SAM for Insurance & Financial Services™
The Sales Activity Manager for Insurance and Financial Services Professionals is more than just a calendar book, it's a scorecard, productivity and coaching tool designed with tremendous input from leaders in the industry.
item: 103FS13
$32.00
The Sales Activity Manager is geared a little more toward newer producers, but it is popular among veterans as well, and contains income categories for both insurance and investment products. One of our two original tools, the Sales Activity Manager is the #1 selling planner in the industry and can be used with popular client-building systems or independently but we have found the greatest success when its combined with our eScoreBoard. By combining the two you can leverage the convenience of a paper planner with the power of today's latest Internet technology.
Trademark Layout
- Goal Setting pages to help you clarify what you want to achieve, why and how.
- Week-at-a-Glance pages that enable you to post your goals, keep score of your high-payoff activities and optimize time and results.
- Business Management section containing pipeline tracking forms, sales records, scorecards and more.
