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 | February 17, 2026 11:00 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 Senior Market Sales® (SMS) webinar, part of SMS’ ancillary webinar...

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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 | March 11, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

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Ancillary Series: NCD

Webinar | February 24, 2026 11:00 AM Central Time Zone

Medicare doesn’t cover most dental procedures, resulting in a coverage gap for many. Be the agent who’s ready to fill that gap by offering suitable dental insurance solutions from NCD. Learn how to...

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Ancillary Series: Golden Rule Insurance Company, a UnitedHealthcare Company

Webinar | March 17, 2026 11:00 AM Central Time Zone

Clients on a fixed income need more than just any old health insurance policy. They need complete coverage that won’t leave them with unexpected expenses. They need A-rated* Golden Rule Insurance...

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Ancillary Series: Assurity

Webinar | March 10, 2026 11:00 AM Central Time Zone

Help give clients peace when it comes to their health insurance coverage by offering them ancillary solutions from Assurity. Clients that you help in this way, are clients for life. Discover how...

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Ancillary Series: Liberty Bankers Life

Webinar | March 3, 2026 11:00 AM Central Time Zone

Leaving gaps in your clients’ coverage is not a good thing. That’s why proactive agents choose to offer the ancillary products available through Liberty Bankers Life. Discover how these products fill...

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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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North American Secure Horizon FIA Suite

Webinar | March 11, 2026 02:00 PM 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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A Selection of Life Insurance Sales Concepts

Webinar | February 26, 2026 10:00 AM Central Time Zone

In the spirit of Valentine’s Day, Senior Market Sales® (SMS) and Mutual of Omaha are teaming up to give you life insurance sales concepts with a variety that’s like a box of chocolates — but with...

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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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