Streamlining Business For Agents,
Agencies, IMOs and Carriers​

Stream Sale is one platform with six product suites to cover every 
facet of the life insurance business.

For Users

  • Upload leads in bulk or input one at a time
  • Pass leads to other users or external users
  • Assign Leads to a Downline or Outside User 
  • View Lead Slips
  • Purchase Leads
  • Filter by geography, lead type, and other metrics
  • Subscribe to regularly reoccurring lead orders
  • View each purchase
  • Link to the associated leads

For Administrators

  • Upload All Lead Types In Bulk: Mortgage Protection, Final Expense, Medicare Supplement, Medicare Advantage, Tele-lead, Facebook, Pre-Approach, Internet, etc.
  • API Connection for Sophisticated Lead Vendors
  • Attach lead slips automatically in bulk
  • Market overflow leads publically or password-protect your site
  • Accept all major credit cards and Apple Pay
  • Auto-assign leads for recurring orders (subscriptions) from available inventory
  • Review, edit and approve/reject subscription requests
  • Process credits, cancellations, and refunds

Sales ToolKit

  • Customer Relationship Management (CRM)
  • Smart Task Management
  • Calendar
  • Schedule Appointments with reminders
  • Track Your Sales and Pending Policies
  • Custom Client Communication
  • Beast Mode™
  • Auto Notifications/Alerts 
  • Lead Generation Quote Tool
  • Virtual Case Manager

Smart Reporting

  • Sales Charts & Graphs
  • Close Rate on Leads
  • Appointment Booking Rate on Leads
  • Lead Stats by Source/Vendor​
  • Sales Data by Carrier

Marketing Life

  • Agents Access Campaigns Created by the Agency
  • Campaigns are Customized with the Agent’s Contact Info
  • Easily Enroll Contacts
  • Set-It-And-Forget-It Marketing for Lead Generation or Lead Nurturing
  • Option to Charge Agents Per Message or Per Contact Enrolled
  • Pipeline View of Where Each Lead is in the Marketing Flow
  • Email, SMS and Voicemail Drop messages available
  • Complex Rules Engine for Creating Campaigns

Recruiting

  • Agent-Branded Landing Page
  • QR Code for Capturing New Recruits
  • Link to Include in Recruiting Advertisements
  • Recruit List Management
  • Interview Scheduling

Onboarding/Contracting

  • Track and Manage the Onboarding Process for Each Agent
  • Provide E&O Insurance Resources to Make Commission on Policies
  • AML Training Resources
  • Collect Contracting Documents in One Place
  • Easy Export of Data for Contracting
  • Keep Track of Licenses and Writing Numbers

Team Management

  • View Your Downline Hierarchy
  • Grab Agent Details at a Glance
  • Move Agents in the Hierarchy and Automatically Trigger Necessary Carrier Notifications
  • Manage Permissions for Each Agent
  • Set Advance Caps, Vesting, and Comp Levels
  • Set Carrier Uplines—Separate from Your Agency Hierarchy

Booker Life

  • Work with Multiple Agents Seamlessly
  • Real-time Data Sharing Between Agents and Appointment Setters
  • Easy Appointment Scheduling Flow
  • Productivity Reporting
  • Call-Center Configuration Available

Loyalty Life

  • Agents Earn Points for Taking Certain Actions in the Platform
  • Points Are Redeemed for Great Rewards & Incentives
  • Agency-wide Leaderboards Updated in Real Time
  • Share certain rewards with clients to increased retention
  • Offer LifeleyRewards.com
    • 230,000 Discounted Hotels
    • Cars, Flights, Resorts, Cruises, Vacation Homes
    • Shopping, Entertainment, and More
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