A Total Marketing Solution for Agents
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?
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.