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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

Sales Forum

In Person | Jun 2, 2025 08:00 AM Central Time Zone

The Sales Forum delivers insights and inspiration from keynote speakers, SMS experts, carrier sponsors, vendors and top SMS producers. The 2025 keynote speakers were Ed Slott, a nationally recognized...

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Symetra’s SwiftTerm and SwiftProtector Life Insurance Options

Webinar | Apr 29, 2025 10:00 AM Central Time Zone

Heat up your term and permanent life insurance production with SwiftTerm and SwiftProtector coverage options from Symetra. Online applications make it fast and easy for clients to obtain quality...

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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 | May 14, 2025 10:00 AM Central Time Zone

Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...

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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 | Jun 11, 2025 10:00 AM Central Time Zone

Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...

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Help Clients Make Sense Out of Risk Control Indexes with Laurence Black

Webinar | May 15, 2025 11:00 AM Central Time Zone

Do you know what risk control indexes are and how they work within fixed indexed annuities? If not, you’ll want to attend this webinar so you can help your clients with this opportunity. This...

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North American Secure Horizon FIA Suite

Webinar | May 6, 2025 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.

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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.

Let’s Talk
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