Leads & Marketing

SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.

Marketing Programs

SMS offers a variety of marketing programs that will help you present a clear, strong message to future and current clients.

GlicRx: Prescription Discount Program

GlicRx is a nationwide prescription discount program, similar to GoodRx that helps users save up to $95 per prescription over a pharmacy's retail price. Unlike GoodRx however, GlicRx pays agents every time their clients purchase prescriptions on its platform.


Acquire and Serve High-Level Clients With Tax-Saving Strategies: The CirrusView program is a turnkey, repeatable process to help increase annuity and life insurance sales and assets under management by helping high-net-worth clients with tax-saving strategies in retirement.

Provider Group

Provider groups are proven producers that partner with Senior Market Sales to help people and access clients in a new innovative way. The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area.

Healthcare Begins Here Retail Program at Walmart Stores

This AEP you can partner with the world’s largest retailer to market your business.When you participate in the Healthcare Begins Here Retail Program you have the opportunity to meet potential clients in a high-traffic area at Walmart stores while representing the carriers of your choice.

Lead Programs

Internet leads and direct mail programs to keep you in front of new prospects.

Warm Transfer Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated lead vendors.

Internet Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated Internet lead vendors.

Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.

Prospect Lists

Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.

Lead Generation On-Demand Webinar Series

This Lead Generation Webinar Series is a series of on-demand webinars designed to show you how industry experts connect with their target market.

Custom Agent Websites

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1

Marketing Assistance

Marketing Assistance program elevates your business with funds and tools to help generate leads and reach clients.

Seminar Programs

From marketing to execution, Client Stream seminars are designed to do more than attract prospects.

About Client Stream

From marketing to execution, the Client Stream lead programs are designed to help you attract more clients.

Client Stream Lead Exchange

Are you using trusted, compliant lead sources? Get leads how you want them and when you want them with Client Stream® Lead Exchange.

Custom Agent Websites

Having a website is now a standard expectation for any business. For an agent, it can be a useful and effective tool to demonstrate your expertise and generate leads.