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.
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.
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.
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.
If you’re an annuity producer, then you need an accurate outlook regarding your industry in 2025. This webinar, presented by Senior Market Sales®(SMS), provides what you need to know.
2025 Industry Outlook for Life and Long-Term Care Agents
Webinar | Jan 30, 2025 11:00 AM Central Time Zone
If you’re a life or long-term care (LTC) insurance agent, then having an accurate outlook regarding your industry is paramount. This webinar, presented by Senior Market Sales® (SMS), provides...
Level Up Your Business: Why a Strong Web Presence Matters
Webinar | Jan 22, 2025 01:00 PM Central Time Zone
In today’s digital age, your online presence is often the first impression potential clients have of your business. Join us for this insightful webinar with AgentMethods Founder, Aaron Kassover, to...
In today’s evolving financial landscape, understanding life settlements can provide you with a unique edge in the market. Join Luke Ramsey, President of Evolved Life Settlements, who will share his...
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