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SAM PLANNERS

The Sales Activity Manager is geared a little more toward newer producers, but it is popular among veterans as well, and contains income categories for both insurance and investment products. One of our two original tools, the Sales Activity Manager is the #1 selling planner in the industry and can be used with popular client-building systems or independently but we have found the greatest success when its combined with our eScoreBoard. By combining the two you can leverage the convenience of a paper planner with the power of today’s latest Internet technology.

eSCOREBOARD

eScoreBoard® is a cloud-based performance measurement system that helps everyone focus on the goals and what’s needed to achieve them, analyze key metrics and identify training opportunities. It is a Self-management and Leadership tool designed to benefit Producers, Agency/firm managers and Home office leaders.

eScoreBoard® can be used independently or with our SAM Planner, as well as individually or to manage a group or unit. Thousands of new and experienced producers use it as a vital business management tool and it is the centerpiece of the SAM System™. Feel free to contact us for more information about this unique subscription software product.

eRECRUITBOARD

eRecruitBoard™ is the first-of-its-kind, customizable around your culture and is meeting the needs of leaders across the industry.  eRecruitBoard™ is a names-driven, collaborative candidate tracking tool that is Easy-to-use, Cloud-based, Mobile-friendly and it can help you:

  • Managing the recruiting process
  • Make smart Hiring Decisions
  • Manage by the Metrics

eRecruitBoard™ is designed to do all three by providing a system for you and your managers to easily evaluate candidates and track their rogress across all three stages of recruiting:

  • Connect (Interviewing)
  • Hire (Onboarding)
  • Retain (Producing)

LEARN MORE ABOUT SAM

To learn more about Sales Activity Management CLICK HERE.

OUR PRODUCT TRAINING

If you want more information about training on our products – CLICK HERE.

ORDERING SAM PRODUCTS

If you’d like to order SAM Products, you can ORDER HERE.