REVIEWS & TESTIMONIALS
What do Industry Clients have to say?
I have used SAM planners for over 10 years and recommend them…they are very vital tools!
Everyone needs to know how amazing these books are…and it has helped me grow my business!
Agent, New York Life
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!
Agent, Knights of Columbus
I tried using a different planner…but I’ll never stray from SAM again!
Agent, Ameriprise Financial
Our agents love the books and the motivational quotes! Activity is key to our business!
The SAM Planner helped me out tremendously as an agent…and it definitely contributed to my success!
MLGA, American National
SAM Suite has been GREAT and my advisors are really loving it!
Director of Coaching, Empire Wealth Strategies
I don’t remember being this excited about tracking my activity, ever!
This is the best thing I’ve ever seen come along in the industry…some features are genius!
General Agent, Past GAMA President
SAM Suite is an essential ingredient to leading a winning organization. As a GA, we used their tools to impact everything from recruiting and onboarding to productivity and retention.
Leadership Consultant, Keynote Speaker / LAMP 2019
Well done…you built everything into SAM Suite that we’ve been talking for years! Your tools, systems and strategies are more relevant than ever in this industry!
Past GAMA President, Managing Partner (Guardian)
Thanks to you and your team for the help in getting us going on the new system! SAM is an amazing and it has been a dream come true to work with Rick!
Associate Partner, Cambridge Financial (Penn Mutual)
SAM has 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.
Managing Director, Prudential
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. Measuring business analytics is more important than ever!