NAIFA Sales, Marketing and Prospecting Tools | Member Benefits | NAIFA

NAIFA Sales, Marketing and Prospecting Tools

As a NAIFA member you have access to unique sales, prospecting, and marketing tools designed to help you succeed—all offered at special member rates.

For more information

Diane W. Powers
Vice President,
Professional Development & Education
(703) 770-8226
dpowers@naifa.org

The Career Activity Management (CAM) System® - NAIFA Edition
a Microsoft Windows-based powerful sales activity and production data analysis tool with customization and coaching support features. Designed to help individual producers track and boost their sales performance and manage their client cases in a comprehensive yet readily accessible manner and offered to NAIFA members at a preferred price.

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Single Producer one year license

Producer Plus Assistant one year license

NAIFA-Alberstein Productivity Planner™
The perfect companion to the online NAIFA-Alberstein CAM Report, the NAIFA –Alberstein Productivity Planner is a paper-based tool that helps you efficiently manage the organization of daily contacts, appointments, presentations, and results.

The ValuePitch Process™
An online video training program designed with features unique to NAIFA members that employs a four-step process to help you identify, refine and build your “elevator pitch.”

LIMRA/NAIFA Sales Booster Assessment Tool
LIMRA and NAIFA have partnered to offer Sales Booster™, a sales development tool that is designed to help producers align their thinking with their sales objectives as well as uncover tendencies that may unknowingly prevent them from achieving better results.

LIFE Foundation Materials
As a NAIFA member, you can put the resources of the Life and Health Insurance Foundation for Education (LIFE) to work to increase your bottom line. LIFE has print materials, video-based resources, and TV and radio commercials at great discounts to NAIFA members.