Consumer sees an ad
A prospect actively searching for life insurance protection engages with a Broker Buddy campaign.
Every lead SMS OTP verified
Join 500+ Agents Working With Broker Buddy Today
Get Your First Fresh, Real-Time Lead in as Little as 1 Hour
Broker Buddy delivers exclusive, SMS OTP-verified General Life leads directly into your CRM in real time. Choose your states, choose your volume, and start receiving prospects without waiting days to launch.
SMS OTP Verified
Exclusive
Never Resold
Real-Time Delivery
Full Qualification Data
Live lead pipelineREAL-TIME
General Life questionnaire
Marcus Whitfield
Texas · 78704
Coverage $500,000
(512) 4••-••••
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•
•
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6-digit SMS code sent to the consumer's phone
OTP Verified
Broker Buddy Lead Engine
ValidateMatchRoute
Broker Buddy CRM
Marcus Whitfield
(512) 4••-••••
TexasAge 42Term Life$500k
SMS OTP VerifiedReal-Time DeliveryExclusive LeadsNever ResoldNo Aged ListsFull Qualification DataNationwide CoverageBuilt for Life Insurance AgentsSMS OTP VerifiedReal-Time DeliveryExclusive LeadsNever ResoldNo Aged ListsFull Qualification DataNationwide CoverageBuilt for Life Insurance Agents
General Life
One Lead. Multiple Opportunities.
Broker Buddy General Life leads are not narrowly locked into one insurance product. Depending on the prospect's needs and suitability, agents may be able to discuss a range of life insurance solutions.
Term Life
Whole Life
Final Expense
IUL
Broker Buddy
General Life Lead
A consumer actively looking for life insurance protection — fully qualified and OTP verified before it reaches you.
ExclusiveOTP VerifiedReal-Time
Mortgage Protection
Income Replacement
Family Protection
Other appropriate life insurance solutions
"You're not buying a narrowly defined lead that disappears if one product isn't the right fit. You're speaking with someone actively looking for life insurance protection and determining the solution that best fits their needs."
Not every consumer qualifies for every product. Suitability is always determined by the agent based on the prospect's needs and circumstances.
Verification
Every. Single. Lead.
Is OTP Verified.
A consumer cannot complete the Broker Buddy lead process without verifying access to the phone number they provided.
6-Digit SMS Verification
Verified Before Delivery
No Unverified Form Submissions
Broker Buddy
Verify your phone
We text a 6-digit code to confirm this number belongs to you.
(512) 4••-••••
SMS code sent · expires in 10:00
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Awaiting verification
Lead eligible for delivery →
- 1Consumer enters phone number
- 26-digit SMS code is sent
- 3Code is entered
- 4Verified badge appears
- 5Lead becomes eligible for delivery
The record
See Exactly What You Get
A realistic Broker Buddy CRM lead card — with the full qualification record behind it.
Broker Buddy CRM · New LeadLIVE
Marcus Whitfield
(512) 4••-••••OTP Verified
marcus.whitfield@example.com
Received
2 sec ago
State
Texas
Age
42
Product
Term Life
Coverage
$500,000
- Name
- Marcus Whitfield
- Phone
- (512) 4••-••••
- marcus.whitfield@example.com
- State
- Texas
- ZIP
- 78704
- Age
- 42
- Date of birth
- 03/1984
- Gender
- Male
- Coverage amount
- $500,000
- Beneficiary
- Spouse
- Tobacco use
- No
- Health information
- Good — no major conditions reported
- Employment
- Full-time
- Income
- $85,000
- Existing insurance
- Employer group only
- Reason for coverage
- Protect family / replace income
- OTP verification
- Verified via 6-digit SMS code
More Than a Name and Number.
Every delivered lead carries the full questionnaire response, so the first call starts with context instead of discovery.
- Name
- Phone
- State
- ZIP
- Age
- Date of birth
- Gender
- Coverage amount
- Beneficiary
- Tobacco use
- Health information
- Employment
- Income
- Existing insurance
- Reason for coverage
- OTP verification
Demo record. Phone numbers on public pages are always partially masked.
Real-time delivery
From Their Phone to Yours in Seconds.
Broker Buddy automatically matches incoming leads based on your states, delivery preferences, balance, and eligibility.
01
Consumer
Completes the General Life questionnaire and verifies their phone.
02
Broker Buddy
Receives, validates, matches, and routes the lead.
03
Agent
Lead instantly appears inside Broker Buddy CRM.
Exclusivity
Your Lead Means Your Lead.
Drag the divider to compare Broker Buddy against traditional lead lists.
Broker Buddy
- Exclusive delivery
- Never resold
- Never aged and recycled
- SMS OTP verified
- Real-time
- Full qualification data
- Delivered directly into CRM
Traditional Lead Lists
- ×Shared contacts
- ×Aged data
- ×Resold leads
- ×Unverified phone numbers
- ×Cold lists
- ×Limited information
Traditional listsBroker Buddy
Interactive lead journey
Follow a lead from first click to first call.
Stage 1 / 8
Completes questionnaire
They answer the General Life questionnaire covering coverage needs, health, and household details.
Verifies phone via OTP
A 6-digit SMS code is sent. The submission cannot complete without entering it.
Broker Buddy receives lead
The record is validated, normalized, and time-stamped the moment it lands.
Lead Engine matches the agent
States, delivery preferences, balance, and eligibility determine the correct agent.
Lead enters Broker Buddy CRM
The full qualification record populates automatically — no imports, no spreadsheets.
Agent receives notification
SMS and in-app alerts fire so the lead is worked while attention is highest.
Agent calls the prospect
One-click copy phone, call notes, follow-ups, and appointments live on the same screen.
Included CRM
Your Leads Already Have a Home.
Broker Buddy CRM is included with Broker Buddy lead purchases.
Broker Buddy CRM
Balance: 46 leadsRefill
New leads
Marcus Whitfield
(512) 4••-••••
TX · Age 42
Danielle Ortega
(305) 8••-••••
FL · Age 36
Raymond Cole
(678) 2••-••••
GA · Age 51
Marcus Whitfield
(512) 4••-••••
Status
New
Follow-up
Today
Appointment
Set
Call notes
Spoke with prospect — reviewing coverage options
- New leads populate automatically
- Large phone number display
- One-click Copy Phone
- Lead information
- Call Notes workspace
- Follow-ups
- Appointments
- Lead status
- Order balance
- Refill station
- SMS lead alerts
- Order history
No complicated CRM setup. No manual imports. Your leads show up ready to work.
Start Receiving LeadsSMS · Broker Buddy
New lead received: Marcus Whitfield, TX, age 42.
Broker Buddy CRM
Marcus Whitfield
(512) 4••-••••
Texas · Age 42 · Term Life
Notifications
Know the Second a Lead Arrives.
Agents can receive immediate SMS and in-app notifications the moment a new lead is delivered — then work it straight from Broker Buddy CRM.
Coverage
You Choose the Market.
Agents select the states where they want to receive leads. Availability and approximate delivery volume vary by state and current demand.
Your market
3 states
Leads are routed only to agents licensed and eligible in the selected states.
TXFLGA
Sample interaction. Approximate delivery volume shown for illustration only.
Capacity
Built Around Your Capacity.
Agents choose approximately how many leads they want to handle per day, and on which days delivery runs.
Daily Lead Volume
~12/day
520
States
Delivery Days
Volume settings are approximate targets based on availability in your selected states. Exact daily quantities are not guaranteed.
Choose Your Weekly Lead Plan
Get a fresh supply of exclusive General Life leads every week at $25 per lead. Cancel anytime.
$25 per leadExclusive • SMS OTP Verified • Real-Time General Life Leads
Weekly Plan
Choose how many leads you want delivered each week.
$25 per lead • Renews weekly • Cancel anytime
Select your states
0 states selected — select at least 3Select at least 3 states. For the best delivery consistency, we recommend 10+.
More states gives Broker Buddy more opportunities to match and deliver available leads.
Referral Code
Have a code from a Broker Buddy partner? Apply it before checkout.
Your referral benefit will be confirmed when you place your first order.
Your Weekly Subscription
General Life Leads
- Leads per week
- 20 leads
- Price per lead
- $25
- States
- None selected
- Plan price
- $500/week
Billed weekly$500/week
Renews automatically every 7 days. Cancel anytime — you keep the week you already paid for.
Please select at least 3 states to continue.
- SMS OTP Verified
- Exclusive
- Never Resold
- Real-Time Delivery
Getting started
From Order to First Lead
1
Build Your Order
Choose your quantity and states.
2
Verify Your Account
Create or log into your Broker Buddy customer account.
3
Complete Your Setup
First-time customers answer a short onboarding questionnaire.
4
Start Receiving Leads
Broker Buddy creates your CRM account automatically and leads begin flowing.
Social proof
Built for Agents Who Actually Write Business.
Layouts below are reserved for verified agent proof. Real testimonials, screenshots, and results are added only once submitted by agents.
Demo placeholder
Agent testimonial
Quote from a producing agent.
Demo placeholder
Written business screenshot
Policy submission or issued case.
Demo placeholder
Policy win
Product written and coverage amount.
Demo placeholder
Refill screenshot
Repeat refill inside Broker Buddy CRM.
Demo placeholder
Repeat order
Returning customer order history.
Demo placeholder
CRM screenshot
Live lead pipeline view.
0+
Agents working with Broker Buddy
100%
Leads SMS OTP verified
1 hr
First lead in as little as
FAQ
Questions, Answered.
A consumer actively looking for life insurance protection who completed the Broker Buddy General Life questionnaire. Because the intent is broad, the conversation can go wherever the prospect's needs and suitability lead.
Yes. Each lead is delivered exclusively to one agent.
Yes. A consumer cannot complete the Broker Buddy lead process without entering a 6-digit code sent to the phone number they provided.
No. Broker Buddy leads are not resold, aged, or recycled into later batches.
Delivery is real time. Once a lead is verified and matched, it appears in your CRM within seconds.
You select the states you are licensed in and want to work. Availability varies by state and current demand.
Yes. You set an approximate daily volume and the delivery days that fit your capacity. Exact daily counts are not guaranteed.
Yes. Delivery can be paused and resumed from your account without losing your remaining balance.
No. Broker Buddy CRM is included with lead purchases and your leads arrive there automatically.
Broker Buddy CRM is the built-in home for your leads. If you also work in an outside system, lead data can be copied out of the record.
When your balance runs low, the refill station lets you top up your order and delivery continues without re-onboarding.
After your order and onboarding are complete, delivery can begin quickly — in as little as 1 hour.
First-time customers answer a short questionnaire covering licensed states, delivery preferences, and contact details. Your CRM account is created automatically.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.