Testimonials
Joe Jordan
Speaker/Author
I have used SAM planners for over 10 years and recommend them…they are very vital tools!
Teresa Smith
Independent Agent
SAM Suite has been GREAT and my advisors are really loving it!
Angelina Weeks
Director of Coaching, Empire Wealth Strategies
Richard W.
Manager, MassMutual
I really utilize your books because they are very helpful to me. I also use an electronic calendar, but I like to see everything on paper, too!
Donald Back
Allstate Insurance
Gloria Webb
New York Life
I love the quotes that you put in them – to spread the inspiration – I like to highlight and shares my favorite ones.
Joel Skipper
Mutual of Omaha
Howard Elias
Past GAMA President Managing Partner (Guardian)
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
Jamie Adams
Agent, New York Life
Alex Gayton
Insurance Agent
Matt Silvio
New York Life
Keep doing them every year…and I’ll keep ordering them. It helps me stay organized and keep track of my mileage.
James Ouimette
Independent Agent
John Laurito
Leadership Consultant Keynote Speaker / LAMP 2019
Jeffrey Russolino
New York Life
This book is a well-documented history of what I did. I track my activity. You’re doing a great job…this book is my bible!!
Dean Marlin
New York Life
Bill Cuff
Former Managing Director Prudential
I use it religiously to keep track of my calls, appointments and keep score, it’s a great, easy way of keeping track of my progress!
Bob O.
Fraternal Insurance Agent
The SAM Planner helped me out tremendously as an agent…and it definitely contributed to my success!
Christina Teager
American National
I love the SAM Planners and have been ordering them since 1997! There is still no substitute for paper!
Jason Wise
Northwestern Mutual
I can’t get away from your book…95% of the problems that agents have can be solved with the right activities! It still makes more sense to write things down. I still look at those quotations every week (which everyone needs) and promote it to people.
Rich Huber
Northwestern Mutual
I tried to get away from paper for a couple years and go digital, but my business shrank, and I kept missing appointments. You can’t make it perfect for everyone, but I still think writing things down is more effective.
Frank Finch
You need to know your stats much like a professional athlete and SAM Suite is a great tool to help you get there.
Josh C.
Sales Manager, Penn Mutual
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.