SAM PLANNER^®

2025 Sales Activity Manager™ for Multi-line Agents (105ML25)

Product Specs

8.5″ x 11″ wire-bound 12 Month Annual Planning Calendar for January-December, 1″ thick, Blue wraparound cover with gold foil stamping.

This sales planner was created by and for Property Casualty producers who may also want to measure life insurance sales effectiveness.

Which SAMBook^® Planner is best for you?

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$42.00

Product Description

Description

The Sales Activity Manager for Multi-Line 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. This planner can be utilized by new agents who need to develop their good work habits from the beginning and veteran agents who want to focus on cultivating their existing client base. Its perfect for the full-service, Multi Line Professional! 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.

How to use the SAM PLANNER®

The SAM Planner is like no other tool you’ve ever used. You’ll start by setting goals to ensure that you’re clear on what you want to achieve, why, and how you’re going to get there. Make sure to give this section the attention it deserves—be specific and honest about where you want to be and what you’re willing to do to get there. Our Planner will help hold you accountable.

Once you’ve defined your goals, you’ll move into the meat of the planner: Week-at-a-Glance pages that turn your personal business goals into a scorecard that keeps your eye on the prize and gives you the tools you need to optimize your activities for the greatest return.

In the Business Management section, we share detailed pipeline tracking forms to follow your customers from the prospect stage, through the initial client stage, and all the way through to a successful client relationship. The video to the left introduces you to each section of the SAM Planner. Check it out to learn in detail what it’s like to use the SAM Planner to transform your business.