however, if that changes she will let me know. If the interest is there, she is willing to offer our benefits. Will follow up in another few weeks.


Description:
Put together membership kits for Althea McCollough for a group of physicians relocating to Winston-Salem and joining FMC. I included information on membership, mortgages, realty, and AIG. Althea picked the packets up this morning.


Description:
Lee Ann Bethel emailed me regarding her second meeting with Catherine in Payroll Solutions. Lee Ann expressed a high interest in the product and confirmed with me that  MHAHP will most likely outsource their payroll to Allegacy.


Description:
KERNERSVILLE - Left a follow up voicemail for Denise about adding credit union benefits.


Description:
I called and talked with someone else who told me that Jim has since moved back to operations. Jim Fox has now taken over the human resource area. I talked with his secreatary who is Emily Combs. She asked me to send her information on what we are asking about. I emailed to her today.


Description:
WINSTON-SALEM - Left a voicemail for Joe Brewster following up on the information packet sent. I requested we schedule a sales meeting for March.


Description:
WINSTON-SALEM - Left a voicemail to follow up with Tracy Glenn regarding the information packet sent. I requested we schedule a sales meeting for March.


Description:
HUNTERSVILLE - Left a voicemail for Steve Lambert to follow up on the information packet sent. I requested that we schedule a sales meeting in March.


Description:
LMTC w/ Travis to schedule an enrollment


Description:
Scheduled an enrollment for Tuesday, March 27th from 2:30-4:30pm.


Description:
DAVIDSON - Spoke with Kathleen Luc regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up.


Description:
Spk w/ Charlie to update her on Robin's situation per David S. Charlie e-m'd me info.  Left vm msg for David S.


Description:
Rec'd bench plate verbiage from Cheryl: (Presented by Allegacy Federal Credit Union and honoring those challenged by breast and ovarian cancer.  OR, if you have to edit:
Honoring those challenged by breast & ovarian cancer
Allegacy Federal Credit Union)

E-m'd it to Alan.  Rec'd reply from Jim to schedule presentation.  Replied to Jim to confirm date & time.


Description:
DR: Farrington Family Practice - Visited.  Signed up 10 new members.  E-m'd referrals to Realty & Cuabs.


Description:
DR: Farrington Family Practice - Called Pat Brown to thank her & make sure I talked w/ everyone who wanted to talk w/ me.  She is going to check w/ the doctors & pa's to see if there is any interest and if there is schedule for me to come to one fo their mtgs.


Description:
Rec'd e-m from Rob w/ allstar details.  Replied to find out how I can get the giveaways to him and to follow up on cu affiliation.


Description:
Met w/ Phillip to give sponsorship check.  We will get a banner, pa announcement, and ad in complimentary programs.  E-m'd him to get president of booster club's contact info for details for the banner & pa announcement.


Description:
E-m'd info to Thomas to follow up on offering us to employees & membership.


Description:
Emailed Stan Koonts to schedule an Allegacy Services sales meeting.

Stan returned my email and we scheduled an Allegacy Services meeting for Thursday, March 22nd @ 2:00pm.


Description:
Emailed Alyssa White to schedule an Allegacy Services sales meeting.


Description:
GREENSBORO - Left a voicemail for Liz Keys to discuss possible affiliation with Allegacy.


Description:
Spk w/ Jasemine.  Still trying to find a good time to get all of the employees off work to come to a meeting.  Told her I could do the presentation in 10 minutes.  She is going to talk w/ the supervisors and get back to me mid next week.


Description:
HVL: Left vm msg for Peggy to see if she would like to schedule a day for me to come sign up anyone interested in the cd promotion.


Description:
WINSTON-SALEM - Scheduled an affiliation sales meeting for Tuesday, March 20th @ 10:00am.


Description:
GREENSBORO - Spoke with Barry Marshall regarding possible affiliation with Allegacy. I am emailing him our sales information and will follow up.


Description:
GREENSBORO - Met with Wendy Oliver and discussed adding credit union benefits. She is very interested in our services and would like for us to attend their re-scheduled Vendor's Day in April. She will complete affiliation paperwork this week.


Description:
LMTC w/ Mike about scheduling an enrollment.


Description:
LMTC w/ Sharon about schedulng an enrollment.


Description:
LMTC w/ James about scheduling enrollment.


Description:
LMTC w/ Michelle about scheduling an enrollment.

Rcvd call from Michelle and scheduled enrollment to be held on March 30th @ 2:00pm


Description:
LMTC w/ Julie about scheduling an ernollment.


Description:
LMTC w/ Christy about scheduling an enrolment.


Description:
LMTC w/ Nancy about scheduling an enrollment.


Description:
Robert is no longer w/ company.  Spoke w/ Terry and she is going to get in touch w/ her manager about a good time to hold an enrollment.


Description:
Spoke w/ Katie and she is going to contact general manager and see if there is any interest.


Description:
LMTC w/ Barbara about scheduling an enrollment.


Description:
LMTC w/ Janice about scheduling an enrollment.


Description:
Spoke w/ Kathy and she no longer does this.  Martha Stevens is the new HR Director.  She does not promote AFCU, she gives a packet out when new hires come in and that is it.  She will not need any enrollments or other services in the future.


Description:
Emailed Ron Schwartz to schedule an Allegacy Services sales meeting.

Ron returned my email and we scheduled an Allegacy Services meeting for Friday, March 30th @ 2:30pm.


Description:
Emailed Nedra Sanford to schedule an Allegacy Services sales meeting.

Received an email back from Nedra stating that her mother had just passed away and she is not devoting much time to work right now. She would like to meet regarding Allegacy Services, but requested we wait a few months and follow up. Will mark calendar.


Description:
Scheduled an enrollment for Friday, April 13th from 9:30-11:30am.


Description:
Left a voicemail for Regina Payne to schedule an enrollment for April 2007.


Description:
Left a voicemail for Cheryl McKinney to schedule an enrollment for April 2007.


Description:
Left a voicemail for Evette Scales to schedule an enrollment for April 2007.


Description:
LMTC w/ Denny about scheduling an enrollment.


Description:
Emailed Eileen Barley & Andy Hagler to schedule an Allegacy Services sales meeting.


Description:
LMTC w/ Bill about scheduling an enrollment.


Description:
LMTC w/ Danita about scheduling an enrollment.


Description:
Spoke w/ Gary and he said that they would be having an open enrollment period for benefits in June.  Pls contact him back in May of 07.


Description:
LMTC w/ James about scheduling an enrollment.


Description:
LMTC w/ Pam about scheduling an enrollment.


Description:
Spoke w/ Lisa and she said that most of her employees are members of the CU.  In saying that I asked if I could email her a list of the different seminars that we currently offer and she could see if any apealed to her staff.


Description:
LMTC w/ Judy about scheduling an enrollment.


Description:
Rcvd call back from Terry and she said that at this time they are no longer allowed to have outside non work related services come in to the facility.  They are extremely busy and just do not have the time.  She said that they would give out mbrship kits to new hires.


Description:
Spoke w/ Karen and she said that most of the employees are already mbrs.  Also, she said that the work load is rather busy, and they did not have time to take ppl of their duties.


Description:
Spoke w/ Tammy and they have downsized to only 4 employees.  They do not need an enrollment or any other CU services at this time.  She said that she would keep our number.


Description:
LMTC w/ Meilssa about scheduling an enrollment.


Description:
LMTC w/ Christy about scheduling an enrollment.


Description:
Spoke w/ Pam and she said that now is not a good time.  We need to call her back around fall.  Things are in constant change, and she does not have the time to schedule any more additions for the staff.


Description:
Spoke w/ Tom about scheduling an enrollment, and he said that he would call me back with hopefully a solution.


Description:
Spoke w/ Sandy and she said now is not a good time.  Try back in the summer months.


Description:
E-m'd Phillip to get president's contact info to follow up on banner size & pa announcement length.


Description:
Spk w/ David S.  Not able to discuss Robin's case because of pending law suit.  Spk w/ Belinda who instructed me to forward all communication w/ Charlie to her.  Rec'd e-m fom Charlie asking for an update.  Replied w/ Belinda's contact info.


Description:
Enrollment results:

Sav 4
Cking 3
PD 1
Dir Dep 5


Description:
GREENSBORO - Today's affiliation sales meeting was rescheduled for Wednesday, April 18th @ 10:00am.


Description:
Left a voicemail for Camilla Wheeler to schedule an enrollment for April 2007.


Description:
Spoke with Linda Coleman about scheduling an enrollment for April 2007. She is going to check her employee's interest and call me back. Will follow up.


Description:
Left a voicemail for Pat Hunter to schedule an enrollment for April 2007.


Description:
Scheduled a presentation and enrollment for Wednesday, April 4th @ 3:30pm.


Description:
Left a voicemail for Donna Shelton to schedule an enrollment for April 2007.


Description:
Rec'd e-m from Jim Warren confirming presentation time.  Replied.


Description:
Rec'd e-m that they have Wachovia & are not interested. Replied that they can offer us in addition.


Description:
CHARLOTTE - Spoke with Cindy Tilley's assistant who informed me they were not interested in offering benefits at this time. She commented I could follow up in a few months. Will mark as lost.


Description:
DR: Northlake Dermatology: This company is located across from Presby Hvl.  Have 8 emp.  Spk w/ Veronica about scheduling visit.  Will call me back.


Description:
Spk w/ Yasemin.  Still doesn't know when she can schedule a mtg to talk w/ employees.  Gave her some possible dates w/in the next 2 weeks that I have available at their break times & lunch time.  Going to check & call me back.


Description:
Spk w/ Marlene.  Scheduled mtg for next Thurs.


Description:
E-m'd Katie to follow up on info mailed.


Description:
GREENSBORO - Emailed Barry Marshall to follow up on our information packet. I requested we schedule a sales meeting for March or April.


Description:
HUNTERSVILLE - Spoke with Steve Lambert to follow up on adding benefits. He doesn't mind offering an additional credit union benefit; however, does not feel their corporate office will approve. At this time, he doesn't feel this would be beneficial to try, but offered me the opportunity to stop by and introduce myself to continue talks for the future.


Description:
Received a call from Evette Scales saying they are considering a company picnic/enrollment day for their staff in May. Evette has also agreed to allow Allegacy on-site for a separate enrollment in April/May as well. She is going to discuss dates with Ken Boyles, CFO, and get back with me shortly.


Description:
WINSTON-SALEM - Left an additional voicemail for Tracy Glenn to follow up on the information packet sent.


Description:
HUNTERSVILLE - Spoke with Kerry Mosher following up on the information packet sent. He is ok with offering our services, but polled his employees and said there was not much interest. He asked that I follow up in a few months to check and see if there are any changes, since his staff is now aware of Allegacy.


Description:
E-m'd Larry to schedule visit to open cd's for anyone interested in taking advantage of special Hvl cd.  Larry replied to schedule. Mailed additional copies of poster to promote special.  E-m'd flyer to promote details of my visit.


Description:
GREENSBORO - Left an additional voicemail for Liz Keys regarding possible affiliation with Allegacy.


Description:
Todd responded to my cd offer.  Is going to ask around but doesn't think his guys would be able to meet the minimum.


Description:
Randy replied that he is verifying banner dimensions & w/ an example of the pa announcements they do at the football games.  Forwarded pa request to Cheryl.  Cheryl responded w/ "Allegacy Federal Credit Union...helping you make smart financial choices. Visit them online at ChooseAllegacy.org."  Forwarded the verbiage to Randy.


Description:
Emailed Van Brogden to schedule an Allegacy Services sales meeting.


Description:
Emailed Terry Sealey to schedule an Allegacy Services sales meeting.

Received a response from Terri stating she was aware of these products and did not feel it was necessary to meet.


Description:
Emailed Gwen Easter to schedule an Allegacy Services sales meeting.


Description:
E-m'd Leslie to find out how many member kits she needs.  Leslie replied she needs 25.


Description:
Rec'd e-m from Leslie requesting member kits & for me to call her.  Left vm msg for Leslie.


Description:
Randy e-m'd to let me know the banner dimensions are 3x4 ft. Told me to e-m the text and will have a proof sent to us.


Description:
Galina presented Allegacy at company mtg.


Description:
E-m'd to schedule visit to other plant & offer to come out & sign up anyone interested in taking advantage of cd special.


Description:
Tried to contact Steve.  Office was closed.


Description:
Left vm msg to follow up on cd flyer I dropped off.


Description:
E-m'd Felicia to follow up on her personal cd.


Description:
Rcvd phone call back from Denny, returned oh call back LMTC.


Description:
RCVD call back from Janice; she said she was going to check w/ plant mgr to see if an enrollment was possible.  She said she would contact me back.


Description:
HIGH POINT - Left a voicemail for Kathy Cutrell regarding possible affiliation with Allegacy.


Description:
KERNERSVILLE - Left an additional voicemail for Johnny Plemmons to discuss possible affilation with Allegacy.


Description:
Scheduled an enrollment for Friday, April 20th from 10:00-1:00pm.

I have sent an email to ask for assistnace from  a spanish speaking person


Description:
HIGH POINT - Emailed Richard Hardee regarding possible affiliation with Allegacy.


Description:
Scheduled enrollment for Apr 23rd @ 9:30

Went to enrollment, there was not a lot of traffic.  I was set up in the cafeteria area.  There was 2 employees that came up and talked to me.  Both were going through divorces and said that they would not be able to get cking acct.  I gave them mbrship kits and asked them to think about a savings.


Description:
Called Christy about enrollment and scheduled for Mar 26th @ 2:00.  Emailed flyer


Description:
Spoke w/ Julie and she said that they are remerchandising this week and call back in a few weeks.


Description:
LMTC w/ Dawn about scheduling an enrollment.


Description:
LMTC w/ James to schedule an enrollment.


Description:
WINSTON-SALEM - Met with Joe Brewster and discussed affiliation with Allegacy. After reviewing our information he has decided to offer our benefits and will be submitting paperwork within the week. We discussed scheduling an initial presentation and enrollment for his staff in late April or early May.


Description:
Rec'd e-m cc from Jenn letting me know Leslie was interested in the non profit seminar in W-S.  Jenn offered to schedule JBA to meet w/ Leslie & talk to her about the seminar info.  Leslie was not interested.  I called Leslie to see if there was anything I can do.  She still didn't want to schedule a mtg w/ JBA but she was interested in our educational seminars.  I e-m'd her the topics.  She is going to let me know if they would like to schedule one.  If not, she would like to schedule a time for me to sit in their break room and talk to any employees who are interested in learning more about Allegacy.


Description:
Scheduled a tentative enrollment date for Friday, May 18th from 2:00-4:30pm. Pat Hunter will call back and confirm in early April.


Description:
Felicia replied that she opened the cd.  Rec'd e-m from Felicia asking me to contact employee about car loan.  Spk w/ Rob Gass about membership, car loan, & Auto Buying.  Refered loan to Jackie at Hvl FC.  Not ready to contact Connie in Auto buying yet.  Also used opportunity to e-m Felicia to thank her for promoting us & ask about doing an educational seminar.


Description:
Architectural & engineering firm.  Found this company in Bus Journal.  Currently located in Ballentyne.  Relocating to uptown. Spk w/ Joyce.  Have corporate cu.  Corporate is in Colorado.  Going to find out if they can offer local one too.  60 employees in Clt, 25-40 employees in Greensboro, 100+ employees in Raleigh, 100+ employees in Durham.


Description:
CHARLOTTE - Left a voicemail for Yvonne Hollar regarding possible affiliation with Allegacy.


Description:
CHARLOTTE - Left a voicemail for Susan Burke regarding possible affiliation with Allegacy.


Description:
COLFAX - Spoke with Jody Link to follow up on information packet sent. She said she has not received it yet and requested I re-send it. I will personally drop it off when visiting Greensboro prospects this upcoming Friday, March 23rd.


Description:
Presented Allegacy to 8 employees.  No one signed up but wrote down my phone number to contact me w/ questions.  One employee asked me to have info sent to her on our credit cards & student loan consolidation. Forwarded her info to Andrea.  Jim expressed an interest in Allegacy Services, specifically group health, long term care, & payroll.  E-m'd Jim to get more information about his current benefits.


Description:
Rec'd e-m from Yasemin. Hasn't forgotten me.  Still trying to schedule something.


Description:
Mailed premiums, & enrollment products to Ricardo's attention.


Description:
Shipped premiums, & mailed enrollment pruducts to Ricardo attention.


Description:
Met w/ Marlene.  Very interested in offering us but they do not offer direct deposit.  Doesn't know why the owners don't but suspects it is because of the cost.  Offered Allegacy Payroll.  Going to check w/ gm to see if interested in joining and then go from there.  Belinda suggested the website payroll as an option for them.  They have 50 employees,  avg age: 35-45, avg income: $40,000.  Contacted Kelly Cozart to find out more info so I can explain option.


Description:
Met with Stan Koonts and discussed Allegacy Services. He is personally interested in Long Term Care. Also interested in real estate services and payroll. Will make appropriate referrals.


Description:
RSVP'd to JBA non profit seminar for 03/27

Cancelled seminar.


Description:
Contacted Lynette again per Marlene's suggestion.  Lynette reiterated that we would be a solicitation and we are not allowed on site.  Could offer us but would only be able to promote us in an ad in their employee newsletter.  After discussing w/ Belinda. Decided would not be successful if we are not allowed on site.  E-m'd Lynette to explain the situation.  Hoping to bring in their sister company LN Infiniti and through word of mouth have an opportunity with this company in the future.


Description:
E-m'd Lynette to ask that she reconsider and allow us on-site access to her employees at least once per year.


Description:
GREENSBORO - Dropped by and met with Kim Roberson. Took updated information on Allegacy and gave her an umbrella.


Description:
GREENSBORO - Dropped by and left updated materials and an umbrella for Mary Allred.


Description:
COLFAX - Dropped by and introduced myself to Jody Link. I gave her an information packet regarding our benefits and an umbrella.


Description:
CHARLOTTE - Emailed Mike Hall to follow up on adding credit union benefits. He previously stated that a decision was expected to be made around the end of March. This company has 1,500 employees.

Received a response from Mike stating a final decision has not been made. He will follow back up with senior management. Mike still supports offering our benefits.


Description:
Rcvd call from Phyllis and she said that they have a new address.  Updated!


Description:
Mailed 15 new membership kits at Stan Koonts request.


Description:
GREENSBORO - Emailed Wendy Oliver to follow up on receiving affiliation paperwork. This company has 1,000 employees and wants us to visit in April for their annual Vendor Day.


Description:
Rcvd email from Sharon to update email address and update Al's


Description:
Emailed Stan Koonts to follow up on last week's meeting. I submitted a referral to Gene Overby for LTC. I also spoke with Catherine Peterson about offering pay cards to Stan's employees who did not want a checking account. I was informed pay cards will be available in April and will follow up with Stan at that time. He is very interested in this product, and maybe switching all-together to Allegacy Payroll.


Description:
Received a call from Gail Hooper introducing herself as Gay Wilson's admin assistant and new credit union contact. She requested we send 50 new membership kits, which will be mailed out today.


Description:
GREENSBORO - Spoke with Mary Allred and followed up on affiliation status. She assured me she is still positive towards adding Allegacy and management has approved an additional credit union benefit. However, it may be 2-3 more months before she can affiliate and roll us out to her employees. She asked that I continue to follow up and stay with her.


Description:
GREENSBORO - Left a voicemail for Kim to follow up from our previous conversation. I also requested an update on affiliation status.


Description:
DAVIDSON - Spoke with Kathleen Luc to follow up on information packet sent. She requested more time to review our materials, but confirmed she may be interested. She asked that I follow back up in mid-April. Will mark calendar.


Description:
GREENSBORO - Left a voicemail for Barry Marshall to follow up on the information packet sent.


Description:
HIGH POINT - Spoke with Kathy Cutrell about possible affiliation with Allegacy. She commented they are already affiliated with Members CU and are not interested in offering an additional credit union. Will mark as lost.


Description:
CHARLOTTE - Left a voicemail for Rick Ulrick regarding possible affiliation with Allegacy.


Description:
Held enrollment with the following results: 2 NM, 1 CHK, and 1 DD.

Mailed Lee Ann Bethel information on Pathways Health Care Advocacy.


Description:
E-m'd Thomas to follow up on info I e-mailed & request mtg to discuss further.


Description:
Rec'd reply from Thomas agreeing to meet w/ me.


Description:
E-m'd suggestion for mtg date & time.  Thomas replied to confirm details.  Mtg next Tuesday.


Description:
Attended sign up.  Only opened 1 new membership.  Talked w/ Debbie about doing lunch and learns instead of sitting in break room.  Debbie discussed w/ Larry who thought it was a good idea.  First one will be for the Hispanic employees.  Held in training room.  Will have pizza.  Debbie is going to get back to me on date.  Probably in 3-4 weeks when she gets back from her vacation.


Description:
E-m'd Hil again to follow up on rate matching for business accounts.  Hil replied that he didn't realize they were non-profit and I would have to research products we already have and talk to res res.


Description:
Rec'd call concerning our sponsorship.  Includes tickets.  They are going to mail them to the Hvl FC for the employees to use.


Description:
Rec'd info from Kelly.  E-m'd Marlene to let her know that we have a solution for her direct deposit issue.


Description:
LMTC w/ Marlene about scheduling an entollment.


Description:
E-m'd Randy to make sure he had everything he needed for our sponsorship.  Also requested mtg to discuss offering cu membership to his members.


Description:
Spk w/ June.  Employee passed away.  Dealing w/ fallout now.  Asked me to check back in two weeks.


Description:
Spk w/ Kerry.  Asked me to e-mail Charlotte locations.  Not sure if there is any interest in offering local credit unions for their offices or just their corporate cu but Charlotte has requested they look into it so they will explore it.


Description:
Emailed David about scheduling an enrollment.


Description:
LMTC w/ Debbie about scheduling an enrollment.


Description:
Spoke w/ Dana about scheduling an enrollment and asked that we mail packets instead.  Mailed the packets as she req.


Description:
Spoke w/ Cindy and scheduled an enrollment for 04/06 @ 2:30


Description:
Spoke w/ Debra about scheduling an enrollment.  She is going to check w/ HR director and see when a good time would be.


Description:
Spoke w/ Katie, and she said that she emailed the GM's and she did not receive any response.  She said that she would try again.


Description:
LMTC w/ Celeste about scheduling an enrollment.


Description:
Spoke w/ Brenda and she said that since we last spoke they had been bought out by Parkway Ford and we would have to contact corporate to see if we can have any affiliation with them any longer.


Description:
I received a call from Ed McTernan 704-731-3000 requesting information on Allegacy. I provided this information to him as requested.


Description:
Spk w/ Lacy.  Said it would be a conflict of interest to have us on-site or to even direct employees to open memberships with us.


Description:
E-m'd Catherine to see if she is available to meet w/ Jim to talk about Allegacy payroll.  Spk w/ Catherine about possible mtg dates.  E-m'd Jim to set up mtg.


Description:
E-m'd Kerry branch locations.  Included shared branches.


Description:
Tried to call Kate but couldn't find her in the automated directory.  Also, tried to locate Jerry Sutton who I initially contacted but couldn't find him either.  I could not get to a live person.  I tried to research on the internet Ge Advance Materials, GE Polymerland, & GE Polymershapes but couldn't find much info.  The answering machine said GE Polymershapes when I called.  E-m'd an employee  to see if she is available to meet for lunch to see if I can get a better understanding of the company.  This company is located in the Hvl Business Park.


Description:
Met with Ron Schwartz regarding Allegacy Services. He is interested in JBA Benefits and business lending. Will make appropriate referrals.


Description:
Michelle was not there the day of the appt.  I soke w/ receptionist.  I Set up in the conference room.  I had 2 people come by and get info and 1 person to sign up for savings & cking.


Description:
Held enrollment, did presentaion and talked about the promotion if you sign up with me.  I gave out 2 packets, talked with one person about autobuying in more depth.  Spoke w/ one person about mortgages.


Description:
Belinda and I went and presented seminars.  
2 savings
2 HC
3 pay ded


Description:
Held enrollment,  handed out 1 packet and explained the promotion.


Description:
Em'd Kim to try to schedule mtg.  Kim replied that she doesn't have any time to meet right now.  She is in the middle of an insurance renewal and is actively recruiting for five positions.  Replied to thank her for the update.


Description:
Spk w/ Liz.  Liz is on the sales side so she is going to ask the owner, Mark Dipple, if it is ok for me to contact him to talk about offering the cu. She is mtg w/ him today & asked me to call her back at 3p.  Called at 3p and left vm msg for Liz.


Description:
Called Marlene. Got vm.  Didn't leave mgs.  Will try later today.  Tried again.  Left vm msg.


Description:
Spoke w/ Shanoon and she said that she wanted me to call back on the 12th of April.  I have made a note.  They will either have their meeting on the 19th or 26th.

Called back and they said to call back in summer.


Description:
Spoke w/ Pam Reynolds and she said that she thinks that most of the employees were already mbrs, but she would send an email out to just make sure.


Description:
WINSTON-SALEM - Left a voicemail for Larry Colbourne to follow up on adding credit union benefits.


Description:
GREENSBORO - Left an additional voicemail for Carol Owens to further discuss possible affiliation with Allegacy.


Description:
Spoke w/ Sharon and scheduled to attend the annual benefits fair.  It will be on May 18th. @ 2:00.

Went to benefit fair, and there was lots of traffic.  There was no new employees.  They are redoing their golf course so they do not have summer jobs available this year.


Description:
LMTC w/ Sue about scheduling an enrollment.


Description:
LMTC w/ Janice about scheduling an enrollment/seminars.


Description:
WINSTON-SALEM - Left an additional voicemail for Tracy to follow up on adding credit union benefits.


Description:
WINSTON-SALEM - Left a voicemail to follow up with Vann Williford regarding credit union benefits.


Description:
Spk w/ Ellen Henderson. Employees actually employed by East West Partners Club Management.  Contact at East West is Angie Gardner, HR Director 704-799-8511.  Also, manage The Points in addition to several clubs across NC.  Peninsula Yacht club primarily has students working for them.  Left vm msg for Julie Towson, membership director about offering cu to membership. Left vm msg for Angie Gardner about cu membership for employees.


Description:
Spoke w/ James about holding an enrollment and he said now is not a good time.  Call him back in a month or so.


Description:
Spoke w/ Teresa and she said that at this time she does not feel that her staff needs an enrollment.  She said that she could use some updated packets, and I also emailed her the seminar flyer.


Description:
CLEMMONS - Left a message for Wayne Prater to continue discussing possible affiliation.


Description:
met with barbabra stevens and dean lewis. The following items were prepared for them: update on visa discussion with Deborah tyson, copy of the contract, auto loan information, email template to mail to employees on identity theft, atm statistics, she also asked about template for new hires. Leesa Allen is working on this.


Description:
Met w/ Thomas.  E-m'd pwork for staff & membership.  Going to complete by Wed.  Discussed sponsorship & banking options.  Asked that we commit to 2-3 years sponsorship of training uniforms. Kids, coaches, & volunteers required to wear them.  If we do will transfer all banking from First Charter to us in addition to the exposure. Also promises to heavily promote us.  Currently do about 1.2 million w/ First Charter. Going to e-mail me a recap to share w/ Belinda.


Description:
GREENSBORO - Sent a follow up email to Wendy Oliver requesting a time for me to stop by this week and pick up affiliation paperwork for the April board meeting.

Received an email back from Wendy asking that I can come by her office on Thursday at 2:00 to pick up affiliation paperwork. I also scheduled us to attend their Vendor Day on Friday, April 13th from 11:15-1:30pm and 6:15-7:30pm.


Description:
Leah called and requested we reschedule enrollment to Wednesday, April 11th from 3:15-4:30pm.


Description:
Spoke w/ Barbara about scheduling an initial enrollment.  She will call back once she has spoken w/ Mr. Perkins.


Description:
E-m'd to explain affiliation procedure. Rec'd reply that mtg has been rescheduled and would like to discuss my offer w/ the board to see if there is interest before having me to come out to talk to the group.  Replied to suggest we meet before so I explain the benefits.


Description:
Rec'd e-m w/ completed factors to consider forms.  Picked up request letters.  Interofficed & faxed pwork to Belinda. Both request letters were for the association.  E-m'd Thomas to ask him to sign the employee one.  Added notes from mtg to SEG Mgr.


Description:
COLFAX - Left a message for Jody Link to follow up on the information packet I had previously dropped off.


Description:
Left vm msg for Tom w/ someone in the acct office.


Description:
Tried to contact Marlene.  Got vm.  Didn't leave msg.


Description:
Angie left me a vm msg letting me know that she is not interested in the company being involved if it is something the employees can do on their own. There is not a lot of administrative help and she does not have the time to devote.  I returned her call & left vm msg explaining that her employees would not be able to join on their own and there isn't very much adminstrative work involved.


Description:
E-m'd Bill to request mtg to discuss the association offering us.


Description:
E-m'd Jim to set up mtg w/ Allegacy payroll.


Description:
E-m'd to get date for lunch and learn and follow up on W-8 form for employee trying to open acct.

Debbie responded that the employee is going to the branch and there was no word on the lunch and learn yet.


Description:
Forwarded Julie's contact info to Carey to coordinate art for the financial center.  E-m'd Julie to find out if they are planning to display art in our gallery in W-S.  Called Terry to follow up on my presentation.  Terry was on the other line.  Will call me back.


Description:
Called to talk to Melissa about scheduling an enrollment, and she no longer works there.  Beth Archie has taken her place, but they have not found someone to take her role.  They said to call back in a few months or so.


Description:
LMTC w/ Linda about scheduling an enrollment.


Description:
Spoke w/ Cheryl and she said that most of there employees are already members.  She did not feel an enrollment would be necessary.  I asked if I could send her some updated mbrship kits and she said yes.  Updated address as well, they have moved.  I also mentioned that we have seminar opportunities.


Description:
LMTC w/ Bill Sparks about scheduling an enrollment.


Description:
Spoke w/ Shirley and she said that all her staff are mbrs.  They have down sized to about 7 employees.  I told her about lunch & learns.  Emailed flyer, and mailed a few mbrship kits just to update.


Description:
LMTC w/ Pragna about scheduling an enrollment


Description:
LMTC w/ Peter about scheduling an enrollment.


Description:
LMTC w/ Travis about scheduling an enrollment


Description:
I met with shara lee to discuss benefits. We are going to do a 60 day promo by email to her employees. She does have a group that does that have email addresses for. They are working with them to get one set up. She also requested the remote control brochure. She will print her own paper copies. They have orientation every two weeks. She wants more packets and an electronic version for the staff. They have a relationship with American Partners credit union also but they do not do anything to promote it to the employees. All of the benefit packages and 401(k) are with DL Davis. They are happy with the broker relationship. Personally she is very interested in the low doc mortgage program. I have asked Pat Towe to follow up with her on Monday.


Description:
Spoke w/ Gloria and scheduled enrollment, for April 12th @ 10:00am.


Description:
Mailed through UPS 100 packets, 100 remote control brochures, and Allegacy at Work fliers.


Description:
Spoke w/ Karen about scheduling an enrollment.  Scheduled enrollment for May 10th. @ 11:30-1:00


Description:
LMTC w/ Joan about scheduling an enrollment.


Description:
Spoke w/ Derwin to see how things were going.  Also asked if he needed any updated material.  He said that there had been no turnover, and he was satisfied.  He did not feel that was any need for an enrollment.


Description:
CHARLOTTE - Emailed Mike to check on any updates for affiliation.


Description:
Left vm msg for Jim to try to schedule payroll mtg.


Description:
Scheduled an enrollment for Friday, May 18th from 2:00-4:30pm.


Description:
Spoke with Jennifer Sealey about scheduling an enrollment. She said they are going through some lay-offs and do not currently have any new employees. She didn't feel it would be beneficial to hold an enrollment at this time.


Description:
Spoke w/ Katie and she said that now is not a good time.  Call her back in another month.


Description:
Spoke w/ Karen and scheduled an enrollment for May 4th @ 8:30.

1 sav
1 cking
2 PD
1 ODP
2 youth accts


Description:
Left a voicemail for Valerie Thomas to schedule an enrollment for Spring 2007 and to follow up on discussing payroll services.


Description:
LMTC w/ Joanne about scheduling an enrollment.


Description:
LMTC w/ Marty about scheduling an enrollment, or seminars.


Description:
Spoke with Kathy about offering Pay Cards to her employees who don't currently have checking accounts. She is very interested in this, and requested more information. I shared this information with Catherine Peterson, who will call her back and schedule meeting. May be an opportunity for switching to Allegacy Payroll as well.


Description:
Spoke w/ Jennifer and she was going to have to speak to the high up exec before she could commit to an enrollment.  She said that they are out of the office on a retreat until next week.  She would call me back.


Description:
Spoke w/ Doug and he said that an enrollment would be fine, but I need to speak w/ Lori she would hanlde setting at date and time up.  Talked w/ Lori and she was unaware of the affiliation of Allegacy.  I explained and she said she would have to get back w/ me.


Description:
WINSTON-SALEM - Emailed Larry Colburne to follow up on adding credit union benefits.

4/12/07 - Received a call back from Larry asking that I mail our information packet to Sam George, the company's new controller. Larry will also coordinate scheduling a sales meeting.


Description:
GREENSBORO - Left a voicemail for Barry Marshall to follow up. I also sent him an email to continue discussing adding benefits.

4/12/07 - Received an email back from Barry Marshall requesting Shanna Whitaker contact me to set up a meeting to further discuss affiliation.


Description:
Rec'd e-m from Gail asking about employee loans.  They currently do small employee loans but they would like to send their employees to us instead. Asked if the company could co-sign.  E-m'd Ashley & Carey. Carey responded that the company could not co-sign because they would not benefit from loan.  I e-m'd Belinda to see if she had any ideas before responding to company.  Belinda suggested I contact Ken Elkins.  Left Ken vm msg.


Description:
Spk w/ Ken.  The company can cosign.  We do something similar w/ RJR.  Ken asked me to find out more information about the company and he will present it to Hil.


Description:
Spk w/ Gail.  The company is private.  I explained we would need something in writing showing Gail can indebt the company.  I explained that we would run a credit report on Gail and a Dunn & Bradstreet on the company.  They would require the employee payroll deduct the payments to us.  Gail estimated that they might have to cosign about 6 per year but the loans are usually $500-$3000.  We also need the articles of corporation per Ken.  Gail is going to present info to Gail Scurry next week and get back w/ me, if they are still interested.  Also reminded her that I would like to come to one of her classes to talk w/ the employees about Allegacy.  Gail told me the classes are usually last minute and only when there has been several days of rain but she will contact me if they schedule one.


Description:
Sent Kerry gift from Edible Arangements to thank her for her help contacting Charlotte & considering Allegacy for her Charlotte employees.


Description:
Donna replied to let me know they are not interested because the employees receive many of the same benefits of a credit union through their Wachovia at Work program.


Description:
Replied to explain the differences between a credit union and bank.


Description:
E-mailed Larry to see if he is still involved w/ the Mooresville HR group and if he thinks any of the members might be interested in offering Allegacy.  Larry replied that he mentioned us in the group when they chose to affiliate.  Everyone who had a cu indicated they were happy w/ the relationship.


Description:
E-m'd Debbie to ask her to let me know as soon as she has a date for the lunch and learn because I would like to coordinate a similar seminar at another one of our companies on the same day so the Hispanic representative would only have to come down once. Got an out of of office reply that Debbie will be out until 4/16.


Description:
E-m'd Randy to try to meet before he presents the option of offering us at the next club mtg.


Description:
HGI Healthcare: This company was referred by Hvl FC.  Sales rep was the contact they gave me.  Tried several times to get in touch w/ her.  Last time said she was going to check w/ owner who makes decisions.  Researched on website to see if I could contact owner directly.  This is a staffing agency for the healthcare industry.  Since most if not all of the employees will be at various temp job sites I don't think we will have the access we need to promote the cu.  I am dropping this lead.  Marked lost.


Description:
Gave presentation and held enrollment with the following results: 1 NM, 1 Chk, 1 DD, 1 LN, 1 Ins Ref, and 1 Auto Buy Ref.


Description:
GREENSBORO - Emailed Kim Roberson one last time to request a sales meeting. She has been unresponsive for the last few months.


Description:
Received an email from Scott Poindexter informing me that Excel Imaging was now up and running. He said there is not an immediate need for an enrollment, but would like for us to come out later in Summer 2007.


Description:
Called and LMTC about holding an ice cream social at their location for the staff to build awareness of AFCU.


Description:
Donated 100 pens and badge pulls for their staff Appreciation Day.


Description:
Spoke with Jodi Malchow and informed her that Superior Manufacturing was approved by our board of directors today. We scheduled a presentation and enrollment for Tuesday, May 15th from 2:45-4:30pm.


Description:
GREENSBORO - Spoke with Michelle Belcher to confirm our sales meeting. She said at this time the credit union benefit has been put on hold, but she did say she is still interested. She asked that I continue to follow up and assured me they are planning on implementing one soon. Will mark calendar.


Description:
WINSTON-SALEM - Left an additional voicemail for Tracy Glenn to follow up on adding credit union benefits.


Description:
COLFAX - Left an additional voicemail for Jody Link to follow up on adding credit union benefits.


Description:
Followed up w/ employee Felicia referred.  Received e-mail asking for more info than Jackie supplied.  Forwarded his request to Ashley per Belinda to see if she can help him further.


Description:
4/12  Attended health fair.  1 new mbr w/ checking acct.  2 AIG referrals, 1 mortgage referral.

E-m'd new director w/ my contact info.  Met her at health fair.  E-m'd Pam to ask about doing educational seminar.


Description:
Rcvd an email from Gloria, and she said she was going to attend the SEG luncheon.


Description:
Rcvd email fom Laura stating she would be attending the SEG luncheon.


Description:
Rcvd an email from Kathy RSVP'ing for 2 for the SEG luncheon.


Description:
RCVD an email stating Jeff would attend SEG Luncheon.

Called to cancel an unexpected busniess trip is taking place.


Description:
Rcvd an email from Sherri about updating address.

Also mailed packets to her attn


Description:
Belinda asked me to get more info about sponsorship - other opportunities for visibility besides t-shirts, will they deposit 1 m in account if we do this level of sponsorship, & what zipcodes are his membership.  Talked w/ Thomas.  He is going to e-mail different opportunities along w/ zip codes Friday. Is going to talk about the 1m deposit at finance mtg tonight and let us know.


Description:
E-m'd Yasemin to see if they have decided on a date to schedule employee presentation.


Description:
Scheduled mtg w/ employee of company to get info about company & contact info.  Company located in Hvl Bus Park.


Description:
Pam replied to let me know she will check to see if there is interest in doing a seminar.


Description:
E-m'd Leslie to see if there was a seminar topic they are interested in.


Description:
Had phone conversation w/ contact explaining the benefits of offering us to his membership.  Is going to explain everything to new president, Ken Cade(former treasurer).  Asked me to e-m pwork necessary to affiliate.  E-m'd.  Also, loved our banner.  Said it looked beautiful.


Description:
GREENSBORO - Emailed Shanna Whitaker to follow up on scheduling a sales meeting for April or May.


Description:
WINSTON-SALEM - Left a voicemail for Larry Colburne to follow up on scheduling a sales meeting for April or May.


Description:
David, Belinda, and Jennifer attended annual Vendor Day with the following results: 4 NM, 1 Chk, 1 HC, 4 P/D, and 2 DD.


Description:
CLEMMONS - Left a follow up message for Wayne Prater to discuss possible affiliation.


Description:
Left an additional voicemail for Evette Scales to check on an update for their annual employee picnic/vendor day.


Description:
Met w/ Jocelyn for lunch.  Told me their division is being sold.  GE Plastics & GE Polymer Shapes are still in the building but GE Materials is no longer there.  She didn't have any info on GE Polymer Shapes HR or number of employees but she told me GE Plastics has around 200 employees.  E-m'd me new HR's phone number.  Contacted Kate who told me they are not allowed to have anyone on site or give out any materials but asked me to contact her in 6-8 months because the division is being sold and as they get out from under the GE umbrella she may be able to revisit the idea of offering us.  She actually saved one of my e-mails to get in touch w/ me then and apologize for not replying.  I will contact her in 6 months.


Description:
GREENSBORO - Scheduled a sales meeting for Tuesday, May 1st at 2:00pm.


Description:
E-m'd Thomas about a possible loan they are thinking about getting from First Charter to see if we can bid on it.


Description:
DAVIDSON - Spoke with Kathleen Luc to follow up on adding credit union benefits. She is going to get with the school's headmaster and discuss further. She will know more in the next 2-3 weeks.


Description:
CORNELIUS - Left a a voicemail for Joellyn Padgett to discuss possible affiliation with Allegacy.


Description:
CHARLOTTE - Left an additional voicemail for Rick Ulrick to discuss possible affiliation with Allegacy.


Description:
Spoke w/ Jennifer.  Too busy to think about credit unions now but told me I could contact her again at the end of June or beginning of July.  Typically do not offer a benefit for just one division.  Have many locations across US.


Description:
Spk w/ Joyce.  Just moved to new location so hasn't had a chance to address the option of a local credit union.  Asked me to contact her in June and start all over as if we have never spoken before.


Description:
Marked lost as a prospect because of all the restrictions on middle school booster clubs.


Description:
Marked lost as a prospect because of the middle school booster club restrictions.


Description:
Chris is no longer there.  Left vm msg for Angie.


Description:
Received e-m from Thomas letting me know he will e-m the sponsorship options today.  Also, doesn't think they would be opposed to Allegacy bidding on the loan.  Said there were a lot of moving tangents associated. Replied to ask for loan details.  Also e-mailed him to find out how he would like to proceed letting the employees and membership know they are now eligible to join Allegacy and get a copy of the membership application for the grapevine.


Description:
Spk w/ Jim.  Working on report and has grant meeting tomorrow.  Asked me to call back tomorrow afternoon.


Description:
WINSTON-SALEM - Scheduled a sales meeting for Thursday, May 3rd at 9:30am.


Description:
LMTC w/ Niki about logo for mkting flyer about scholarships.


Description:
Schedule payroll mtg w/ Jim - Thursday, May 10 at 10am. E-m'd Catherine to make sure date works for her.


Description:
Rcvd email from Dana stating that she would be unable to attend.


Description:
Rcvd email from Donna stating she would not be able to attend the luncheon.


Description:
Rec'd e-m from Thomas w/ sponsorship opportunities. All involve clothing but indicated more opportunities this summer.  Replied asking for summer options.  Also sent demographics.  Replied to ask for zip codes.  Going to talk to finance committee to get details for loan.  Will get back to me.  He didn't understand what I was asking about when I requested their membership application.  Replied to clarify.  Also asked that we announce our affiliation in June in a mass e-mail.  Replied to find out how many words we can have so I can get verbage from marketing.


Description:
Received e-m from Catherine confirming mtg date.


Description:
Left msg for Tracy to schedule mtg for Allegacy Payroll.


Description:
E-m'd Felicia to see if she would like to meet w/ Allegacy Payroll while Catherine is in Clt.  Felicia replied that their payroll is handled out of corporate in Minnesota.


Description:
E-m'd Debbie to schedule hispanic seminar.


Description:
Updated new SEG Rep name and email.  Shelia Edmonds is no longer w/ company.


Description:
COLFAX - Spoke with Jodi and answered questions regarding affiliation and benefits. She is interested in offering our services and will submit affiliation paperwork in early May.


Description:
CHARLOTTE - Emailed Mike Hall some dates that I would be in Charlotte, so I could stop by and introduce myself. He is still waiting on a final decision from senior management on offering our benefits.


Description:
Spk w/ Thomas.  Bad time of year to move accts but would build to move accts to us for next year, if we commit to sponsorship.  T-shirt sponsorship is $10,000 for 1 year or Training vest is $5,000/ea year for 3 years. T-shirt answer by Monday, Training shirts by this summer. Going to think more about putting their app on our intranet for prospective mbrs. The kids are members so a kid would have to sign up.
Will send out whatever we want to let them know they are eligible. Info would be e-m'd out and then link to our ad on their website.
Loan is already going through First Charter.  Will keep us in mind for future loans.


Description:
MAIN: Tried to contact Vicki.  She is out of the office until Wed.  Left vm msg for Jewel.

HVL: Left vm msg for Peggy.

MATT: E-m'd Mark Billings to schedule an information session at lunch.


Description:
COLFAX - Received affiliation paperwork.


Description:
CHARLOTTE - Scheduled a sales meeting with Mike Hall on Thursday, May 24th @ 10:00am.


Description:
Linda Coleman emailed me and commented there was not much interest in an enrollment at this time. I am mailing her updated membership kits at her request.


Description:
MAIN:  Spoke w/ Jewel.  Going to find out # of emp for me.  Vicki is out of the office until Wed.  Will contact her later this week to schedule ice cream social.

MATT: Mark replied that he will ask Amy Vance, operating officer, to include us in their leader open forum.

HVL: Peggy returned my call.  They have 486 employees now.


Description:
Plant in Huntersville & Morganton. Service the residential and commercial industry, providing footings, poured foundation walls, flatwork, brick masonry, grading, hauling, and Ready Mix Concrete, to some of the largest homebuilders and commercial contractors in the Carolinas.  Shannon is out of the office until tomorrow.


Description:
Brown & Sharpe, a division of Hexagon Metrology, Inc., offers the most complete line of dimensional metrology products anywhere in the world.  Couldn't find local phone number.  Contacted corporate.  Currently have 21 employees.  Left vm msg for Susan. Marked lost.


Description:
Contacted.  All benefits handled through corporate in Newport News, Va.  15 employees in Hvl.  Marked lost.


Description:
Spk w/ Tracy about Catherine stopping by to introduce herself.  She said Thursdays are terrible days for her because a lot of her teachers are in school.  Suggested I contact her the next time Catherine is in Charlotte.  E-m'd Catherine.


Description:
GREENSBORO - Met with Shanna Whitaker and discussed possible affiliation with Allegacy. She is interested in offering our services and will run our materials by senior management for final approval. We also talked about Allegacy Payroll Services and she is interested in a quote. Will make appropriate referral. This company has 350 employees throughout NC & SC.


Description:
Spk w/ Shannon.  All decisions would be made by Gina Martindale, HR Mgr.  Left vm msg for Gina.


Description:
Received an email from Janice Vogler requesting to schedule a lunch & learn seminar. I emailed her back some available dates and times.


Description:
Dawn is no longer w/ the company.  Allen Nason is the new contact.  Receptionist told me they already offer Sharonview.  E-m'd Allen.


Description:
Decisions made at corporate in NY 212-773-3000.  James Freer, HR Director for all locations.  Left vm msg for Tina Montone, James Freer's assistant.


Description:
Teddi Daniels is no longer w/ the company.  Left vm msg for Amy Cooper.


Description:
E-m'd Kevin to ask if he has approached the board about offering us yet.  E-m came back undeliverable.  Spk w/ Kevin who told me to talk w/ Bill because Bill has been dealing w/ someone in W-S. E-m'd Bill.


Description:
Spk w/ Tom.  Mentioned offering us to owner but didn't get an answer. Will keep trying.  Suggested I contact him in a week.


Description:
Scheduled a lunch & learn for Wednesday, May 23rd from 12:30-1:30pm.


Description:
Marlene returned my call. Spk about Allegacy secured website for payroll.  Going to make sure GM is ok w/offering us but doesn't think it will be a problem.  Asked me to e-m pwork.  E-m'd pwork.


Description:
Spk w/ Cora who took Paula's place.  Not interested in offering us.


Description:
Security desk said he thinks Gwen retired.  Tried to contact Pamela. Out of the office until next Mon. Will try again next week.


Description:
Abby RSVP'd.  She and Summer Biles will be attending the lucheon.  Replied to see if she has had a chance to talk to the new HR Mgr about offering us to the employees.


Description:
E-m'd Kerry to follow up on locations I e-m'd her & see if she needed any additional info.


Description:
Barbara is on vacation this week.  Will try again next week.


Description:
WINSTON-SALEM - Met with Sam George and discussed possible affiliation with Allegacy. He is interested in our services and will consult with the others in senior management. He asked that I follow up in a few weeks. Will mark calendar.


Description:
I mailed an information packet to Orielle regarding our service offerings. She has 100 employees located in the North Point area.


Description:
I mailed a packet of information on credit union service offerings.Loretta is collecting for the Hr department. She said that she has 100 employees that work out of greensboro but 5000 nationwide.


Description:
MAIN: 4,525 emp currently at main per Jewel.  She also talked w/ Vicki about ice cream social.  Vicki asked if we got permission from Barry or Melody. E-m'd Belinda # and request.  Belinda e-m'd Barry w/ request.


Description:
Rec'd reply that they will have date for Hispanic seminar for me next Tuesday.


Description:
Received electronic request through website for information.  Spk w/ Leslie.  Would like some of the one sheet Allegacy at Work flyers for 80 new hires.  Also, asked me to e-m her the seminar topics again.  Mailed her the flyers and a copy of the seminar topics.


Description:
E-m'd Randy to get Ken's contact info so I can follow up w/ him about offering cu membership to his membership.


Description:
Spk w/ Tara. Scheduled mtg next Tues to give her the mini cooper.


Description:
Melissa rescheduled our presentation and enrollment to Thursday, May 31st at 4:00pm. David Foster will be in attendance.


Description:
Mailed 15 new membership kits at Linda Coleman's request.


Description:
Left vm msg for Marlene to follow up on request letter.


Description:
Donated $100 to their annual "Taste of the Town" fundraiser. Proceeds go to Family Service's general fund.


Description:
E-m'd Marlene to let her know I will be in the area this afternoon and can pick up the request letter, if she has it ready.  Received call from Marlene.  Letter is ready.  Scheduled to pick it up tomorrow.  Completed factors to consider over phone.  E-m'd factors to consider to Belinda.


Description:
CLEMMONS - Dropped by and left updated sales materials for Wayne Prater. He is still interested in offering our benefits. Will continue to follow up.


Description:
GREENSBORO - Emailed Mary Allred to receive an update on their affiliation interest.


Description:
E-m'd Todd to schedule Hispanic seminar.


Description:
Met w/ Tara to give her the mini cooper.  Also gave info on Allegacy to offer us to the membership. Asked about mini cooper value.  E-m'd Jeff in marketing to get info.  E-m'd Tara w/ info.


Description:
Paul Kramer asked that our indirect lending dept contact Tam Nguyen (sounds like win) at x1047.  They would like to look into that before deciding whether they will offer us to the employees.


Description:
Spoke w/ Barbara.  In the middle of a merger w/ Presbyterian.  Asked me to call back in the fall to schedule an enrollment since the employees will be eligible once they merge w/ Presby.


Description:
Rec'd e-m from Debbie to confirm Hispanic seminar details.  Replied w/ possible dates.  Debbie let me know which dates would work.  Told her I will get back to her once I have coordinated w/ speaker.


Description:
Dropped off Allegacy at Work flyers.  Rec'd e-m requesting info on how many employees have Allegacy accounts.  Replied that I will get her the number.


Description:
Rec'd e-m that they won't be looking into offering us until next fall.  Current president mentioned it to upcoming president and will discuss it in more detail in the months to follow.


Description:
Called and spoke with Paul Gwin who came into our branch yesterday. I am mailing him 50 membership kits today. We also discussed holding seminars for his staff and he said he will get with Katherine Flynt and try to work out soon. Mark calendar to follow up in about 3 weeks.


Description:
Rec'd vm msg asking to reschedule payroll mtg.  Left vm msg to reschedule.


Description:
Held enrollment

Sav 3
Cking 2
PD 2
Dir Dep 2
Visa
AIG


Description:
E-m'd Pam to follow up on scheduling a seminar.  Also, asked if she will be attending the luncheon.


Description:
Tried to contact Pamela.  Front desk said she is still on vacation.


Description:
Rec'd e-m.  Will be attending sponsor company luncheon.


Description:
E-m'd Marlene to confirm dates for initial enrollment.


Description:
Invited Tara to sponsor company luncheon.


Description:
Updated new president's info.  E-mail, info@lknart.or, goes directly to whoever is president. About to have elections so Kathie may not be president long.  E-m'd Kathie to invite her to the luncheon.


Description:
LMTC w/ David about scheduling a lunch or breakfast meeting to discuss the scholarship flyers and donation.


Description:
Spoke w Stan and he is going to call me back in regard to an emrollment w/ coordinating w/ 401K w/ Smith Barney.


Description:
GREENSBORO - Emailed Michelle Belcher to reschedule a sales meeting to discuess potential affiliation.


Description:
KERNERSVILLE - Scheduled an affiliation sales meeting with Denise Loflin for Wednesday, May 16th @ 9:00am.


Description:
MAIN:  Left vm msg for Janet to schedule mtg w/ me & Belinda.  E-m'd Vicki to see if she and Jewel will be attending luncheon.  Vicki replied that they are coming.  E-m'd Jeani to invite the trainers.  E-m'd Michelle, new HR mgr at Matthews to invite her to the luncheon.  Added contact info in notes.


Description:
Rec'd reply from Marlene to schedule initial enrollment.  Replied w/ suggestion to increase participation.


Description:
E-m'd Kate to see if she can attend luncheon.


Description:
Spoke w/ Tom to let him know Eric is meeting w/ Tam Monday.  Wed are tough for Tom so he won't be attending the luncheon.


Description:
Referral from Jackie Patterson. Spoke w/ Louis. Explained affiliation.  E-m'd request letter.


Description:
Tried to contact Tracy.  Unavailable.  Didn't leave msg because she can't return long distance calls.  Will try later.


Description:
Spoke w/ Jim.  Rescheduled payroll mtg.  Asked about luncheon.  Things have been hectic so will have to let me know next Tues.


Description:
E-m'd Thomas to ask if he will be attending luncheon & get details for my proposal.


Description:
E-m'd Abby to try to schedule mtg w/ payroll.


Description:
E-m'd Judy to see if she is coming to the luncheon.


Description:
E-m'd to see if Julie is coming to luncheon.


Description:
E-m'd to see if she is coming to the luncheon.


Description:
E-m'd Sherri to see if anyone is coming to the luncheon.  Came back undeliverable. E-m'd Karen.


Description:
E-m'd  to find out if they are coming to luncheon.


Description:
E-m'd to find out if Tucker is coming to luncheon and has taken a look at the seminar topics.


Description:
E-m'd to see if Eve is attending luncheon and try to schedule initial enrollment.


Description:
E-m'd Jerry to see if he is attending luncheon.


Description:
E-m'd to see if she is attending luncheon and try to schedule initial enrollment.


Description:
E-m'd to see if she is coming to luncheon and to try to schedule a mtg w/ her.


Description:
E-m'd Tracey to see if she is coming to the luncheon.


Description:
E-m'd to see if she is coming to luncheon.


Description:
E-m'd Tracy to see if they are coming to luncheon.


Description:
E-m'd to see if he is coming to luncheon.


Description:
E-m'd Gerry to see if he is coming to the luncheon.


Description:
E-m'd Charlie to see if he is coming to the luncheon.


Description:
E-m'd Todd again to schedule the Hispanic seminar.


Description:
contacted Becky about scheduling a summer enrollment.  She said she was not interested at time, everyone was mbrs already.


Description:
LMTC about scheduling a summer enrollment.

Rcvd call back from Tim and he asked about June 8th, there is an all employee staff mtg.

Returned ph call and told him that was fine w/ me to give me a call back to confirm.


Description:
LMTC w/ Beth about scheduling a summer enrollment.


Description:
LMTC w/ Katie about scheduling enrollments.


Description:
Scheduled enrollment for June 12th @ 2:00.

Kanta, Will, and I went to enrollment.

1 new mbr


Description:
Spoke w/ Bill he said that everyone was members but he did wanted updated info.


Description:
LMTC about scheduling a summer enrollment.


Description:
LMTC w/ Kristina about scheduling an enrollment.


Description:
LMTC w/ Travis about scheduling a summer enrollment.


Description:
Spoke w/ Sherri and scheduled enrollment for June 15th @ 8:00.


Description:
LMTC w/ Laura about scheduling a summer enrollment.


Description:
Spoke with Jodey Link and informed her their group was approved at today's board meeting. We scheduled an initial enrollment for Tuesday, May 29th @ 8:00am.


Description:
LMTC w/ Judy about them being approved in today's board meeting, and also about scheduling intial enrollment.


Description:
LMTC again about scheduling appt for scholarship flyers.


Description:
KERNERSVILLE - Met with Denise Loflin and discussed credit union affiliation. She is interested in offering our benefits to her employees as well as mandating direct deposit to Allegacy. Company has 50 employees. She will make final decision in 2-3 weeks. Will mark calendar to follow up.


Description:
David Foster & Jennifer Betson gave presentation and held enrollment with the following results: 17 NM, 15 Chk, 12 DD, 9 P/D, 3 HC, and 1 CD.


Description:
Went to picnic hosted by Springwood.  Changes 1 person's payroll ded form and handed out 2 mbrship kits for youth accts.


Description:
Mailed 45 new mbrship kits per Elizabeth's req


Description:
LMTC w/ David about flyers for scholarship opportunities


Description:
Held second enrollment with the following results: 4 NM, 3 Chk, 3 DD, 3 P/D, and 2 Youth ACCT.


Description:
Not attending luncheon.  Busy w/ Clt race.  Confirmed Hispanic seminar date.


Description:
Pam replied.  No one from their dept will be able to attend luncheon this year.


Description:
Not attending luncheon.  Wants to mt 5/25 to show me the fields and discuss ideas.


Description:
Not attending luncheon.  Asked me to e-m seminar topics again.  E-m'd topics.


Description:
Carin replied that she will be attending luncheon.


Description:
Leslie & Ervin are not attending luncheon.


Description:
E-m'd to see if they will be attending luncheon.


Description:
Rec'd e-m asking about checking comparison in Spanish.  Also requested Balance brochures in Spanish. Received e-m from Ingrid that we don't at this time.  The only thing we have in Spanish is a products & services brochure.  All the other have been discontinued and will be revised w/ the new FIA Visa products.  Requested that Ingrid send me 45 of the productos y servicios brochures.  Also, asked when the others will be ready.


Description:
Fred cannot attend luncheon.  Asked if I could schedule a seminar.


Description:
Hoping to be able to come to luncheon but because of meetings will not be able to attend.  Asked about doing a seminar.


Description:
Spk w/ Jijm to reschedule payroll mtg per Catherine.  Tried to attend luncheon but was unable to come.


Description:
MATT: Rec'd e-m from Laura letting me know abou the management open forum mtgs.  Replied to schedule the presentation.


Description:
MAIN: Rec'd forwarded e-m from Belinda letting me know orientation will be in the auditorium today.


Description:
E-m'd to see if they will be attending luncheon.  Replied that both she & Larry would be.


Description:
E-m'd Debbie date for Hispanic seminar.  Replied to confirm date.


Description:
Rec'd e-m w/ Hispanic seminar details. E-m'd Ron to schedule Iliana to attend.


Description:
Rec'd rpely from Abby about payroll mtg.  Replied w/ more dates.  Rec'd e-m that she will be attending luncheon.


Description:
Continue to try to schedule payroll mtg.  Is going to check w/ employee relations person to see if she is available to attend as well so I can talk w/ her about offering Allegacy to employees.


Description:
E-m'd Louis to follow up on request letter.  Invited him to SEG luncheon.


Description:
E-m'd to follow up to see if request letter is ready to be picked up.  Rec'd repy to schedule time to pick up.  Picked up reqeust letter.  Completed factors to consider.  Scheduled initial enrollment.  Interofficed letter.


Description:
E-m'd to confirm date for initial enrollment.


Description:
Completed Survey: Did not mark interested in any products.  Corporate is in PA.  Do hold open enrollments.  Did not mark whether or not he would like Allegacy to attend. Do have intranet.  Would not allow Allegacy info on intranet.  Corporate processes payroll.


Description:
Charlie registered on online registration for luncheon.


Description:
Completed survey: Interested in Disability - Short Term, Disability - Long Term, Life Insurance, Pet insurance, Payroll Services. ADP currently processes payroll.  Name has changed to Forbo Siegling.


Description:
Completed survey: Pat O'Hara is HR Rep.  Kristen Slocomb is the person I should contact about product offerings.  Corporate is not in another state.  Paychex processes payroll.


Description:
Completed survey: Interested in Best Doctor's Program, Pet Insurance.  Corporate is in MN.  Phone number is 612-607-1700.  Do have an intranet site.  Will not allow Allegacy info on it.  Do hold open enrollments for staff.  Did not mark whether or not she would allow Allegacy to attend.  Ceridian processes payroll.  Mentioned that she enjoys working with the Huntersville branch.  All the employees are helpful.


Description:
Completed survey: Not interested in any products.  Hold open enrollments.  Does want Allegacy to attend.  Held in Oct/Nov.  Do have an intranet site.  Did not mark whether or not would allow Allegacy info on it.  Payroll is processed in house.


Description:
Completed survey:  Interested in hourly short term disability, hourly long term disability, long term care, cancer insurance, vision insurance.  Possibly 401K.  Scurry processes payroll.  Would like Balance brochures in Spanish.


Description:
Shari & Sarah attended Seg Luncheon.  ADP processes payroll.  Eric Lewandowski is the corporate controller.  He handles payroll.  His e-m is elewandowski@carolincat.com


Description:
Rec'd e-m from Shari that she spoke w/ Eric Lewandowski and mentioned that I would be contacting him regarding our payroll service.


Description:
Held enrollment with the following results: 3 NM, 3 Chk, 2 DD, 4 P/D, 2 HC, 1 Mort, and 1 AIG.


Description:
Spoke w/ Kathy and scheduled an appt on June 13th @ 8:30.  Jonathon Schultheiss from Principal Fin Group will be in attendance.


Description:
Left vm msg for Leslie about penetration.


Description:
Spk w/ Jim.  Rescheduled payroll mtg to Thursday, May 31 at 10am.


Description:
E-m'd Abby to invite her to meet w/ Catherine & me about payroll.  Also tried to schedule mtg w/ her & employee relations person, Kristen.


Description:
Spoke w/ Beth Archie and she is concerned about us not be able to service all her areas.  She is going to discuss w/ HR and benefits and will call back a little later.


Description:
Spoke w/ Lee Ann and we made an appt for 401 K benefits for June 13th @ 1:30.


Description:
Mailed 15 new membership kits at Janice Johnson's request.


Description:
LMTC w/ Lori about ice cream social.

Spoke w/ Donna and scheduled Ice Cream Social for 06/21 @ 2:00-4:00.


Description:
Rec'd e-m that Charlie & Lori are available to meet May 31.  Will meet at their office at 1:30p.  Asked me about info needed ahead of time to make most of mtg time.  Only has 1 hr to meet.  Talked w/ Catherine.  Gave her info about company to prepare for mtg. Will  e-m me questions to find out before mtg.


Description:
E-m'd Gail an update on Spanish marketing materials.  Told her I will deliver Balance brochures and basic products and services brochures when I get them next week.  Also, told her marketing is working on a special Spanish marketing piece for Charlotte empoyees and asked for input on what she thinks would be good to include.  Asked if we could go the sites and talk to the employees on their breaks or lunches.  Replied that the owner is very particular about their time on job sites.  Still thinks a raindate class is our best option.


Description:
E-m'd Todd to get location of seminar to add to poster & number of Hispanic employees. Replied that they have 6 employees and the seminar will be in the breakroom.


Description:
CHARLOTTE - Met with Mike Hall and discussed offering credit union benefits. He was especially interested in how we could serve his employees in other states as well. He seemed positive toward Allegacy and asked that I follow up within the next 2-3 weeks. Will mark calendar.


Description:
WINSTON-SALEM - Left a voicemail for Sam George to follow up with him regarding our meeting earlier this month.


Description:
WEST JEFFERSON - Spoke with Linda Autry and informed her that we were previously unabled to approve her group due to location problems. However, since there are no other local credit unions in West Jefferson that can serve the employee's needs, I requested that Linda submit their affiliation paperwork to see if we can get them approved. They have already signed on to work with JBA Benefits.


Description:
Tom is out of the office today.  Will try again next week.


Description:
5/23 Spk w/ Iliana about seminar details.  E-m'd a list of topics to discuss.  E-m'd Ingrid to ask her to translate SEG poster to Spanish. 

5/24 E-m'd Debbie to get seminar location and number of employees attending.  She replied that we will be in the Fab Training Rm & there will be 24 employees attending.

5/29 E-m'd poster to Debbie.


Description:
Spoke with Javier Vasquez about business loans for their new office location in downtown Winston. I have discussed with Hil Cassell and made referral.


Description:
E-m'd Eric to try to schedule a meeting or introduction Thursday.


Description:
Held enrollment with the following results: 3 NM, 3 Chk, 3 DD, 3 P/D, 1 HC, 1 mort, and 1 real estate referral.


Description:
GREENSBORO - Emailed Shanna Whitaker to follow up on adding credit union benefits. I also requested we schedule a telephone conference with Catherine Peterson to put together a quote for Payroll.

Received an email back from Shanna stating that she would like to affiliate and will work out details with me soon. She requested I contact her again in 2 weeks. Will mark calendar.


Description:
Left vm msg confirming payroll mtg tomorrow.


Description:
E-m'd and called to cancel our seminar this morning.  Debbie rec'd e-m from Hispanic mgr this morning letting her know that none of the Hispanic employees were going to come.  She said he tried to tempt them w/ the food but none of the 24 employees were interested.  Friday she e-m'd me w/ a count of 24.  Asked about doing a seminar for the English speaking employees.


Description:
WINSTON-SALEM - Emailed Sam George to follow up on adding credit union benefits.


Description:
Gave presentation and held enrollment with the following results: 2 NM, 3 Chk, 3 DD, 3 P/D, and 1 HC.


Description:
Left a voicemail for Camilla Wheeler to schedule an enrollment for June/July 2007.


Description:
Left a voicemail for Doug Constable to follow up on scheduling an enrollment for June/July 2007.


Description:
Spoke with Evette Scales to follow up on scheduling an enrollment for June/July 2007. She has OK'd it, but still wants confirmation from Ken that he is OK with it. I sent Ken an email with several available dates.


Description:
Scheduled a credit union educational presentation and enrollment for Thursday, June 14th from 2:30-5:00pm. Smith Barney and BB&T will also be in attendace discussing 401Ks.


Description:
Catherine & I met w/ Charlie & Lori to discuss payroll services.


Description:
Catherine & I met w/ Jim to discuss Allegacy payroll services.


Description:
5/24 Rec'd e-m requesting we reschedule mtg.  5/26 Rescheduled for 6/14.


Description:
Spk w/ Tom.  Has indirect lending pwork on his desk to complete.  Asked me to check back in two weeks to see if they are interested in offering Allegacy to the employees.


Description:
spoke w/ Tim and confirmed.  We are to go to TCI at 11:30 for picnic.

Sav 2
Cking 2
Dir Dep 2
Pay Ded 2
HC 1


Description:
Scheduled to attend their annual benefits fair on Wednesday, July 18th from 7:30am - 3:00pm. Jennifer, William, and Kanta will be in attendance.


Description:
Spoke with Judy Sigmon about scheduling an enrollment for June. Because of Summer camps currently in session, it is difficult for her staff to take time away from the kids; however, she will check on their interest level and see if we can schedule an early morning or late afternoon enrollment. She was very positive about the credit union and asked that I follow up in another week.


Description:
Left a voicemail for Connie Carden to schedule an enrollment for June.

Connie called back and said she would be happy for us to visit in July, and asked that I follow up the last week of June to schedule.


Description:
Spoke with the HR assistant who informed me they are in the process of hiring Gail Anderson as the new Human Resources Director. She felt sure we could do an enrollment this summer, but asked that I follow up in July with Gail once she has had a chance to get settled.


Description:
Left a voicemail for Cheryl McKinney to schedule an enrollment for June.


Description:
KERNERSVILLE - Left a voicemail for Denise Loflin to follow up on affiliation and direct deposit options we had previously discussed.


Description:
Left a voicemail for Denise Pruitt to schedule an enrollment for June.


Description:
Left an additional voicemail for Camilla Wheeler to schedule an enrollment for June.


Description:
Left a voicemail for Janice Vogler to reschedule a lunch & learn for June.


Description:
Left a voicemail for Jennifer Alley to follow up on scheduling an enrollment for June.


Description:
Left a voicemail for Leo Hurst to schedule an enrollment for June.


Description:
Left additional voicemail for Donna Shelton to schedule an enrollment for June.


Description:
Left a voicemail for Theresa Hauser to schedule an enrollment for June.


Description:
Camilla Wheeler called back and informed me she no longer handles HR functions. She said Kristy Hodges will be our new contact and asked that I follow up with her. I left her a voicemail about scheduling an enrollment.


Description:
Left a voicemail for Lori Jarvis to schedule an enrollment for June.


Description:
Left a voicemail for Susan Scruggs to schedule an enrollment for June.


Description:
CLEMMONS - Left a message for Wayne Prater to follow up on adding credit union benefits.


Description:
GREENSBORO - Spoke with Michelle Belcher to receive an update on adding credit union benefits. She said there is still interest, but it continues to sit on the backburner. I mailed her a personal card along with an Allegacy goody to help encourage things to move forward. She asked I follow up again in about 3-4 weeks.


Description:
Left a voicemail for Tim Rigsby to schedule an enrollment for June.


Description:
Received a message from Denise Pruitt stating that she would like to schedule an enrollment with us around July 16th. She asked me to follow up in 2 weeks to confirm the time.


Description:
Spoke with Alison Funke, our new contact, and requested a date to hold an enrollment. She said we could come out later in June or July and asked that I email her additional information on Allegacy, since she is new to the company. I also sent her a listing of available dates for our visit. Will follow up next week.


Description:
Spoke with Spencer Fox about scheduling an enrollment for June. He said that would be fine and asked that I coordinate it through Debbie Boyles, HR Manager. I am emailing Spencer our info today and he will have Debbie contact me about potential dates.


Description:
emailed Loretta to get an update on where the search for a credit union is. I told her we had some new specials for June and went into detail on the low doc mortgage program.


Description:
Left a message for Barbara Reece to schedule an enrollment for June.


Description:
LMTC w/ Sue about schduling a summer enrollment.


Description:
LMTC w/ Allison about scheduling a summer enrollment.


Description:
Spoke with Robert Bellias, who is their new finance director about scheduling an enrollment for June. He was very interested in us visiting this month and said he would confirm a date with Gwen next week. Will mark calendar to follow up.


Description:
LMTC w/ Kim about scheduling a summer enrollment.


Description:
ADVANCE - Left a voicemail for Terri Cheek to schedule a lunch meeting to discuss potentially adding their membership to the credit union.


Description:
Theresa returned my call and we scheduled a staff presentation for Tuesday, July 10th at 10:00am. We will not be allowed to stay afterwards; however, she reserved a conference room for us on Wednesday, July 11th at 10:00am to enroll employees.


Description:
Received a call back from Evette Scales and we tentatively scheduled an enrollment for Wednesday, June 27th from 11:00-1:00pm. She will call back next week to confirm.


Description:
E-m'd again to confirm initial enrollment.


Description:
Was told that they do not promote AFCU anymore.


Description:
Spoke w/ Elain and she said to call back in 2 weeks.


Description:
Spoke w/ Chris and she said to call back in July


Description:
Robin does not want an enrollment. She is working with Catherine on payorll


Description:
Harrel wanted payroll stuffers to put in checks but no enrollment.


Description:
LMTC w/ Patsy about scheduling an enrollment.


Description:
Will LMTC about scheduling an enrollment.


Description:
Will spoke w/ Wanda and she said that she did not want an enrollment.  He could mail some mbrship packets.


Description:
LMTC w/ Marlene about scheduling a summer enrollment.


Description:
LMTC w/ Jamie about shceduling a summer enrollment.


Description:
LMTC w/ Peter about scheduling a summer enrollment.


Description:
Scheduled appt on July 10th @ 3:30-4:00.
Emailed flyer


Description:
Spoke w/ Susan and she said that their has beem a lot of personal changes.  She will call back after she checks to see if this is even possible now.


Description:
Scheduled to attend Wellness Fair on Aug 2nd from 12:00-6:00 pm.


Description:
Spoke w/ Jody and she said that they have not hired anyone new.  Call back in a few months.


Description:
Spoke w/ Lisa and she said that summer is a VERY busy time.  Call back in Sept.  Made a note!


Description:
LMTC w/ Barbara about scheduling a summer enrollment.


Description:
Spoke w/ Matilda and I am to call back in a week.  She is going to check for interest.  Marked the calendar.


Description:
Spoke w/ Celeste and she asked that she be taken of the list to call about enrollments.  If she allows us to come on sight then it brings up conversation why they do not offer more options.  She asked about all employee emails.


Description:
LMTC w/ Jessica about scheduling a summer enrollment.


Description:
Spoke w/ Todd and scheduled enrollment for July 17th @ 10:00.


Description:
Spoke w/ Gale and scheduled an enrollment for Aug 22nd @ 8:30.


Description:
Spoke w/ Sam and she is not interested in holding an enrollment.  He said there has been no turnover, and no new hires.


Description:
emailed Mark available dates per his req.


Description:
Bill is no longer employed w/ company.  New contact is Debbie, and I left her a message to return phone call.


Description:
LMTC w/ Wanda about scheduling summer enrollment.


Description:
LMTC w/ Mr. Dobbins about scheduling our intial enrollment.


Description:
Spoke w/ Terri and she said she liked payroll stuffers instead of enrollment.  Mailed her stuffers, and mbrship kits.


Description:
Spoke w/ Lee he said that they are fine, no need for an enrollment nor seminars.


Description:
LMTC w/ Patience about scheduling a summer enrollment.


Description:
Spoke w/ Jackie, and she req we send a few packets instead on an enrollment.


Description:
LMTC w/ Joyce about scheduling a summer enrollment.

Received phone call back and I am to call the week after Jul 4th.


Description:
Rec'd e-m requesting color copies of poster.  E-m'd David to see if he can print to the color printer.  David replied that he could.  E-m'd him poster and company address.


Description:
Tried to contact Linda; didn't leave a message.  E-m'd.  If I don't get a response, next step is to drop by.


Description:
Kathlene talked w/ Mary.  Mary doesn't see a need to add an additional cu at this time.  Currently offer Summit.  Kathlene suggested we meet to give her some more information to take back to Mary.  I need to highlight a few benefits to offering us in addition to Summit as well as how small the time investment would be.


Description:
Evette Scales called and confirmed we would move the enrollment date to Friday, June 29th from 10:30-1:30pm.


Description:
Received an email back from Alison stating that now is not the best time for an enrollment, however, she would like to have us come out in the Fall of 2007 when their busy season slows down. Will mark calendar to follow up then.


Description:
LMTC w/ Carole about scheduling a summer enrollment.


Description:
Will called about scheduling a summer enrollment, and LMTC


Description:
Rcvd phone call back and there has been some mess up's on employee's acct.  Due to this he wants to hold off on any enrollments for now.


Description:
Rita and I met with Angeles to discuss a partnership. We would like to hire a spanish speaking individual to work in her office rpvoiding financial education to the immigrants that are moving into the Charlotte area. She is going to research some options and costs and get back with me.


Description:
Kanta LMTC about scheduling enrollment for Teresa Clarke.


Description:
Spoke w/ Dave and he is checking on a date.


Description:
Kanta scheduled appt for 6/19.

held enrollment, no one signed up they do not allow dir dep nor pay ded.


Description:
Spoke w/ Carrie and she said call back on 06/18


Description:
Kanta spoke w/ Myrtle and she said that she would call us back if interested.


Description:
KERNERSVILLE - Kelly Cozart is sending Denise a demonstration of our payroll system via secured website. Denise commented that if it is easy to use then she is willing to affiliate with Allegacy and will require all employees to direct deposit their paychecks to us.


Description:
Kanta spoke w/ Sandy and she said to contact them back in 3 weeks.


Description:
Kanta called and she said to call back in Sept.


Description:
Kanta called Dawn and she said that she would check the interest and call back.


Description:
Kanta LMTC w/ Ron about summer enrollment.


Description:
Kanta called and they said to call back Lisa Allen in a few weeks (2nd week of July).


Description:
Kanta spoke w/ Candace and she said to call back later in the month.


Description:
WINSTON-SALEM - Emailed Jon Bowman regarding possible affiliation with Allegacy. This was a follow up to his request for information via our website.


Description:
WINSTON-SALEM - Left a voicemail for Jon Bowman to follow up on adding credit union benefits.

Jon returned my call and we discussed offering benefits. He is very interested and asked me to send him our information packet. He will present it to the company's president and give me a final decision within the next 2-3 weeks. This company has 20 employees.


Description:
WINSTON-SALEM - Followed up with Sam George on adding credit union benefits. He is interested in our services and wants to make sure the rest of his management team is ok with moving forward. He is going to call a meeting to discuss and will have a final decision for me in the next 2-3 weeks. Will check back then.


Description:
WINSTON-SALEM - Mailed Tracy Glenn a personal letter requesting we schedule a meeting to continue discussing adding credit union benefits.


Description:
GREENSBORO - Followed up with Mary Allred and she again confirmed she would like to affiliate with Allegacy; however, she is going out on maternity leave and will not return until October. She said she will be sure to move us forward affiliation as soon as she returns. Will mark calendar to follow up this Fall.


Description:
Left a voicemail for Revonda Reed to confirm that Gentiva Home Health had purchased this affiliate of Baptist Hospital. I requested more information on their new owners and mentioned we would need new paperwork.

Revonda returned my call and confirmed they were being purchased by Gentiva effective June 29th. Joyce Martin in Atlanta will be the regional Human Resources contact (770) 951-6114.


Description:
Kanta, Will & I went to enrollment on 6/12:.  

Set-up in breakroom saw 6 ppl.  4 of the 6 were members already, and we asked about cking, & holiday clubs.  Also told them ALL about $50 promo.  1 non mbr took a mbrship kit, she was just curious, and the other took an app for son to open a youth acct.

Spoke to Dean about becoming a mbr himself and us paying his $5, he said he would consider it.

It was VERY busy in the lobby, consider another time of day.  Although he chose the date & time.


Description:
Gave presentation on savings and retirement to approximately 20 employees on 1st shift. Held enrollment afterwards with the following results: 4 NM, 2 Chk, 2 DD, and 4 P/D,


Description:
I Followed up with a phone call on 6/7 and 6/15 to check the status of their search for a credit union. I left information about our lo doc mortgage program for her.


Description:
Will, Kanta and I attended enrollment this morning.  We gave a presentation w/fol results: 

2 new mbrs
2 cking
1 dir dep
2 pay ded
1 od
1 mort

A couple of ppl took mbrhsip kits home to talk over w/ spouse.


Description:
Left a voicemail for Joyce Martin to discuss receiving new paperwork from Gentiva Health Services, which recently purchased Baptist Home Health Care. Gentiva also owns 2 other practices in the area and I mentioned we could offer our same credit union benefits to them as well.


Description:
WINSTON-SALEM - Left a voicemail for Jim Robinson to follow up on the information packet sent. He originally contacted us regarding affiliation via website. This association is an affiliate of the Forsyth County Bar, which is a current SEG.


Description:
Left a voicemail for Stan to thank him for allowing us the opportunity to visit yesterday. I also gave him some available dates for next week to meet with Catherine Peterson from Payroll. He is interested in pay cards and possibly additional payroll services.


Description:
CHARLOTTE - Emailed Mike Hall to follow up on our meeting in late May. I requested an affiliation update and provided him with additional servicing information for his plant locations.

6/19/07 - Received an email back from Mike stating that there was not much of an update, but he did say to keep checking with him as the credit union is a benefit he would like to see in place. He remains positive about offering Allegacy.


Description:
6/12 Rec'd e-m from Marlene w/ suggestion for poster.

6/13 E-m'd changes.  Rec'd reply from Marlene.

6/15 Rec'd new color posters.  Asked about details for enrollment next week.  

6/18 Replied w/ details.


Description:
6/10 E-m'd to get details for mass e-m verbage.  E-m'd Leesa request.

6/18 Rec'd verbage from Cheryl.  Forwarded to Thomas.


Description:
Beth called and we scheduled to attend their orientation fair on Monday, July 30th from 12:00-2:00pm. It will take place in the commons building near Babcock Auditorium.


Description:
GREENSBORO - Emailed Shanna to follow up on adding credit union benefits.


Description:
GREENSBORO - Spoke with Carol Owens about possible affiliation. This was a follow up to our discussions last year. They already have Wachovia-At-Work in place, but she commented she wants more accessible ATMs. I emailed her a listing of no-surcharge ATMs within a 7 miles radius of her campus, along with additional information on Allegacy. Will follow up in 2 weeks.


Description:
GREENSBORO - Spoke with Linda Wade about possible affiliation with Allegacy. She commented they are already affiliated with Summit Credit Union and several of their company officers sit on the board at Summit. Due to the conflict of interest, she has declined any additional credit union offerings. Will mark as lost.


Description:
Spk w/ Joyce.  Hasn't found the right person yet to ask if they can offer a local credit union.  I offered to contact the HR dept in Colorado but Joyce prefers that she do it herself.  Suggested I check back w/ her in 2 wks.


Description:
Spk w/ Tom.  Asked me to call him Friday to complete factors to consider form and discuss the process of affiliation.  He hopes to have the indirect lending pwork sent off by then.  Denise Laughman x1092 does payroll in house.  E-m'd request letter to Tom.


Description:
WINSTON-SALEM - Emailed Jim Robinson to follow up on my voicemail last week to discuss possible affiliation with Allegacy.

Received an email back from Jim stating that he is taking our information to the executive committee this summer and hopes to have an answer within the next month or so. I mailed him our sales kit.


Description:
Spoke with Joyce Martin from Gentiva about receiving new affiliation paperwork for the June 30th transition from Baptist Hospital Home Health. We also discussed adding credit union eligibility to Gentiva's other local offices in Winston-Salem, Greensboro, Kernersville, and Charlotte. I sent her an email with the necessary paperwork.


Description:
Spk w/ Tracy.  Jackie is interested in getting bids on payroll.  She plans on sending a sheet w/ the services she would like to vendors who have expressed an interest in doing their payroll to get bids.  They do not have a time frame.  Budget has been set this year.  Will include me in the bidding process.  Currently w/ ADP.


Description:
Rcvd a call from Susan stating that they are going through some construction and now is not a good time to hold an enrollment.


Description:
KERNERSVILLE - Spoke with Denise Loflin and she informed me they have decided to affiliate with Allegacy. She will submit paperwork within the week. We also scheduled an initial all-staff presentation for Tuesday, June 26th at 7:00am. An enrollment will not be allowed at that time, but she will look into allowing us on-site at a later date possibly in Fall. For now, she asked that we direct her employees to the local branches in Kernersville to open accounts.


Description:
Emailed Denise Pruitt to follow up on scheduling an enrollment for mid-July 2007.


Description:
WINSTON-SALEM - Spoke with Margaret Byrd about possible affiliation with Allegacy. I am sending her our information packet today and will follow up next week. She expressed interest in our services. They have 80 employees.


Description:
E-m'd Leslie to try to schedule mtg to discuss how we can strengthen our relationship.  E-m'd Ervin about payroll services.  Rec'd reply from Leslie w/ possible dates for meeting.


Description:
Donated $50 Target gift card to their annual staff appreciation day.


Description:
Left vm msg to let him know they have been approved and to schedule initial enrollment.


Description:
Denise returned my email and we scheduled an enrollment for Thursday, July 26th from 2:00-4:00pm and Friday, July 27th from 6:00-8:00am.


Description:
Stopped by their office with a cookie tray and introduced myself to Debbie Cox as her credit union contact. I will follow up with her in a few weeks to schedule an enrollment.


Description:
Stopped by office with a cookie tray and introduced myself as their credit union contact. I will follow back up in a few weeks to set up an enrollment.

Also emailed Greg the mortgage rates per our conversation.


Description:
Stopped by office with a cookie tray and introduced myself as the new credit union contact. Will call back to schedule an enrollment soon.


Description:
Stopped by with a cookie tray and introduced myself as their credit union contact. Will follow up to schedule an enrollment.


Description:
Stopped by with cookie tray and introduced myself as their credit union contact. I will call back soon to schedule an enrollment.


Description:
Stopped by their office and introduced myself as their credit union contact. Left business card.


Description:
Stopped by with a cookie tray and introduced myself as their credit union contact. Dan Carroll was recently transferred to another state and they are currently looking to replace his position. I will follow up in a few weeks to receive an update.


Description:
Andrea Davis returned my phone call and we schedule an enrollment/mandatory direct deposit drive for Monday, June 25th from 5:45-7:15am and Tuesday, June 26th from 1:30-3:30pm.


Description:
Noticed in paper that Pepsi is adding 150 new employees.  Called Clare and taked w/ her about this and she said that it was going to be a 3 month process.  I will call her back in Sept.  I also asked her about the financial fair and she said at this time they have not talked about it, but she will keep us in mind.


Description:
Spk w/ Tom.  Completed factors to consider form.  E-m'd Belinda.  Will pick up request letter Monday.  Contacted Denise about payroll.  Not interested in outsourcing payroll.


Description:
ADVANCE - Emailed Terri Cheek to request a lunch meeting to discuss potential affiliation with Bermuda Run's members.

Terri returned my email citing concerns over residents' privacy with the distribution of names and addresses for marketing purposes. I emailed her back several solutions that we could opt for in the initial roll-out, that would not be intrusive to anyone's privacy.


Description:
Kanta & Will went to enrollment on June 25th, signed up 2 new mbrs, & 1 cking.

Also learned Dir Dep nor pay ded is no longer allowed by this company.  Going to make note to contact in a couple of weeks to discuss exception payroll option.


Description:
Jennifer and I held enrollment for 3rd shift with the following results: 3 NM, 2 Chk, 3 DD, and 1 P/D.


Description:
Picked up request letter and indirect lending pwork.  Interofficed request letter to Belinda; indirect lending pwork to Ken Elkins.


Description:
KERNERSVILLE - Received affiliation paperwork. Gave presentation to approximately 50 employees to introduce the credit union as a new employee benefit. Will hold a special enrollment at the Kernersville branch for employees in late July.


Description:
Will & Kanta went to enrollment held on 06/25.

results:
New Mbr's 3
Cking 2
Pay Ded 3
HC 1


Description:
Scheduled a payroll meeting with Catherine Peterson for Tuesday, July 3rd @ 2:30pm.


Description:
Spk w/ Christina about payroll.  Not interested.


Description:
E-m'd Kathlene to find out who the payroll contact is.


Description:
E-m'd Ervin about payroll.  Replied that Marlon is no longer w/ company.  Contact is Thai Boyd.  Spk w/ Thai.  Interested in joining credit union.  E-m'd fc to have app faxed to her.  Scheduled payroll mtg 7/5 after mtg w/ Leslie about cu.  Thai is going to invite controller, Don Belcher, to attend.


Description:
GREENSBORO - Emailed Shanna to follow back up on affiliation. I also gave her key dates on when we need to receive affiliation paperwork by for the board meeting.


Description:
Left a voicemail for Robert Bellias to follow up on scheduling an enrollment for July 2007.


Description:
Emailed Joyce Martin to follow up on adding credit union benefits to Gentiva's Triad/Charlotte locations.


Description:
WINSTON-SALEM - Emailed Margaret Byrd to follow up on the information packet sent regarding affiliation.


Description:
LMTC w/ Kristy to schedule summer enrollment.


Description:
LMTC about scheduling an appt w/ JBA and also an enrollment.


Description:
WINSTON-SALEM - Received an email back from Margaret stating that she did not receive the information packet. I dropped off a new one this morning, and we scheduled to meet on Wednesday, July 11th to discuss offering benefits.


Description:
ADVANCE - Emailed Terri Cheek to follow up on potential offering credit union benefits to Bermuda Run residents. I requested we get together for lunch to discuss further.


Description:
WINSTON-SALEM - Left a voicemail for Jon to follow up on affiliation. I requested a meeting for next week to continue discussing our services.

Jon returned my call and will prepare the affiliation paperwork next week. He will follow up with me then and we'll schedule a time to meet and pickup papers.


Description:
I attended their board meeting to present a check from the Northwest Chapter of Credit Unions for 9,000 that was raised at our golf tournament in May. Presented to Nan Griswold.


Description:
ADVANCE - Terri returned my email and stated they will not affiliate because they have a 'no solicitation' policy for their residents. She commented other banks have requested partnering in the past, and Bermuda Run has turned them down as well.


Description:
Held enrollment on 06/19:
5 savings
2 cking
1 LOC
1 HC
1 PD
1 DD
2 Cert


Description:
RCVD by fax 2 savings, 2 cking, 2 dir dep, 2 pay ded


Description:
Attended enrollment:

5 sav
4 cking
4 pay ded 
2 dir dep
1 HC
1 LOC
1 AIG


Description:
Kanta, Will & I went to enrollment.  We had 5 ppl come by, signed up 2 new mbrs, 2 HC,  3 pay ded.


Description:
Spoke w/ Susan and she and I are going to lunch on July 5th @ 12:00.


Description:
emailed Rose asking to take her to breakfast/lunch to meet her and introduce myself.


Description:
emailed Wendy asking her to lunch/breakfast so I could meet her and discuss allegacy.


Description:
LMTC w/ receptionist about scheduling an enrollment.


Description:
LMTC w/ Judy to schedule initial enrollment.


Description:
LMTC w/ Sarah about scheduling the intial enrollment.


Description:
LMTC w/ Linda about scheduling an enrollment.  Her Vmail did indicate she was on vacation this week.


Description:
LMTC on vmail about enrollment.  Her Vmail indicated she would be out of the office from June 29th until July 11th.


Description:
LMTC w/ Greg about scheduling an enrollment.


Description:
LMTC w/ Cynthia about scheduling an enrollment.


Description:
LMTC w/ Debbie about scheduling a JBA benefit meeting.


Description:
WINSTON-SALEM - Left a voicemail for Sam George to follow up on adding credit union benefits. A final decision on affiliation is expected soon.


Description:
WINSTON-SALEM/TRIAD - Spoke with Joyce Martin to follow up. She is planning on submitting affiliation paperwork for additional North Carolina offices and name change. Other locations include: W-S, Greensboro, and Charlotte.


Description:
Spoke with Randy and requested for him to email me a list of his current employees who are members with Allegacy, to correctly code them in Focus. (They are currently coded under an association)


Description:
LMTC w/ Judy on 6/18 & 6/28 about JBA benefits.


Description:
LMTC w/ Kathy about JBA benefits meeting, her vmail indicated she will be out of the office until 07/09.


Description:
LMTC w/ Jennifer ON 06/18 & 06/28 about JBA benefits.


Description:
Jennifer Sealey no longer works w/ the company.  The job has changed, and no one will be filling her position.  About Allegacy Services, all of this is handled from corporate.  I called their number 858-587-1121, and they said that they are not interested in this.


Description:
Contacted Debbie and she said that there is no way that we can conduct an enrollment.  All the employees are all over the place, they do not come by Securitas before they go to their work place.  I recommended payroll stuffers.  Mailed payroll stuffers.


Description:
Spoke w/ Allison and scheduled an appt. for 07/19.


Description:
Spoke w/ Kim about scheduling an enrollment.  She is going to check w/ her manager and call me back.


Description:
Spoke with Denise and scheduled a special promotions/enrollment day for Loflin employees at the Kernersville Main Street branch on Monday, June 23rd from 11:00-2:00pm. We also discussed direct deposit options and Jan Harding-Baker is preparing a quote for payroll.


Description:
Belinda and I went to visit the HR rep and introduce ourselves.  She was not available, but did learn her name is Jill Welsh and we left her some cookies, and gift.  

Will follow up w/ phone call.


Description:
Met with Stan Koonts and introduced Jan Harding-Baker to him to discuss payroll options. He is going to file our materials, but informed us that as of yesterday, they ended up signing a contract with ADP. Stan was not aware that the company's owner had contacted ADP.


Description:
CU: Met w/ Leslie to talk about strengthening our relationship.  Possibly doing benefits fair in November this year.  Have quarterly meetings but cannot fit us in because of so much info.  Talked about doing lunch and learn if there is any interest.  In the past hasn't had any interest in doing any type of lunch and learn.  Also, discussed ice cream promo.  Would plan on 100 if we do ice cream and best time would be 12:30-2:30p in the volunteer lounge.  Leslie also gave me other area contacts.  See notes. Asked for 50-100 At Work Flyers and 10 Mbr Packets.   
PAYROLL:  Jan and I met w/ Thai and Don.


Description:
E-m'd Leslie to schedule date for ice cream promo.


Description:
MOCKSVILLE - Received a message via website that this company was interested in additional information on our benefits. I emailed Kim Williams to let her know I sent her an informational packet, along with affiliation letters. Will follow up by phone next week.


Description:
GREENSBORO - Left a voicemail for Shanna to follow up on adding credit union benefits.


Description:
Spk w/ Renee in payroll. She told me I needed to contact Ed Kania, controller 704-894-2210.  They currently do payroll in house but did look into it many years ago.  Ed is out of the office today.


Description:
E-m'd to try to set up mtg to strengthen relationship.


Description:
E-m'd poster for enrollment next week.  Also followed up scheduling lunch mtg to discuss lunch and learns.  Carin replied that we will schedule when I come.


Description:
Spk w/ Louis.  With a customer; will call me back.


Description:
GREENSBORO - Emailed Carol Owens to follow up on the information packet sent. I also offered to stop by and introduce myself and give badge-pulls to her staff. Will continue to follow up.


Description:
Called to follow up on seminar topics.  Does not have my e-m.  Asked me to e-m again.  Asked about payroll contact.  He does payroll.  Set up mtg.  Offered to bring lunch and learn flyer w/ me.


Description:
Spoke w/ Vicky.  Payroll is done out of corporate.


Description:
Gale Marett has been referred to Julie Reimers in JBA Benefits to discuss insurance options.


Description:
Eve is out on vacation this week.  Will try again next week.


Description:
Enrollment was scheduled yesterday.

Went to enrollment and saw 4 ppl.  That was including the SEG Rep, he was already a mbr.  The others took info but were not interested in switching their accounts over.


Description:
Kanta, Will and I went to enrollment:

3 savings
2 Pay Ded
1 HC

Saw 5 ppl, 2 came by to just say 'thanks'.  They have been mbrs since 04.


Description:
Met w/ Judy to build relationship.  There are 5 full time employees,  which these are the ones that are eligible.  Spoke w/ her about JBA which she is interested in, and she already uses Payroll.  

I signed up 1 person while I was there, for Sav, cking, & dir dep.


Description:
Tried to contact.  Out of office.  Didn't leave vm msg.


Description:
Susan and I went to lunch for relationship building.  

They are not interested in Allegacy Services.


Description:
LEXINGTON - Received a request via website for information regarding Allegacy benefits. I emailed Dwight Sink back and informed him I sent our sales kit along with appropriate affiliation paperwork. Will follow up next week.


Description:
Stopped by Denise's office to introduce Jennifer Betson at her point of contact for servicing.


Description:
Spk w/ Yasemin.  Have had a layoff & only offer 1 shift now.  They currently have 20-25 employees in Hvl & pay/supervise 15 emp in Statesville.


Description:
GREENSBORO - Received an email back from Shanna stating that she would like to affiliate with Allegacy. She has requested that we attend her next quarterly terminal managers meeting. She is preparing to submit affiliation paperwork.


Description:
Met w/ Kathlene, admin assistant HR dept & Belinda Jones, HR coordinator.  Both were very interested in offering us in addition to Summit.  Next step is to talk w/ Mary, HR Mgr.  Asked me to check back at the end of the month.  Payroll is done in house w/ Advanced Answers on Demand.  Mailed thank you note along w/ membership kit to Kathlene & Belinda.  E-m'd Kathlene to thank her for setting up the meeting.


Description:
Dropped off small box of fudge from Nona's w/ note.


Description:
Ordered cookies and prepared materials for enrollment tomorrow.


Description:
Met w/ Tucker.  Offered to bring staff pizza.  Very excited about pizza.  Scheduled enrollment.


Description:
6/27  Met w/ Thomas to discuss new sponsorship opportunities & view the fields for proposal.


Description:
MAIN: Ordered 3 types of ice cream bars at $1.75 each for ice cream promo from Heather Scovel w/ Food and Nutrition 704-384-3352.


Description:
Held enrollment on July 11th @ 9:30:

Savings 5
Cking 1
Pay Ded 5
Dir Dep 1
H/V 2

I saw 7 ppl and left a few business cards for the ppl that were too busy to stop by.


Description:
Held enrollment on 07/10:

3 savings
3 pay ded

Saw 6 ppl total and the other 3 were already members.


Description:
Will, Kanta, and I went to The Chamber, I presented a presentation.  The actual enrollment will be held on 7/11.


Description:
Went over and introduced  myself to Kevin Hoeing.  Explained to him about him being an affiliate for CU membership.


Description:
Went and introduced myself and told him about CU affiliation.


Description:
Went to scheduled enrollment.  

1 savings
1 cking
2 pay ded
1 dir dep
1 mort
1 auto ln
1 money market
2 sharebuilders


Description:
Will & Kanta went to enrollment.

1 mbr
1 cking
1dir dep
1 Aig


Description:
Mailed Carin thank you card w/ Target gift card.


Description:
Enrollment.  Signed up 9 new members and assisted 3 existing members.
3 Chk
11 Pdedn
6 H/V
1 EQT


Description:
Tried to contact Jim to follow up on interest in Allegacy services.  Didn't leave vm msg.  Will try again later. Spoke w/ Jim.  Too busy to talk right now.  Told him I would call him next week.


Description:
Spoke w/ Ed Kania, controller.  Not interested in outsourcing payroll.


Description:
Spoke w/ Jenni.  Going to check w/ John to see if I can come out to one of the upcoming staff meetings.  Recently had First Charter come out so she doesn't know, if he will want another financial institution any time soon.  Staff meetings are typically at 3p and are mandatory for the staff who is working that day. Will e-mail me in the next two weeks to let me know, if I can get on the schedule.  

PAYROLL:  Jenni does payroll in house.  Not interested in outsourcing.


Description:
Spk w/ Kathy.  Still busy w/ training.  Hopes the training will be over by end of Aug and will be able to have us come to one of her staff meetings.  In the meantime I offered to drop off materials for all the employees.


Description:
Held Sales Meeting to become affiliate w/ AFCU


Description:
Kanta and Will went to enrollment:  There was very little interest.
1 AIG ref.


Description:
LMTC w/ Brent for Connie about scheduling an enrollment.


Description:
Kanta called and she is still checking on the interest with manager.


Description:
Kanta LMTC about scheduling a summer enrollment


Description:
LMTC w/ Charles about summer enrollment.


Description:
Spoke w/ Lisa and she said that she will be hiring new staff in Jan 08, call back then.


Description:
LMTC w/ Ronnie about scheduling an enrollment.


Description:
E-m'd poster promoting pizza lunch to Tucker.  Followed up on payroll.  Asked me to check back Friday.


Description:
MAIN: E-m'd poster promoting ice cream social to Michelle.  

MATT: Presented Allegacy at managers mtg.

DR: Indian Land Primary Care - Mailed member packets, pens, & badge pulls.


Description:
Spk w/ Yasemin.  Going to check w/ supervisor now and call me right back.


Description:
Scheduled mtg w/ Discovery Kids marketing.  E-m'd Leslie to schedule ice cream promo.


Description:
Corresponded w/ Julie Reimers about retirement mtg scheduled.  Followed up w/ Nick on payroll.


Description:
Mailed member packet & Allegacy at Work brochure.


Description:
Left vm msg to confirm lunch mtg tomorrow.


Description:
Tried to contact Jim to schedule JBA mtg.


Description:
Tried to contact Gail to follow up on interest in long term care & 401 K.


Description:
Tried to follow up.  Didn't leave vm msg.


Description:
Tried to contact Deidra. Didn't leave vm msg.


Description:
Tried to contact Barbara.  Got Melissa Hicks' vm msg at Barbara's number.  Left vm msg.


Description:
Will & Kanta held enrollment on 9th street.

1 savings
2 pay ded


Description:
Kanta, Willl & I attended the benefits fair.  There was quite a bit of traffic but most of everyone said that they were members already and did not want to change nor add anything.

2 savings


Description:
Will & Kanta held enrollment:

4 savings
2 cking
5 Pay Ded
HC 1 
AIG 1
Joel Groce, VP for Administration, expressing interest in transferring his Home Equity (line) from Wachovia to Allegacy. Also tentatively interested in transferring some of investment balance; best reached between the hours of 8:30 am - 5 pm. FWDed this info to AIG.


Description:
Kanta & Will went to Foothills Family:

1 savings
3 vac
3 Pay Ded
1 personal loan


Description:
Kanta & Will went to enrollment:

1 Savings
2 Cking
1 Pay Ded


Description:
Spk w/ Thai about payroll.  Pricing is good.  She loves product.  Don is on board but has to talk w/ boss.  Waiting until after audit to make change.  Thai is hoping Sept. or Oct.


Description:
Left msg for Nick to follow up on payroll.


Description:
received a phone call from Sarah Hayden She stated that one of their board members requested that they offer members credit union as an alternative choice for their employee base. She requested that I write an overlap letter. I sent to her today.


Description:
Rec'd call from Melissa letting me know Barbara is no longer w/ the company.  Called and spoke w/ Cheri who told me their executive director is leaving so she will not be able to add anything else to her plate until next year.  Asked me to call her July 2008.  She also does payroll but currently uses ADP and hasn't had any problems.


Description:
No response.  Dropped due to lack of interest.


Description:
I left a voicemail for Joyce regarding paperwork. Gentiva bought out Baptist Home Health.


Description:
I emailed Mike to follow up on David's inquiry.


Description:
wrote to follow up and giv ethem new contact information.


Description:
I emailed Jim to follow up and giv ehim my contact information.


Description:
I emailed her to give her my contact information


Description:
I called Tom about credit union affiliation. He is a JBA client. I am sending paperwork to him in the mail today. I will follow up next week.


Description:
Ike gave me this company as a new lead. I contacted Ladd Freeman per his request. Ladd asked me to work with Kathy. I have emailed her the information on credit union affiliation and the benefits of membership.


Description:
I made company inactive.  We were contacted and told that they did not want any more mailing or phone calls to them anymore about AFCU.


Description:
Will LMTC about scheduling an enrollment 07/17.


Description:
Will called and no enrollment was scheduled she said that there was no need at this time.  07/05


Description:
Will left additional message about summer enrollment.


Description:
Found out, recently purchased by High Point Bank


Description:
emailed req asking for an enrollment, on 06/30


Description:
Will called and req date for summer enrollment.


Description:
Will called back, and they said call back in another month, 07/09.


Description:
Will called again about summer enrollment on 07/17.


Description:
Attended enrollment.  Signed up 24 new mbrs with
14 Check
9 DD
24 PD
7 H/V
1 VISA
3 AIG


Description:
E-m'd Denise to confirm enrollment 8/17 for shop employees.


Description:
Followed up w/ Nick on 401K.  Out of his hands right now.  Board is working on it.  May not be ready until next year.


Description:
E-m'd Gail to schedule mtg w/ JBA on short term and long term disability.


Description:
Left vm msg & e-m'd to reschedule JBA meeting on health ins & long term care.


Description:
Spk w/ Denise about 401K.  Thinks it is handled out of Florida but told me to check w/ Tom.  Tom is out of the office right now.  Will call back.


Description:
Spk w/ Louis.  In the middle of changing payroll systems.  Asked me to wait a month to set up enrollment.


Description:
Dropped off Allegacy at work brochures & member packets.


Description:
E-m'd Kathy to follow up on materials dropped off.  Offered to help any employees who are interested in joining fill out pwork over phone. Kathy replied she will let me know if anyone is interested.


Description:
Kanta, Will & I went to enrollment:
3 Savings
3 Pay Ded
1 Loan
1 Visa
1 money market
1 AIG


Description:
Will, Kanta & I attended:

8 savings
8 pay ded
1 cking
1 Dir Dep
5 HC


Description:
Spk briefly w/ Deidra.  On her way to a meeting.  Asked me to contact her after my vacation to talk about cu benefits.


Description:
Scheduled appt for Aug, 9th.  Debra called and cancelled appt and rescheduled for Sept 13th.


Description:
Went to enrollment on Aug 6th; there was very little interest.


Description:
Enrollment on 08/07:

1 sav
2 cking
2 dir dep
1 PD


Description:
Financial Fairs:

08/13:
HC/VC 5
PD4
AIG 1
1 HAS

08/15:

AIG 1
2 Loans

8/17:
1 Pdedn
4 AIG


Description:
Kanta went to enrollment on 08/15:

no interest


Description:
Will went to enrollment on 08/14:

did not sign anyone up.


Description:
E-m'd references per Kathlene's request.  Also e-mailed request letter.


Description:
Spk w/ Derenda who asked me to e-mail her my request.  She will forward it to the HOA board.  I e-m'd Derenda.


Description:
Caught Deidra at a bad time again.  Asked me to call her back tomorrow afternoon.


Description:
Spk w/ Jim.  Not sure if he will be able to meet Sept. 5.  May have to participate in Shout that day.  Won't have confirmation until mid next wk.  Asked me to check back next Wed.


Description:
E-m'd Gail to thank her for the voice mail msg and ask her to let me know if Sept. 5 will work for JBA mtg after she talks w/ Gail Scurry.


Description:
Rec'd vm msg from Gail letting me know she has not forgotten me but she hasn't talked w/ Gail Scurry about meeting w/ JBA.  Will get back to me after she speaks w/ Gail Scurry.


Description:
E-m'd Gay & Leslie about ice cream social.  Gay left vm msg letting me know the price has increased from $2.49 to $3.49 per person.  Offered to pay the difference or 1/2 the difference. Checked w/ Belinda.  We will pay the $3.49 per person for 125 employees.


Description:
Herman contacted me about credit union affiliation. His company works closely with RJR. He did not want to do associaiton route. I emailed information on affilialtion to him.


Description:
E-m'd Gay to request invoice.  Rec'd quote.  Interofficed check request.


Description:
Tried to contact Deidra.  Got vm.  E-m'd her.


Description:
Tried to contact Gina.  Didn't leave vm msg.  E-m'd her.


Description:
Will research first since it is a staffing company.


Description:
Spk w/ Bob.  Still hectic w/ merger.  Asked me to check back in couple months.  Knows Rite Aid has a corporate cu in PA but not sure about situation for Clt emp.


Description:
Tried to contact Amy.  Got vm msg.  Didn't leave vm msg.  E-m'd.  Rec'd reply from Amy.  Not correct contact person.  Forwarded my request to Jackie, Director of Benefits and Compensation.


Description:
Spk w/ Louise.  All benefits handled out of corporate.  Only have 15 employees at Hvl location.  Told her where we are located.  Marked lost.


Description:
E-m'd Kerry to see if Charlotte is interested in affiliating.


Description:
E-m'd Laurie to see if anything has changed and she would like to offer Allegacy.


Description:
E-m'd Gwen to find out who I should contact regarding payroll.


Description:
Tried to contact Tracy.  Got vm.  Didn't leave vm msg.


Description:
E-m'd Heidi to get contact person for payroll.


Description:
Rec'd e-m from Denise asking me to fix issue w/ Guardian, their dental insurance co.  Spk w/ Denise. Contacted me accidentally.


Description:
Spk w/ Louis.  In the middle of their payroll conversion.  Asked me to call him after the 1st to make sure everything is set and give him time to finish month end.  Will contact Sept. 5 to schedule enrollment.


Description:
E-m'd Eve to explain that we are their cu and schedule mtg to go over benefits.


Description:
Rec'd request from Gay asking to have check mailed to her instead of Eurest Dining Services.  E-m'd May who had already cut check but hadn't mailed.  Going to mail check to Gay who will forward it to Eurest.  Called Gay to let her know she will be receiving check.


Description:
Spk w/ receptionist.  Name changed from Centex Construction to Balfour Beatty Construction.  E-m'd new HR director, Zaira to try to schedule into mtg and get name change letter for NCUA.


Description:
Left vm msg for Jim about mtg w/ JBA Sept. 5


Description:
Left vm msg for Jim trying to schedule mtg w/ JBA.


Description:
Met w/ Kim.  Wants to affiliate.  E-m'd pwork.  Also interested in meeting about payroll & talking w/ Allegacy Realty.


Description:
I contacted Cathy because David Cassels had asked Bryan Andrews about affiliation. I explained to her our benefits and provided her with information in the mail to follow up. She told me they have an existing relationship with truliant and that their staff does not currently use them.


Description:
I contacted Kathy to see if she needed any additional information or had questions on the materials I have sent to her.


Description:
After speaking with Pat Valentine, stopped by to introduce myself & drop off 25 membership kits.  Pat asked about doing seminar in the near future.  Will follow up on time frame.


Description:
Called April and told her that she was approved.  Had to LMTC and told her that we would like to req a time to come out and hold an intial enrollment.


Description:
LMTC w/ April again and scheduling the intial enrollment.


Description:
Attended employee day.  1st time to meet Dennis Libes.  Enrolled 2 new members; total of 4 checking accts and 1 vehicle loan refinance application.


Description:
Spoke w/ Wanda, talked about us coming on September 20th from 10-2 for an informational session.


Description:
UPS'd membership kits to Ran per her request.


Description:
Spk w/ Denise to make sure everything is going well with cu.  She hasn't heard anything negative from the employees and everything is good on her end.


Description:
Stephanie is out of the office for the next couple weeks.


Description:
HR dept has been eliminated since they merged w/ Presby.  Presby HR handles all benefits.  E-m'd Vicky Stokes to see if we can do an enrollment.


Description:
MID CAROLINA CARDIOLOGY: E-m'd Vicki Stokes to see if I can do an enrollment since they are now eligible through the merger w/ Presby.


Description:
E-m'd Barbara. Rec'd reply that they are not interested.


Description:
LMTC w/ Jill about scheduling at time so we can chat about who and what AFCU is.


Description:
Left vm msg to schedule an enrollment w/ pizza.


Description:
Left vm msg introducing myself as the Charlotte representative and following up.  Mike returned my call.  He has submitted the info to upper management but everything is on the back burner right now.  Asked me to follow up next quarter.


Description:
Stopped in to introduce myself & Allegacy.  F/U on W-S Journal article that company has recently opened.  Met Beth Waddell (President) and discussed CU membership.  Plans to have about 20 Ees once they are fully staffed.  Also has locations in Wilkeboro (6) & Charlotte (9).  Will discuss w/employees to gauge level of interest.  Plan on getting back in touch wk of 24th-28th.


Description:
Left vm msg to introduce myself and follow up from David's contact.


Description:
Left vm msg to see if anything has changed since we spoke 3 years ago and if he is interested in affiliating now.


Description:
Took Barry Brown to lunch.  F/U on payroll proposal.  Thought they would have decision by end of Sept.  Likes idea that we are local.


Description:
This office is affiliated w/ Novant so they are already in our field of membership.  E-m'd Rick to schedule an enrollment.


Description:
S/W Margaret briefly.  Asked if I could call back in 2 weeks to discuss further.  She is not clear on how the affiliation with AFCU works.  Will call back on the 26th to set up appointment.


Description:
I called Cathy to follow up on affiliaiton paperwork.


Description:
Called to follow up on info sent.  No answer & no voice mail to leave message.


Description:
Spoke w/ Tommy Bowman after unsuccessful phone attempts today and 8-15-07.  Number  listed on SEG was incorrect.  Tommy expressed interest in affiliation.  Will go by tomorrow to drop off info and meet briefly.


Description:
Jim had called Belinda & L/M.  Returned his call.  Is mailing application; asked about being able to put affiliation in his newsletter.  I advised to wait until app has been approved by the board.


Description:
Scheduled payroll mtg.  E-m'd Terry Hedrick w/ Allegacy Realty.


Description:
E-m'd Kathlene to let them know they have been approved and to schedule call to discuss enrollment.  Scheduled call.


Description:
Stopped in to meet Tommy Holder and drop off info.  Very interested in affiliation.  He will F/U with home office to see if there are any issues with affiliation for the Kernersville location.  Will F/U in 2 weeks if he's not contacted me.


Description:
Stopped in to get contact info.  Michelle Strickland was out today but is person to see.  This is a lead from Andrea Lawson @ N. Patterson.


Description:
Sal is out of the office until next Tues.


Description:
Followed up on info.  Asked about corporate cu.  Explained only employees paid or supervised by Clt would be eligible.  Asked me to resend info for her to share w/ dept.  E-m'd  info.


Description:
Tried to follow up w/ Patty.  She  is out of the office until next Tues.  E-m'd Delores.


Description:
Spoke w/ Joyce.  Going to send an e-mail to see if she can find out if they are allowed to offer a local credit union.


Description:
Followed up w/ Jennifer.  Asked me to e-mail info again.  Not sure if they would be interested in offering credit union membership to one location.


Description:
E-m'd Ellen to see if she is available to meet for lunch.


Description:
After speaking with Belinda, advised Jim it would be OK to include in his next newsletter.  Per his request, forwarded the Allegacy logo.  Anticipate approval at next months board meeting.


Description:
LMTC about approval and setting up intial enrollment


Description:
Set up enrollment for Oct 8th @ 10:30 - 11 am during staff meeting.


Description:
Talked w/ Kathlene & Belinda to schedule enrollment. Scheduled for 10/10 & 10/16.  Also requested payroll stuffers.  Called Jennifer to request payroll stuffers.  Jennifer is mailing them to company Thursday. E-m'd Kathlene & Belinda to confirm enrollments.  E-m'd poster to promote enrollments.


Description:
Gwen replied that they process their own payroll.


Description:
Mailed payroll stuffers to Kathleen per Rita Req.


Description:
Call to set appointment

Stopped by to meet Margaret; chatted briefly about C/U affiliation.  Expressed concern about affiliation in that they are steering employees to a particular financial institution (?).  Explained it is a voluntary, no cost benefit that the employee can choose to take advantage of.  Will F/U wk of 10-8-07.


Description:
Mailed 100 packets per Kim Beauchamp, to North Point address.


Description:
Spk w/ Lewis.  W/ a client.  Going to call me back.


Description:
E-m'd Judy to see if she is available for lunch.  We have 7 mbrs out of 25 employees - 28% penetration as of July 07.  Judy replied she will be available to meet early Nov and wants me to attend employee mtg in Dec.  E-m'd to schedule.  Scheduled lunch & presentation at company mtg.


Description:
Emailed Beth Waddell to follow up on earlier visit concerning C/U affiliation.


Description:
Joyce stated she was not interested in an enrollment.


Description:
Called and L/M on Friday 9-28-07 for Ken Babb.  Also sent email to him today as well.


Description:
Called & L/M for Michelle to return call.


Description:
Emailed Tommy Holder to check on status of possible affiliation.


Description:
Called & L/M for Sam George to return call concerning affiliation paperwork.


Description:
Called & L/M for Shanna Whitaker to return call concerning C/U affiliation.


Description:
Called & L/M with Kim Williams to return call regarding  C/U affiliation.


Description:
Spoke with Michelle.  Still stating affiliation is a back burner issue.  Emailed her to give contact information and mentioned payroll/group health.


Description:
Spoke with Cheryl. She will get back to me.


Description:
Cheryl called back. Mr. Dummit is not interested in a visit for the remainder of the year.


Description:
Donna Shelton returned call. Requested we call back in January 2008.


Description:
TO-DO ITEM DELETED  
10/3/2007

Call to F/U on initial meeting.


Description:
Paul and I went to enrollment and talked mainly about mort, & auto buying.


Description:
Call back Ronnie Childress late October.


Description:
Called again. Will get back to me either this evening or tomorrow (7/18).


Description:
Asked to be removed from our calling lists.


Description:
No need to come out to office this year.


Description:
Just merged with W/S Forsyth County Public; contact someone from there instead.


Description:
Phyllis returned call. Enrollment scheduled for their staff meeting, 10/1 @ 10 - 10:15 a.m.


Description:
SEG rep out sick. Will call back next week (8/13)


Description:
Scheduled enrollment with Susan Scruggs for 10/26 from 8:30 - 10:30 a.m. in Division Office & Central Services Buildings.


Description:
Stopped in and met David Thompson; has interest in affiliation.  He is F/U with corporate to see if there would be any obstacles.


Description:
Spoke with Craig about C/U affiliation; is interested.  Each location appears to be it's own entity but Craig was going to speak to Steve Garris at Country Club location to discuss.  Will F/U with Craig in a couple of weeks


Description:
Left a message for Doug to follow up on scheduling an enrollment for Sept./Oct./Nov.  2007.


Description:
Left voicemail message for Nancy (ext. 237)


Description:
Called. Karen (Shermer) is checking for date. Promised to email me current list for YMCA's by next week.


Description:
Mark is checking for a date. Spanish translator WILL be needed as most of his staff are hispanic . They have 2 shifts. Requested to be called back on 8/20.


Description:
Contacted Teresa in Realty to schedule phone mtg for Terry & Kim Brewer.


Description:
Signed up 7 new members.  E-m'd Teresa in Realty w/ possible date for phone mtg w/ Terry regarding relocation services.  Gave Kim Allegacy mug & payroll bag.  Wants me to follow up with her at the beginning of next week to set up a payroll demo.


Description:
E-m'd poster promoting upcoming enrollment.


Description:
Called again. Nikki Byers (ext. 207) will get back to us on date for staff meeting.


Description:
Left voicemail to call for Shirley Konter @ ext. 3089.


Description:
Spoke with Elizabeth Henderson.
Pretty much taken care of by Wachovia


Description:
Scheduled enrollment for Sept. 12 from 9- 11 a.m.


Description:
Enrollment tentatively scheduled for Oct. 10. Phyllis will get back to me either today or Monday to confirm date.
Mailed off a couple of membership kits as per her request.


Description:
SEG rep. asked that they be called back towards end of October


Description:
Asked to be called back 10/3. Cindy is checking for date for warehouse meeting.


Description:
Mailed some membership kits as per request. No need for us to visit this year.


Description:
Left message with Eddie for Phyllis to call back.


Description:
Phyllis returned my call. Scheduled enrollment for 10/23 @10 - 10:15 a.m.
Emailed her flyer announcing site visit.


Description:
Spoke with Lori Zabala today. Checking for dates; she will get back to me.


Description:
Left voicemail for Larry about scheduling an  enrollment visit.


Description:
Spoke with Katie. She will call back regarding schedule.


Description:
Scheduled enrollment for 10/23 from 12:30-1:30 p.m.
Emailed Joanelle site visit flyer.


Description:
Left voicemail for Joe Weatherly (ext. 131)


Description:
Returned missed call to ISP. Left voicemail for Joe Weatherly.


Description:
Rudy Allen, HR Director called back.
Scheduled enrollment visit w/presentation @ staff meeting for Jan. 8, 2008.

Relocating mid-November. Call back during first week in December to get their new address (Trade St.)


Description:
Left message for Connie with Brent about scheduling site visit.


Description:
Spoke with Darlene. She will check with her staff.


Description:
Joanne is checking for a date. Emailed her educational seminar flyer - to be included in their employess newsletter.


Description:
Sal is unavailable.  Left vm msg.  Not allowed to give out e-mail.


Description:
E-m'd Pam to see if she is available to meet for cofee.


Description:
Call Kristy back next week. Emailed her seminar flyer.


Description:
I called for Wanda today, but was told that she is out of town till next Tues (9/4).

8/29: Belinda refunded her $160 in charges to her checking account. Did not see an account that we can use for the overdraft so we need to ask her if she wants a line of credit. If so, she needs to fill out a loan application.


Description:
Callled for Wanda today; out of town till next Tues (9/4).


Description:
Called back Cindy as she requested on 10/1. Left a voicemail for her.


Description:
Scheduled visit during staff meeting on 10/3 @ 8 - 8:45 a.m.


Description:
Attended enrollment with presentation today. A number of them indicated already being members.


Description:
The listed number is no longer in service/disconnected.


Description:
Nancy's checking for a date; will get back to me.


Description:
Called back Nancy. She won't be in until 9 a.m.
Will call back later today.


Description:
Emailed Cathy regarding what an onsite visit/enrollment would entail.


Description:
Spoke with Pam; call her back 10/15. Waiting on her supervisor/finding out date of next staff meeting.


Description:
SEG rep out. Call back first week of August.


Description:
Left message for new rep, Bob Russ.  Ext 306


Description:
Spoke with Gail Hooper. New employee, Bob Russ coming in on August 6. Will be new rep. Give him some time to get acclimated; call back.


Description:
Scheduled for October 11 from 9 - 10 a.m.


Description:
Just had their medical benefits 'get-together'. Call Dave back on Oct. 9; needs to check with Pete for new (rotation) date.


Description:
Mailed 20 membership kits to Nancy as requested.


Description:
Call back in July. Too busy now to schedule anything.


Description:
Kim returned my call; due to the nature of their business, staffing, onsite visits may not be very effective. Instead, they give out our membership kits to new hires.
She did receive the m/kits that were mailed out 9/28.


Description:
Scheduled for 10/19 from 1-1:30 p.m.
Staff meeting at 12:30 so we present @ 1p.m.


Description:
Scheduled enrolllment for 7/13 from 11am - 12:30 p.m.


Description:
10/10 enrollment cancelled. They have a photo shoot.  They will call back next week in order to reshedule.


Description:
Arrived at enrollment; Melissa had to reschedule. Call her back 8/17 to try to reschedule.


Description:
Attended today's enrollment. No new services signed up for.


Description:
Scheduled enrollment for Oct. 3 @ 11:30 am - 1:15 pm


Description:
Followed up with Darlene. Staff/employees not interested in visit this year.


Description:
Left another voicemail message for Joanne


Description:
Marty called and said that they had a restructure and they are down to 3 employees for us to call back when she has hired some more employees.


Description:
Attended enrollment. Left some membership packets for absent employees. Two employees expressed interest in refinancing their current auto loans.

8 new members (incl. 2 youth accts)
2 PD
1 DD
1 AIG


Description:
Scheduled enrollment with David Gardner for Aug 7.@ 1-1:30 pm. Presentation also.

David's email: dgardner@wcsr.com


Description:
E-m'd Sherri to schedule enrollment at office locations in Cornelius & Mooresville.


Description:
E-m'd Teresa possible dates for phone mtg w/ Kim.  Scheduled payroll demo for Kim, CFO, and Controller.  Spk w/ Kim about potential companies in Bus Park.  E-m'd June w/ Hvl FC to follow up on apps.


Description:
Tried to contact Louis.  Will try again tomorrow.


Description:
Spoke with Nancy. The School is celebrating its 75th birthday this year; they have activities going on all the time. She will continue to check with Mr. Perry for a free date.

Call back mid-Nov.


Description:
No employees interested in visit this year


Description:
Joe Weatherly (ext 131) will get back to us.


Description:
Spoke with Sandy; she's checking for a date.


Description:
Followed up with Sandy. At this time, onsite visit is not needed. Thanks!


Description:
Not interested in another visit for this year.


Description:
Spoke with Mary Ann. They are not interested for this year.


Description:
Enrollment scheduled for Oct. 18 @ 2-5:30 pm


Description:
Will phoned. Said they would call back with more info.


Description:
Will called. Call them back 1st week of July.


Description:
4 New members
3 P. Dedn
1 Check. w/D. Deposit
1 Allegacy Services referral


Description:
Will, Kanta & I visited.
Very little interest shown from employees.


Description:
Number listed is temporarily out of service. No other number is provided.


Description:
Cathy out of office till Monday 15. Call back then.


Description:
Scheduled enrollment for 7/19 @ 11:30-1:30 pm


Description:
Scheduled enrollment for 7/12 @ 7:20-8:15 am.


Description:
Spoke with Nancy Kincaid. No interest in visit this year.


Description:
Left another message to call for Connie with Brent.


Description:
Candace on vacation. Call back 7/30, next week.


Description:
Spoke with Candace; checking for a date. Call back 7/23.


Description:
Call back Oct.1. Pam's finding out when is the next staff meeting date in October.


Description:
Spoke with Dave. Call back either Oct. 25 or 26 regarding 401K date.


Description:
Spoke with Karen. She will get back to me sometime next week. Possible date either during the week of Oct 21-26 or the beginning of November.


Description:
Will spoke with Sandra. They will call back.


Description:
Call Donna back 1st week of November, when they open the schedules up.


Description:
Spoke with Sharon Robinson in Administration. Was given Oct. 19 as a possible date for enrollment visit.
Call her back Oct. 16 regarding possibility of coming out on Oct. 19 during Novant benefits fair (The date that she chose when asked about scheduling an onsite visit).

She will check with Jenny Kim.


Description:
Rcvd email from Ran about benefit fair dates.  I chose 11-29 and she will confirm w/ times.


Description:
Rcvd req to mail mbrship kits to Linda per her req


Description:
Followed up with Pam. Hasn't had a chance to check with her supervisor as yet. Call her back on Thursday (10/18).


Description:
Followed up w/ Craig about affiliation with his location.  He will discuss w/ employees at their monthly meeting; is interested.  Also, followed up with  him about visit from Susan B. @ Cooperative.  Their daughters go to Reagan together.


Description:
Enrollment held from 12:30-1:30 pm:

3 New members
1 Pay. Dedn.
2 D. Deposit
3 Checking
2 O/Draft
1 Loan referral


Description:
Enrollment visit scheduled during their benefits fair on 10/19. Emailed Sharon visit flyer.


Description:
Emailed Connie regarding possible visit..


Description:
Left voicemail for Gay about possibility of scheduling.


Description:
Spoke with Cathy; current employees all set.

Company changed name to Drs. Chermak & Hanson; NC General Partnership.


Description:
Followed up with Melissa. No new interest from employees. Emailed her educational seminar flyer.


Description:
Spoke with Deanne Hodges; Gwen Easter & Robert Bellias are no longer employed there.

Deanne is checking for the date of their next Professional Day; expecting call from her before end of this week.


Description:
Deanne called back. Site visit scheduled for November 2nd @ 8:30 -9:30 a.m.
Emailed her site visit flyer.


Description:
Site visit:

4 presentations
2 new members with payroll dedn;
1 AIG referral


Description:
Sharon called to cancel  10/19 enrollment visit. Realized that this open enrollment is closed to banking representatives.


Description:
Paul & I attended Benefits fair @ FMCtr:
2 Mortgage referrals (1 refinance)
1 P. Dedn change

Gave out 1 music d/load card


Description:
Connie emailed me back. They are in the middle of building a new pipe plant and at this time just can't have any on site visits; so strapped for space and time. 

The new facility will hopefully be completed by Jan. 08.  Please contact Foltz Concrete then.


Description:
Enrollment scheduled for 7/10 @ 12-12:20 pm


Description:
Will, Jenn & I attended enrollment.
No new interest/accounts.


Description:
Called to followup with Pam. Left voicemail.


Description:
E-m'd Jim to see if he is available to meet w/ JBA Nov. 8 at 11:30am.  Julie is available that day.


Description:
Presented at staff meeting: 

1 new member w/
1 P. Ded
1 Hol. Club
1 V. Club
1 AIG referral
1 Mortgage refi. Referral

She expressed interest in CDs later on in time. Another member wants to upgrade to Golden Eagle :)


Description:
Attended Benefits fair @ The Oaks Retirement Home:

1 new
6 Hol. C
7 P. Dedn incl. Increase to HC & Savings


Gave out 5 music download cards


Description:
LMTC w/ April about the payroll contact for Unitec.


Description:
Left another voicemail for Dee Smitherman.


Description:
Spoke with Barbara's assistant. No interest in visit right now.


Description:
Attended Benefits fair:

1 new
6 Hol. C
7 P. Dedn incl. Increase to HC & Savings

Gave out 5 music download cards


Description:
Followed up with Karen. Should call back after 2 pm today.


Description:
Followed up with Karen. She will email me current (contact) list for YMCAs by this afternoon.


Description:
Stopped in and met Kim Williams & discussed affiliation, payroll, JBA.  Currently doing payroll in-house.  Gave lead to Co-Operative Payroll.  They do not have DD ability at this time so affiliation is not possible for now.


Description:
Gave a presentation. Four employees present; two already members. 
No new interest.


Description:
Karen emailed updated list of YMCA of Northwest NC Branch Information.


Description:
Mailed mbrship kits and $50 mailing to contact in NC, Texas, & TN.


Description:
Will scheduled enrollment for 9/21 from 9:30-11 a.m.

(NOTE: Rodney Hill directs W-S office, 774-8511)


Description:
Will sent another email. Enrollment scheduled for 7/19.


Description:
Will called. HQ moved to TN; few w-s employees already members.


Description:
Will called. Kristen Stain (secretary) will contact us on scheduling in Sept/Oct.


Description:
wrong address & Phone.  

Web directed me to either atlanta or TN.

Marked in-active


Description:
Laura returned call from yesterday; will visit Thursday w/ Chris Austin.


Description:
S/W Tony Snyder briefly.  Will C/B 10-24 to confirm Thursday the 25th appt.


Description:
S/W Clare briefly; Juanita is no longer at Pepsi.  Renee' Ballard is contact for enrollments.  Clare advised her schedule is not open until 11-12-07 and will leave message for Renee' to call me.


Description:
Enrollment.  Signed up 18 new mbrs.  Carey & June assisted.  Rep forgot to invite parts & service.  Got contact info for both depts to call & schedule enrollments.  Talked w/ Louis about doing dd through Allegacy's website.  He left Kelly Cozart a vm returning her call.  Once he has talked w/ Kelly he is going to contact Peggy, payroll contact for all of Charlotte.


Description:
Saw 7 employees. Signed up 1 new member with Payroll Dedn.

Interested in opening CD later on in time.


Description:
Spk w/ Teresa in Realty to confirm conference call.  Spk w/ Kim to confirm.  Participated in conference call at 3pm today.


Description:
Dropped off apps to Andrea at the Clt FC.  Trying to reschedule enrollment.  Would like me to come 10/24.  Conflict w/ Presby Hvl benefits fair.  E-m'd Jenn & Kanta to see if they can help w/ Presby.  Paul volunteered to help.  Scheduled enrollment 10/24 from 8:30am-4:30pm.


Description:
Called Kelly Cozart to do direct deposit.  Company has discontinued direct deposit since they affiliated.  E-m'd poster to promote enrollment.  Spoke w/ Carey about enrollment details..  She & June have offered to help w/ initial enrollment.


Description:
E-m'd Lyn info regarding short term disability.


Description:
mailed mbrship kits and prem. UPS ground.


Description:
Mailed mbrship kits and prem.  UPS'd ground


Description:
Attended benefits fair.
One member signed back up for Vacation & Holiday clubs w/Pay. Dedn.

Another member inquired about eliglibility for more student loans and/or scholarships.




Gave out 1 music download card


Description:
Chris Austin w/AIG and I met with Laura Boggs.  Discussed  investments for employees and plan management for Salemtowne (Chris).  Laura is interested in doing a Lunch & Learn sometime 1st qtr.  Also discussed Realty & Payroll.  Salemtowne recently switched payroll processing from ADP to Paychex.  Will monitor to see how relationship is going.


Description:
Called to speak w/ Paige Green after visiting PARTNERS (we worked there together) earlier today.  Paige out for the day; will follow up tomorrow.


Description:
F/U on email from Belinda; contacted Loretta and are meeting Monday morning (29th).  They are moving Corporate HQ to G'boro.


Description:
Emailed Barbara Educational Seminars flyer.


Description:
Spoke w/ Jeff Larimore and he inquired about corp cards for his sales staff.  Talked w/ Pat Denny and she gave me the info to tell him. 

Relayed info and he said that he would hold off at this time.  I ordered Visa Take One's and brochures on Rewards.


Description:
Mailed him the Visa info per his request


Description:
LMTC w/ Gloria to see if there is anything that we can do to help her out.


Description:
Denise Wright from N. Patterson branch accompanied Paul & I on enrollment visit.

2 New members
3 Payroll Dedn (2 Hol. C changes)
1 Car loan refinance
1 Check w/Overdraff


Description:
Jan did payroll demo for Kim; Dale, controller; & Steve, CFO.  E-m'd Required Payroll info sheet.  Jan is going to e-mail the rest of the info.


Description:
Left Gail vm msg asking if they will be having any training sessions this week because of the rain.  This is the only way to get in front of the employees to present Allegacy.


Description:
MATT: Attended Presby Matthews Benefit Fair. Signed up 1 new mbr but gave out several apps.  Vicky cancelled the evening shift because of lack of space in the other room.  Only invited health providers.


Description:
Attended Presby Hvl Benefits Fair - evening session.


Description:
Enrollment all day.  Signed up 6 new mbrs.


Description:
Tried to contact Jim to schedule JBA mtg.  Out of the office until Mon.  Will contact him then.  E-m'd Julie to make sure she is still available.


Description:
E-m'd Kelly Cozart to see if she made contact w/ Louis to discuss direct deposit.  Kelly replied she hasn't heard back from Louis yet.  She called again and left detail message for him.


Description:
Left vm msg for Louis to follow up on direct deposit.  Updated June.


Description:
Spk w/ Gail.  Didn't have training today.  Gave the guys today & tomorrow off because the ground is so saturated.  Going to put e-checking info in paychecks.


Description:
E-m'd Pam to find out where to go for the benefits fair next week.


Description:
E-m'd Denise.  Told her we recently added Microban who also has another credit union relationship and their employees were very receptive because of our convenient location.


Description:
Spk w/ Amber who told me all decisions are made out of corporate office, Keffer Mgmt - Brenda 704-563-5966.  Spk w/ Brenda who said nothing would be done before the end of the year and suggested I call her back in Jan.


Description:
presentations scheduled for offices:
Mt Airy: Tuesday October 30 and Thursday November 1st

Tennessee: Wednesday October 31st and Thursday November 1st

Texas: Thursday Nov8th and Friday, November 9th


Description:
Pam will be out of office until Wednesday.


Description:
Shirley's not in as yet. Call back later today.


Description:
A new division will be moving in. Call back towards end of November.


Description:
Left message for Bob with Linda - he's in a  meeting.


Description:
called to get updated numbers of employees.


Description:
Paul & I attended Benefits fair @ FMCtr:

1 member interested in Mortgage refinance


Description:
Attended Benefits fair @ Medical Park:

1 new savings (youth) w/P.Dedn
1 HC w/P. Dedn
Overall, not much traffic today.


Description:
Attended Benefits fair @ The Oaks Retirement Home:

1 HC
1 VC w/P.Dedn


Gave out 1 music download card


Description:
Anna Ruble returned call. Will call back before end of today to confirm Wed. 31 for a possible onsite visit.
Her #: 499-0116


Description:
Anna Ruble called back. Wed. 31st will not be a good day. Suggested I call Gay Wilson to schedule meeting with her. 

Gay will be in tomorrow. Call her then.


Description:
Onsite visit scheduled for November 15 @ 10 am - noon.
No staff meeting scheduled; they don't really have staff meetings. Just under 100 employees.

Emailed Debbie flyer announcing visit.


Description:
Left followup voicemail for Lori Zabala.


Description:
Spoke with Wanda. She will be down at their Florida terminal for the next few weeks. Will check availability with operations manager (s).
Call back towards end of November.

Best time to get all the drivers/employees together is during the weekend.


Description:
Stopped in to see Dave Reich.  Will discuss affiliation  and asked to call back in a couple of weeks.  He currently does business banking w/ Southern Community.  Plybon & Associates is his broker for group health.


Description:
Finally got Nikki!!! 
Onsite visit scheduled for Nov. 9 @ 10:45 - 11:30 am.

Staff meeting from 9-11; present @ 10:45 am


Description:
Met w/ Loretta Morton; is interested but expressed concern about other locations & proximity to branches.  She is just beginning to gather info.


Description:
Spoke with Lori. Her boss will be in China next week. Possible visit dates Nov 14 or 21.
Followup with Lori by Nov 12.


Description:
Stopped in to see Tommy Holder while in K'ville; unavailable.


Description:
call center contacted me stating employees wanted us to come.I called and left a message for Regina in HR>


Description:
Visit scheduled for Aug. 2 @ 8:30 - 9am with presentation.


Description:
Will scheduled visit for Aug. 8 @ 9-11 am


Description:
Will scheduled visit for Aug. 14 @ 10-11 am.


Description:
Jenn & I visited. Presented:

2 New Mbrs
2 Check
2 PD
1 HC


Description:
WFU:
Attended Campus Services Day. 
1 student loan inquiry;  passed on info to Lending.


Description:
Jenn & I attended Walnut Cove Festival. No new signups. Gave out 2 m/kits


Description:
Julie Davis no longer employed here. New contact is Debbie Jeffries.

She will check with the president. Call back 3rd week in November.


Description:
Enrollment scheduled for Nov 13. Kristen Strain's email:
kristen.strain@cccsforsyth.org


Description:
Will Singletary called. They will call back if interested.


Description:
Will called. No Cathy Allen in directory.


Description:
Left voicemail for Debbie about scheduling onsite visit.


Description:
Will spoke to Celeste. She's checking schedule and will call back.


Description:
Left message with Euna for Celeste about onsite visit.


Description:
Will sent another email about onsite visit.


Description:
Emailed Chris about what an onsite visit would entail.


Description:
Will, Jenn & I attended both scheduled enrollment dates. No new enrollees.


Description:
Gay Wilson in meeting. Left her voicemail.


Description:
Karen emailed current (contact) list for YMCAs


Description:
Emailed Curt to request meeting to discuss affiliation.


Description:
Attended Benefits Fair:

1 PDedn increase
Handed out a m/kit.


Description:
Thomas in a meeting. LMTC for Thomas with Dan.


Description:
Left voicemail for Charlie about scheduling onsite visit.


Description:
Spoke with Deborah. Their usual benefits period is during the 1st quarter. She will get back to us. 
If no word back from her by the end of December, call & followup with her.


Description:
Gave presentation. 20 employees present; 10 members present have no new changes for their accounts. 
Left some m/kits for absent employees.


Description:
Attended benefits fair:
1 member reopened her HC with P. Dedn.

Gave out 10 m/kits & 1 music d/load card.


Description:
Followup call to Lori. Left voicemail regarding onsite visit.


Description:
F/U with Regina to coordinate enrollment meetings for the 15th & 16th (Thurs & Fri) from 10:00am to 12:30pm.  Lori Timm and 1 of her people will be attending to help with their Spanish speaking employees.


Description:
Spk w/ Jennifer Crocker who is forwarding to VP of Employee Services.  In the middle of open enrollment & moving offices.  Going to find out if they will allow it to be decided by division.  Division HR just laid off.  Will try to forward me the response as soon as she gets it.


Description:
Spk w/ Angie who told me all decisions made out of Milwaukie.  They have several communities in Clt.  Brookdale Senior Living 800-236-3454.  Left vm msg for Amy Gegare. (southeast division).


Description:
Contacted local office who directed me to corporate location in Kinston, NC 252-523-9094.  Corporate directed me to benefits company 1-800-676-1182.  Benefits owned by same corporation.  Left vm msg for Pamela Mobley?.


Description:
Cheryle Strube out until Monday.  Will try back.


Description:
Call back early Jan '08 to schedule onsite visit.


Description:
Spoke with Pam. If no word from directors of their individual sites, call her back early next week.


Description:
Ronnie stepped out; left another voicemail for him.


Description:
Spoke with Shirley. Will check with the Generalist about scheduling our onsite visit during their open enrollment this week. Will call me back later on today.


Description:
Spoke with Dawn. Mailed her 100 paycheck stuffers/inserts & 90 Allegacy @ Work leaflets.
Emailed her educational seminar flyer.


Description:
Spoke with Dave. Still waiting on date for 401K enrollment.
They will call back.


Description:
Left another voicemail for Gay about possibility of scheduling.


Description:
Shirley called back. Onsite visit scheduled for Nov 8 @ 1-3 pm.
Emailed her visit flyer.


Description:
Left another voicemail about scheduling onsite visit.


Description:
Left voicemail for Marcia Cole @ Central branch.


Description:
Left voicemail for Jolyn @ Winston Lake branch.


Description:
Left voicemail for Chris Brady @ Kernersville branch.


Description:
Followed up on email from Belinda on internet request.  Sent email to  Cheryl Myers to let her know I will be in touch to discuss affiliation.


Description:
Left voicemail for Kim Price @ Camp Hanes branch.


Description:
After speaking with Cheryl Myers by phone, stopped by this afternoon to drop off info and chat briefly.  Asked about business loans as Dr. Nagy will probably be buying a larger building for his practice.  Will forward info to Hil Cassell.  Discussed payroll; currently doing payroll in-house (15 emp).


Description:
Left voicemail for Sam @ Community Outreach Services (COS) branch.


Description:
Kim (@ Camp Hanes) branch called back. Gave me contact info. for Sherry Lee in HR, 777-6223.

Spoke with Sherry; she will get back to me in a couple of weeks for possible dates/times for Banking benefits enrollments @ each of the 10 YMCA NW branches.


Description:
Left vm msg for Leslie, Benefits Mgr at corporate location.


Description:
Ran into Joy Ritenhour at Golden Corral this morning.  Oracle was having a meeting there as well.  Spoke briefly and will follow up as I tried to meet with her a couple of weeks ago.


Description:
Left message with Sally for Jenni (not available @ the moment).


Description:
Spoke with Patricia; the best person to schedule an onsite visit would be their Administrator, Connie Wilson (ext. 103).

Left voicemail for Connie.


Description:
Mail Ashley Allegacy @ Work leaflets & some membership packets.
Charlotte office moved so I updated their address in system.

NB: Rebecca Haines no longer employed with them.
Ashley will check with the service managers about time availability.


Description:
Spoke with Vicky. The plant manager, Chuck Forshee would be best to schedule an onsite  visit with.


Description:
Left voicemail for Kathy Ellis regarding scheduling an onsite visit to Charlotte office.


Description:
Left voicemail for Eve about scheduling meeting to discuss Allegacy benefits.


Description:
Left voicemail message for Jerry regarding scheduling enrollment session.


Description:
Kathy Ellis called back. Gave me contact info. for Arden Phillips ( in HR) at Charlotte office. 

Spoke with Arden; she will check with the managers and get back to me.


Description:
Arden Phillips called back:

Not interested in our services. They want to be removed from our calling lists/ Do not call.


Description:
Shannon is out of the office today.  Will be back all day tomorrow.


Description:
Spk w/ Amy at corporate.  Not interested in offering us.


Description:
Pamela returned my call.  She is not the right person.  Suggested I contact Sue Ball or Penny Batton.  Sue transferred me to VP of HR who told me they have requested credit union services in the past but the owners will not allow it.


Description:
Left vm msg for Alice who is covering for Juanita on maternity leave.


Description:
Spk w/ Bob.  Still working on merger stuff.  The next couple weeks will be busy w/ new Kronos system.  Asked me to contact him mid Dec.  Rite Aid has their own cu in PA.  He is trying to figure out, if he can bring us in on his own or if he will have to get permission from corporate.  Asked me to e-mail him the request letter.  Currently has 480 employees at distribution plant on Statesville Ave and 120 at off site bldg about 4 miles away.  E-m'd request letter.


Description:
Spk w/ Tamika.  Asked me to contact her tomorrow afternoon to schedule a time to meet.


Description:
Tried to contact Marion Boyer. We have not had contact with this company in quite some time. Lindsay Shaffer is who they said that I need to talk with. She actually taked to me. She said that they recently just merged with another law firm and they are in the process of determining their curent policies and procedures. She said that they will call us back. The new name of the firm is Dewey & Leboeuf


Description:
Jackie is out of the office this week.  Will try next week.


Description:
Spk w/ Karen.  Asked me to call her back in a  month.


Description:
Left msg w/ the person who answered the phone for Debi.


Description:
Spk w/ Pamela.  She suggested I contact Marc McQuillen 704-587-4715, United Auto Workers president.  Left Marc a vm msg.


Description:
Shirley had to reschedule enrollment visit to Thursday Nov 15 @ 1-3 pm.
Emailed her revised flyer.


Description:
Left vm msg for Ed Jenkins to schedule enrollment for service dept.  Left vm msg for Louis to follow up on dd.


Description:
Called dept managers to schedule enrollments for parts & service employees.  Spk w/ parts & left msg for service mgr.  Left vm msg for  Louis about dd on Allegacy accts.


Description:
Tried to contact Cheryle.  Didn't leave vm msg.  E-m'd her.  E-m came back undeliverable.  Left vm msg.


Description:
Tried to contact Iris.  The company vm asked me to leave msg in genral mailbox.  Did not leave msg.  E-m'd through website.


Description:
Tried to contact Ansle. Phone just rang.  No answer machine.


Description:
Returned Sam Franklin's call (COS). Left a voicemail message informing him of the discussion with Sherry Lee.


Description:
Spoke with Michele Cox. Scheduled onsite visit for Nov 27 @ 11:30-12:30 pm.

Pat Fitzgerald's no longer employed with them.
Michele Cox Email: michelecox@orthofix.com


Description:
Left  voicemail for Felicia about scheduling onsite visit. 
Felicia returned my call. As meetings are sporadic/ the general mgr usually schedules them about 2 days out, I asked whether she could contact us when the nxt mtg is scheduled.

Otherwise, the other option is sitting in a breakroom; this route not very productive in the past as the employees need something like pizza, etc. to entice them to stop by the room we are in.


Description:
Spk w/ Julie Chun who told me I need to contact Chicago 1-800-346-7400.  Left vm msg for Gaye Bartulis, HR Director.


Description:
Gerry no longer works for Westin. LMTC for Candace in HR, with Denise. Candace is in meeting.


Description:
E-m'd Judy to confirm lunch next Tuesday.


Description:
Enrollment: 

26 employees present; gave presentation.
1 new member; said she will consider opening a checking account later on.

Mailed SEG rep $15 thank you gift card.
Mailed door prize g/card out today also.


Description:
Tamika was unavailable.  Asked if she was the person who handled employee benefits.  Told me I needed to call Linda McCain.


Description:
Visit to Dayton, TX facility on 11-8 & 11-9.

Direct Deposit meetings yielded :
5 New Memberships with
1 Holiday Club
4 Checking


Description:
Ronnie's out of office till Thursday. Call back then.


Description:
Spoke with Candace. Their new employee handbook has yet to be completed; until then, they won’t be able to schedule any employee meetings.

She requested to be sent 40 new member kits and to be called back beginning of the 2008.


Description:
Left another followup voicemail for Denise.


Description:
Gay's out to lunch. Left a message on her voicemail.


Description:
Emailed Joanne about possible date for onsite visit. Will try to followup with her before Thanksgiving break.


Description:
Emailed Dee about scheduling onsite visit.


Description:
Dee emailed me back. She forwarded my  message onto their Executive VP who handles our staff meeting agendas to get the OK from her to set up a time.  Dee will contact me as soon as she gets a reply.


Description:
Received e-m from Jan letting me know Kim wants to start payroll processing w/ Allegacy Jan. 1.  Set up mtg to pick up pwork Friday at 2p.  E-m'd Kim to thank her.


Description:
Took Judy and Elizabeth, the new office manager to lunch.  Worked out details for presentation at employee mtg.  Asked for payroll stuffers.  Also, would like us to be a sponsor at their conference next Sept (See Notes).  E-m'd Judy and Elizabeth to thank them for meeting with me.  Let Elizabeth know I will be e-mailing her a poster to promote visit & e-checking for paychecks.  E-m'd Chrystal Parnell e-checking flyer request.


Description:
Tina is no longer w/ company.  Left vm msg for Iliana.


Description:
Called to confirm with Sarah that we will be in attendance at Benefits Fair on 12/3.


Description:
Dropped off requested membership packets to Candace.


Description:
Gay called me back 11/13. Called for Bob today; left him a message on his voicemail.


Description:
Left a message for Vicki on her voicemail.


Description:
Onsite visit:

Gave presentation to 25 employees. Gave out forms for new VC account with P. Dedn. to  member interested in joint acct with husband.


Description:
Left followup message on Katie's voicemail.


Description:
Enrollment (Jenn, Kanta, Will) for Triad Orthopedics/Family Foot Health/Davidson Cardiology as well as for Davidson ENT & Sinus Center with the fol. results:

3 Sav
1 Chk
1 DD
3 Pdedn
2 H/V
1 OD

The employees' (some of which were mbrs) main concern at the enrollment was distance from a financial center. They really are eager in requesting an allegacy branch nearby (Thomasville).


Description:
Forsyth Internal Medicine & Piedmont Medical Specialists enrollment scheduled for 6/26.


Description:
Forsyth Internal Medicine & Piedmont Medical Specialists enrolllment scheduled for 6/26


Description:
Will, Kanta & I attended onsite visit:
no new activity/ interest.


Description:
Will scheduled enrollment for 6/27 @ 9-11 am.


Description:
Onsite visits on 6/21 & 6/22 with the fol. Results:

6 Sav
5 Check
4 DD
3 PD
1 H/V


Description:
Will and I held enrollment for 1st & 2nd shifts with the fol. Results: 1 NM, 1 Chk, 1 DD, and 1 P/D.


Description:
Enrollment with the following results:

4 NM
1 Chk
1 DD
2 PD
1 AIG
1 CD/MM


Description:
Jeff Wiles onsite visit: no new interest.


Description:
Attended enrollment.  Signed up 13 new mbrs with
6 Check
5 DD
8 PD
2 H/V
1 MM/CD
1 Mort


Description:
MAIN: Attended Presby with 2 NM, 4 PD & 2 H/V


Description:
FORT MILL: Attended Presby with 1 NM, 1 PD & 1 AIG.


Description:
MATT: Attended Presby with 1 NM, 1 Chk & 2 PDedn.


Description:
HVILLE: Attended Presby with 3 NM, 1 Chk, 1 DD, 3 PD, 1 H/V & 1 LN


Description:
WHOOPS.. Entered under wrong SEG:

Presby orientation: 

1 NM
2 PD


Description:
WHOOPS.. Entered under wrong SEG:

Presby orientation: No new interest.


Description:
MAIN: Presby attendance

3 NM
4 PD
3 H/V


Description:
Presby Orientation:

5 NM
4 Chk
2 DD
3 PD
2 H/V


Description:
Presby Orientation:

4 NM
4 Chk
3 DD
4 PD


Description:
Presby Orientation:
4 NM
2 Chk
1 DD
4 PD
3 H/V


Description:
Enrollment scheduled for 7/13 from 1-3pm. Give presentation @ staff meeting.


Description:
Enrollment with the following results:

1 NM
1 PD
1 H/V


Description:
Kanta, Will & I attended WFU School of Medicine PA Orientation:
No activity.


Description:
Vicki called back. They don't schedule onsite visits at individual sites. Any mail/correspondence for Mid Carolina Cardiology should be sent Vicki.


Description:
Tried to contact.  Got vm msg.  E-m'd him.


Description:
Spk w/ Tara.  Mentioned it to the president but haven't heard back.  Going to mention us again at Monday night meeting.


Description:
Presentation 1 to Charles Sweigart Cfo of company


Description:
Spk w/ Jane.  Currently offer corporate credit union.  Suggested she offer a local one to serve the employees who are not taking advantage of the corporate one.  Asked me to e-mail her info.  E-m'd her info.


Description:
Held enrollment with presentation with the fol. Results: 1 NM, 1 Chk with OD, 1 P/D.
One employee took a packet to think over joining. Left some membership kits & Allegacy @ Work leaflets for those employees who couldn't make it to meeting.

29 employees present @ meeeting; half of those present are currently members.


Description:
Followup call to Debbie as requested. No date's been selected as yet. Call her back early December if I haven’t heard back from her by the end of Nov.


Description:
Spoke with Lorie. From the beginning of next year they would have merged back with their parent company, Womble Carlyle. Those employees will attend whenever we schedule with Womble.


Description:
Called to followup with Nancy as she requested. Not available; left message.


Description:
Enrollment visit scheduled for Nov 30 from 7:30-10 am. No staff meeting; as the employees come in.

Emailed flyer announcing Allegacy visit on that day.


Description:
Will called; they are checking schedule & will call back.


Description:
Left message with Donna Brim for Angel about possible times for their onsite visit.


Description:
Rcvd a call from Kathy about benefit fair being held on 11-26.  Kanta will be in attendance.


Description:
LMTC w/ Lori about scheduling an Allegacy Services meeting for BW


Description:
E-m'd Jim.  Rec'd reply that he is no longer handling their benefits and doesn't know who I should contact.  Left vm msg for Angie to see who I should speak with.


Description:
Myra is no longer w/ co.  Left vm msg for Christy.


Description:
Spoke with Heinz Little, the President. He will check with their 2 branch manager (Clerical & Industrial) and get back to me on Mon. 19.

His cell # is 336-407-7900


Description:
Called to ask what name Firm Logic will be operating under once they merge back with Womble Carlyle. Left voicemail for Lorie about this.


Description:
Call Pam back tomorrow. She's in the middle of payroll.


Description:
Joint call w/ Susan Bleckley of Co-Operative Payroll.  They are new payroll client & SEG.  Bill Fenimore (President) is already a member.  Their business banking is with Southern Community.


Description:
Will called. Employees already members of Allegacy or other Cus. No new interest.


Description:
Spoke with Ron Boyd, the HR Director. Tracey is no longer with company. 
No available dates for the remaining of 2007. Call back into 2008.


Description:
Spoke with Candace. Will have Nikki Dorsey, the HR Mgr.,  contact me to set up date. She inquired as to whether we offer Christmas club accounts  :)


Description:
Spoke with Jerry; call back beginning of 2008.


Description:
Steve's on vacation till Monday 26. Call back then.


Description:
Spoke w/ Carolyn.  They have a new comm. System & Mary Allred's new ext. is 9701.  Left message for Mary to return call.


Description:
Mailed Charlie Jackson's Java (Rosedale Shopping center) gift card to thank her for all of her support w/ Allegacy Services.


Description:
Tried to contact Jessie.  Didn't leave another msg.


Description:
Tried to contact Kate.  Phone line busy.


Description:
5 employees at this location.  Marked lost.


Description:
Spk w/ Paula, HR Director,  who replaced Joanne.  Asked me to contact Leigh Anne Huffstetler, Benefits.  Left vm msg.


Description:
Spoke with Ronnie. Based on feedback from his employees, only 2 were interested while the rest wish to remain with their financial institutions. CALL BACK IN A YEAR'S TIME FOR THE W-SALEM LOCATION.

I asked whether he had checked with employees @ both the W-Salem & Greensboro locations. He said no; JOHN LEMPP, 217-6635 is the person to speak with about scheduling with the Greensboro location. 

Mailed Ronnie a few membership kits & @ work leaflets.


Description:
Called John @ Greensboro location. Scheduled visit for Dec 12 from 2-3. No staff meeting but he will get together all shop people.
Emailed him flyer announcing Allegacy visit.


Description:
Called for Joanne; didn't leave a message.


Description:
Emailed Laura about scheduling onsite visit to their three locations (Twin City Warehouses, Adele Knits, and Data Chambers).


Description:
Called Lori to followup; she was on the phone so I left her a voicemail.


Description:
Left another voicemail for Cindy. Trying to followup on the date for their warehouse meeting.


Description:
Called Heinz to followup. Left voicemail on his cell.


Description:
Shirley in meeting. Lefta message for her with Emily.


Description:
I called back to try to get Lindsay. Left voicemail message.


Description:
Call from Kristen Harris, the Operations Mgr. on behalf of Heinz.
Open enrollment scheduled for Dec 5th from 11am - 1pm.
18 employees from Industrial & 3 from Clerical.

Walk with payroll stuffers for those off-site (temp.) employees/associates.


Description:
I wrote Laura to see if she can meet me for breakfast or lunch the week of December 3rd to go over employee participation and to tell her about Allegacy Services programs.


Description:
Mailed membership app. Form out to them for applicant Lori Wiles.


Description:
Left voicemail message about scheduling an onsite visit before the end of 2007.


Description:
Emailed Gina Schwartz about scheduling onsite visit and such visit would entail. She will FWD email to Ron Jr. (Schwartz)


Description:
Contacted Michael Cartwright about seminar flyer. This Wednesday, we are holding a seminar on Mortgage. 

Meeting with Melissa to discuss gift shop payroll program. They would like for us to implement for them. This would include deductions for the cafeteria, pharmacy, wake forest tickets etc. we are working with Medavante to see if they can assist us with this program offering.


Description:
Was present for their benefits day: 

About 75 employees came through during the day; 3 of them were currently members. Gave out 6 membership packets. Informed them where funds/accounts could be accessed.
Opened 1 HC with P.Dedn.


Description:
Gina emailed me back regarding choosing possible dates for onsite visits. I suggested Dec. 3,  Dec. 17 and Jan 14 to her. She will check with Ron about which is the best day for us to come out and get back.


Description:
Left voicemail for Loree about scheduling onsite visit.


Description:
Left voicemail for Phyllis about scheduling onsite visit. Emailed her about scheduling same.


Description:
Spoke with Jeannette; call her back @ beginning of 2008.


Description:
Onsite visit scheduled for Dec. 4 from 11:30-1pm. Not able to be there during staff meeting as their agenda is always so packed; set-up in break room during the 2 lunch breaks.

Emailed Linda flyer announcing Allegacy visit.


Description:
Phyllis emailed me about what dates we have open. Emailed her back 6 open dates &  times.


Description:
Spk w/ Joyce.  Will not allow a local cu.


Description:
Left Jim vm msg regarding payroll, volunteering, & JBA mtg.


Description:
E-m'd Sherri to congratulate them for winning Best Places to Work 2007: Top-ranked midsized businesses.  Also asked to schedule enrollment at sales mtg and other locations.


Description:
Spoke with Sandra. She will get back to me before week's out. If not, call her on Monday.


Description:
Contact, Carla Silos is out of office. Call back tomorrow.


Description:
Spoke with Elain; now till April is their busiest time. Call back in April '08.


Description:
Spoke with Carla- James will be out of office till Monday. Call back then.


Description:
Shannon's out of office. Left him a voicemail message.


Description:
Gina emailed me back with date for onsite visit; Dec 17 for their staff meeting.
Emailed Gina flyer announcing Allegacy visit.


Description:
Left voicemail message for Will about scheduling onsite visit.


Description:
Enrollment visit scheduled for Dec 11 from 11am-2:30 pm.
Emailed Phyllis flyer announcing Allegacy visit.


Description:
Spoke with Chuck. He will check with employees & get back to me by next week. Call him back if I haven't heard from him by then.


Description:
Cynthia returned my call. Call back 1st week of Jan '08.


Description:
E-m'd poster promoting enrollment & e-checking flyer for payroll stuffer.  Rec'd reply from Judy asking about her H acct.  Checked w/ June who told me her H acct was closed a couple days after it was opened.  Talked w/ Debbie McCliment who is going to contact Judy.


Description:
E-m'd Leslie to see if they are planning to do a benefits fair this year.  Received e-m that they are planning one tentatively 1/10 from 12-2p.


Description:
Tried to contact Ed Jenkins & Kim Dowell to schedule enrollment.  Didn't leave vm msg.  Spk w/ Louis.  He talked w/ Peggy who doesn't think dd will be a problem but wants to verify w/ owner.  Will let me know as soon as he hears back.  Gave June at Hvl an update.


Description:
E-m'd to see if they do in service meetings for staff.


Description:
Tried to contact Terry to schedule enrollment for truck drivers.  Out of the office.  Spk w/ Todd scheduled enrollment 12/13 at 12p.  Will provide pizza.


Description:
Rec'd reply from Jennifer.  Did pass info on but they are not interested in offering local cu at this time.  Suggested I check back some time next year to see if there intentions have changed.


Description:
Rec'd reply from Tom letting me know that he hasn't responded sooner because he is working on simplifying their benefits to make sure the employees know what is available.  And they do offer a corporate cu.  Asked to meet 12/18 at 9am.  Replied that I was available.  Rhonda Walker, his assistant replied that she is too.


Description:
Spk w/ Deidra. Credit Union services did not come up on last survey.  Right now working on things the employees did request.  Willing to meet w/ me to find out the benefits and then see if there are any employees who would be interested in an affiliation.  Scheduled mtg 1/15 at Carrabas.


Description:
Tried to follow up w/ Ed.  He is no longer w/ the co.  Left vm msg for Linda to find out who took his place.


Description:
Talked w/ Sue.  Told me to talk w/ the owners, Mike Spinks or Steve Magowan.  Spk w/ Mike.  Would like his partner, Steve to be involved.  Asked me to contact him next Wed to schedule mtg w/ both of them.


Description:
Spk w/ Karen.  Only person in HR right now.  In the middle of making major changes.  Asked me to contact her mid or end of Jan to see if she has time to meet.  Offered to take her to lunch, if she can get out of the office.  Corporate is in Phoenix. Payroll handled out of corporate. Currently offer Corporate American.  Nearest location is in Clt.


Description:
Tried to contact Bill.  Didn't leave msg.


Description:
Attended benefits fair:

3 New
1 HC
3 P Dedn.
1 AIG ref
Answered other members' ques; handed out 8 membership packets.


Description:
Onsite visit with the following results:

8 New
2 Check
10 P Dedn (incl. 2 increases)
1 Dir Dep
1 OD
1 CD 

Spoke about the new 7-month CD offering. Gave out 1 membership packet with Pdedn & 2 Direct Deposit forms (for employee & wife) - Supposed to fax in to us. Addressed 2 members concerns.


Description:
Stopped in to see Craig to follow up on affiliation; not in today.


Description:
Spoke w/ Craig about affiliation.  Has not had any further discussion thus far; they are remodeling inside currently.  Is planning to discuss at their next meeting.


Description:
Spoke w/ Terri to schedule a meeting; December is very busy but will follow up mid-Jan to schedule meeting and enrollment.  Payroll is running smoothly (ref. 10-06 activity) and are still doing in-house.


Description:
Spoke w/ Barry and rescheduled Allegacy Services meeting for 12/19 @ 9:00.


Description:
Spoke with Nikki. I asked about coming out during ALL their enrollment dates in Feb '08. She needs to confirm with her director the dates for next year's benefits/enrollment & will get back to me.


Description:
Set up in break room during lunch. Addressed members' concerns. Gave out one appl. Packet with payroll dedn form. Linda was out on vacation today.


Description:
Gave out 2 appls. Incl. one with payroll dedn. Form. Attendance was low & slow.


Description:
Was at table for Mistletoe Run. Not much interest aside from one person taking an appl. Packet. A few current members stopped just to say hello.   :-)


Description:
Check back with Nancy 2nd week of January. They come back on Jan. 3rd.


Description:
Still in process of hiring. Call back mid-Jan.


Description:
Debbie's out of office. Left voicemail for her.


Description:
Tried to follow up w/ Mike.  Got vm msg.  Didn't leave msg.


Description:
Corporate has moved to Charlotte.  Chris Ward, employment benefits manager 704-697-5214.  
Corporate has 110 employees.  3 Harris Corners Pkwy 28269.

Locations:
Benson 1203 S. Chesapeake Rd., 27504
Oregon, 16225 SE Penn Street 97015
Utah 3 Park Center 84016
Kansas 701 E. Ave, Kingman, 67068
NJ 450 East,  08326
Mooresville
North Little Rock, Arkansas 
Waynesboro, 1020 Shannondoah Dr. 22980


Description:
Tried to contact Terry to work out enrollment details.  Not available.


Description:
Spk w/ Ed.  Mostly college students working there.  Will be a push for direct deposit.  Asked me to check back Monday after he has had an opportunity to talk w/ partners.


Description:
New division still moving in; call back 2nd week of January.


