Empowering Financial Professionals to make success a habit…since 1995.

Do you want to Maximize Results and Minimize Regrets?

The easy answer is to “Spend Time Wisely” and “Achieve Your Goals”, or at least most of them.

The tougher question is, “How?”

Sales Activity Management named and pioneered the Activity Management industry to inspire and empower Agents/Advisors to succeed and Managers to lead….and to make a difference in this noble profession. How? By providing custom tools and resources that help you spend time wisely and achieve your goals…by helping you manage your Sales Activities, because you cannot (literally) manage Time. It is the Secret of How.

SAM has been Inspiring Careers to THRIVE… since 1995! Over 1.5 million SAM Tools sold!

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Solutions Designed to help Producers Succeed and Managers Lead

SAM Planners®

New SAM Suite®APP

SAM Services

Plus Inspiring Resources to help you WIN THE DAY!

Our Vision

To inspire and empower success.

Why SAM?

Founded by an insurance agent, SAM started out in a basement with a mission, “to make a difference in the industry.”

 SAM helps Agents/Advisors stay focused, organized, disciplined, and develop the right habits to achieve their GOALS…and Managers are better able to coach, develop talent, lead, and build a positive, high-performance culture.

Endorsed by NAIFA

Free Inspiring Materials

Sales is a Numbers Game

Five Little

What is Sales Activity Management?

Do you want to improve Sales? The solution is simple: Improve Sales Activity.

Our Client List

“Getting and using SAM is the best investment you can make in this business.”