About Us

The SAM Story

April 15, 1995

That’s the day Mickey Straub launched Sales Activity Management (SAM). The product itself had already been years in the making by that point. Company founder Mickey Straub used his years of experience as a federal agent and an insurance agent to create the tools and launch the company that would revolutionize an industry with one simple concept: You can’t manage time, only activity.

Industry leaders call Sales Activity Management the “MAGIC BULLET.”

We call it the most EMPOWERING concept in the world!

Mickey and Jon pointing at each other

President/Founder Mickey Straub with Jon O’Neil at the American National Conference.

Company History

Mickey Straub, our founder, launched Sales Activity Management, both the company and industry, in 1995 to help improve the onboarding process and likelihood of success for talented new producers. He soon learned that the activity-based strategies had been used for years by industry icons/leaders to help new agents/advisors build and maintain a successful career, but under different names. So, he started learning from them and making SAM products customizable around each company’s unique culture and business took off. (He also wanted to make a difference in the industry, especially with retention, and provide managers with better tools to train and develop.)

Along the way, Mickey and his team realized that Activity Management gives people the FREEDOM to control the controllable and achieve any goal by encouraging Personal Responsibility for their actions, two American ideals that need to be energized. So, SAMUSA is also his way of spreading patriotism and love for our country while empowering people to succeed.

The first SAM Planners had built-in sales tools and came in the form of a 3-ring binder—a great idea, but not the ideal execution. Mickey persevered, and in working with his first clients he found the ideal solution: a spiral-bound planner that was customized to their unique culture. Sales Activity Management sold 500 spiral-bound planners in the first six months, and continued to grow 40-50% annually in the years to follow. Today, SAM has sold well over 1 Million individual planners.

"Everything in life is about... ACTIVITY"

- Mickey Straub
Candidate of 82nd District for the Illinois House of Representatives Mickey Straub during a photograph session at his studio in Burr Ridge, Illinois, on January 9, 2018.
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Empower

SAM is built on one simple, yet EMPOWERING concept. You have the power to improve your sales. You reap what you sow. Sales activity will yield sales results, so simply improve activity and you’ll improve your results.

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Equip

The SAM family of products EQUIP agents and advisors with the tools they need to succeed. These tools are built by and for the financial services industry to make sure you’re able to manage the activity and analytics that drive success.

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Enrich

Not just another company, SAM is here to ENRICH your life and inspire you to achieve new levels of success. Our tools are based in biblical principles and reflect patriotic, American ideals that you can be proud to support. 

A Best Practice used by Leaders to Build Careers…for decades!

W. Clement Stone

Jack & Garry Kinder

Harry P. Hoopis

O. Alfred Granum

Phillip C. Richards

Maurice L. Stewart

Doug Lennick

Rick Madan

Al Walter headshot

SAM can help you transform your business

…into a Mathematical Equation!

What can SAM do for you?

SAM takes a holistic approach and provides the resources needed to implement a goal, activity and metrics based performance management system to help individuals and sales teams…identify, manage and measure the high-payoff activities that help them achieve goals and control the direction of their business.

With SAM, Producers develop the right habits to build a successful career. Managers are better able to coach, lead and transfer their skills to build a high-performance culture. Enterprise Leaders are able to solve the consistency, language and distance challenges to build the right culture and support a remote field force.

Our resources include a combination of paper and digital solutions plus services. Each SAM Tool is customizable, interdependent and available separately, but work best together within The SAM System™: Collect—Analyze—Coach

What makes SAM unique?

Founded by an insurance agent, SAM started as many start-ups do . . . out of the basement of a house with a mission to “Make a difference”. Since 1995 SAM has empowered almost two million clients with this concept and strategy that inspires confidence and success and the tools that bring it to life.

SAM Tools and SAM Services (Training/Coaching/Consulting) are designed by and for the field and customizable for maximum impact on productivity, retention and culture. We pioneered this industry to make success available to everyone, to enrich lives, and promote American ideals. We also hope that our clients embrace this empowering concept and strategy, based on the Law of the Farmer (We reap what we sow.), in their personal lives to help make this world a better place.

“SAM Suite is an amazing tool, and it has been a dream come true to work with the SAM Team! Thanks to you and your team for the help in getting us going on the SAM system.”

DARCY JOHANSEN

ASSOCIATE PARTNER

Measuring business analytics is more important than ever! I have used Sales Activity Management systems for more than 25 years, and we taught thousands of producers to use them while I was the VP and CLO for Agency at the largest Mutual Life Insurer.”

MORRIS SIMS

LEADERSHIP COACH

SAM assisted us in empowering our advisors to control and manage their activity. The SAM Team is a tremendous resource to assist us all in becoming great leaders.”

BILL CUFF

FORMER MANAGING DIRECTOR