Client Stream®: The Total Marketing Solution for Agents

Plug into proven exclusive tools and resources designed to fill your pipeline with prospects and help you stay connected with clients.

Build Leads With the Client Stream Platform

Go Beyond Leads to Build a Marketing System

Are you frustrated with relying on lead vendors that don’t deliver? The Client Stream marketing system gives you multiple proven client acquisition channels and a platform to nurture leads and engage current clients. Start building a pipeline of opportunities, not just a list of disposable names.  

What Is the Client Stream Marketing System?

Lead Platform

Get discounted leads from multiple channels in this unique platform that matches prescreened lead vendors with agents. 

Marketing Platform

Manage your website, access customizable marketing content, send email campaigns and post on social media all on one platform.

Multi-Channel Lead Generation*

Data Leads

Fill your pipeline with names from vendors that have been vetted according to quality and compliance standards.

Workshops and Webinars

Fill your appointment calendar and build your brand at the same time with Client Stream’s turnkey workshop programs.

Social Media Leads

Reach your ideal customers with targeted messages that drive leads for multiple products and planning concepts.

Live Transfer Leads

Increase close rates and lower acquisition costs with live transfers of prequalified prospects who are asking for help.

Direct Mail

Increase response rates and reduce cost per lead with tried-and-true direct mail programs that work.

Email Marketing

Nurture leads and drive additional cross-sell opportunities with an email marketing platform and approved content.

*Regulations vary by product type. 

Agents & Advisors Can Access SMS' Marketing Experts

Access to Marketing Experts

Agents often have many of the pieces of an effective marketing plan, but just need someone to help them put it all together. With Client Stream, our team can help you put the pieces together with expert advice on strategies, tactics and best practices.

Explore Upcoming Events

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Ancillary Series: Cigna

Webinar | March 24, 2026 11:30 AM Central Time Zone

Do you want to be the agent clients call for all their health coverage needs? Of course you do. That’s why you should attend this webinar, part of SMS’ ancillary webinar series, regarding...

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Sign up for this webinar

Annexus Athene BCA 2.0

Webinar | March 25, 2026 11:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Athene BCA 2.0

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | April 8, 2026 10:00 AM Central Time Zone

Streamline your Medicare enrollment process with powerful technology that lets clients self-enroll, and even update their pharmacy, provider and other information prior to meeting with you. Also, run...

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | May 13, 2026 10:00 AM Central Time Zone

 Inefficiency and inaccuracy can hinder the Medicare enrollment process. But with tech from Senior Market Sales® (SMS), you’ll have the tools to succeed. Get paid when clients self-enroll.* Present...

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | June 10, 2026 10:00 AM Central Time Zone

 Inefficiency and inaccuracy can hinder the Medicare enrollment process. But with tech from Senior Market Sales® (SMS), you’ll have the tools to succeed. Get paid when clients self-enroll.* Present...

Register Event Info
Sign up for this webinar

Americo Benchmark Flex FIA Suite

Webinar | April 1, 2026 10:00 AM Central Time Zone

 Join this webinar, hosted by Annexus, to learn more about the Americo Benchmark Flex Fixed Index Annuity Suite. 

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Be a Lifesaver to Life Insurance Clients

Help Clients Unlock the Value of Their Life Insurance With LifeVault

Webinar | March 24, 2026 10:00 AM Central Time Zone

Unlock hidden value in your clients' life insurance portfolios with LifeVault. Join this Senior Market Sales® (SMS) webinar to discover how LifeVault can relieve premium funding obligations, prevent...

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Ready to Implement a Marketing System?

Talk to a marketing consultant about how you can streamline your marketing efforts with Client Stream.

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