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

xxxx_WEB_SMS_ancillary-series-webinar-page-banner-2

Ancillary Series Phase II: Ameritas

Webinar | July 14, 2026 11:00 AM Central Time Zone

 Don’t miss potential sales while leaving gaps in your clients’ health coverage. Learn proven strategies to strengthen your portfolio and better serve your clients’ needs.

Register Event Info
man at desk

North American Secure Horizon FIA Suite

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

Join this webinar, hosted by Annexus, to learn more about the North American Secure Horizon Fixed Index Annuity Suite.

Register Event Info
xxxx_WEB_SMS_ancillary-series-webinar-page-banner-2

Ancillary Series Phase II: Assurity

Webinar | June 30, 2026 11:00 AM Central Time Zone

Discover how comprehensive ancillary coverage from Assurity can strengthen client relationships while increasing your sales opportunity. Join this informative webinar to explore protection options...

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

Technology Tour: Uncover How These Tools Can Propel Your Business

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

The Medicare enrollment landscape continues to change, and staying efficient is more important than ever. Join Senior Market Sales® (SMS) for an exclusive webinar showcasing complimentary tools and...

Register Event Info
Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | August 12, 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
SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | September 9, 2026 10:00 AM Central Time Zone

 In today’s fast-paced Medicare-enrollment environment, leveraging the right technology can make all the difference. Join this webinar, courtesy of Senior Market Sales® (SMS), and discover exclusive...

Register Event Info
Man with a microphone

Policy Risk is Retirement Risk: Strategies for a More Resilient Retirement Plan

Webinar | June 25, 2026 10:00 AM Central Time Zone

 Policy risk is quickly becoming retirement risk. Join this exclusive Senior Market Sales® (SMS) webinar to explore viable strategies for helping advisors build more resilient retirement plans in a...

Register Event Info

Ready to Implement a Marketing System?

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

Let’s Talk
↑