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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

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

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | Mar 12, 2025 10:00 AM Central Time Zone

Attend this presentation from Senior Market Sales® to discover the power of its exclusive technology suite, and why you should start using it today.

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Why Offering Ameritas’ Dental Portfolio Spells Success for You

Webinar | Feb 13, 2025 10:00 AM Central Time Zone

Successful dental agents include Ameritas in their portfolio. Want to know why? Attend this live webinar to find out. This presentation will be given by Chad Knies, Regional Managing Director at...

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How To Generate Your Own Exclusive Leads + The 3 Keys To a Successful Insurance Lead Generation Campaign

Webinar | Feb 24, 2025 01:00 PM Central Time Zone

In this training you will learn:✅ The exact system to generate your own exclusive leads who schedule their own appointment with you.✅ The 3 keys to a successful insurance lead generation campaign✅...

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Wrap Up AEP & Create Efficiencies for 2025 with AMS+ & Lead Advantage Pro®

Webinar | Feb 27, 2025 01:00 PM Central Time Zone

Did you feel burnt out during AEP? Tired of entering the same data in multiple systems? We know your AEP season was hectic — and post-AEP can be just as crazy when you have data in multiple locations.

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Why Contract With SMS to Offer Med Supp Options From Physicians Mutual

Webinar | Mar 5, 2025 10:00 AM Central Time Zone

Attend this live webinar to discover the many reasons why agents and clients alike appreciate Medicare Supplement (Med Supp) options from A-Rated and client-recognized Physicians Mutual Insurance...

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Mirrored Loans with Prudential

Webinar | Feb 18, 2025 10:00 AM Central Time Zone

Learn more about mirrored loans in this informative webinar presented by Prudential.

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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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