Qualified Life Insurance Leads Built for Agents Who Want to Grow
Join 500+ agents and 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.
General Life questionnaire
6-digit SMS code sent to the consumer's phone
Broker Buddy Lead Engine
Broker Buddy CRM
Marcus Whitfield
(512) 4••-••••
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.
Broker Buddy
General Life Leads
A consumer actively looking for life insurance protection that is fully qualified and OTP verified before it reaches you.
"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.
- 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.
Marcus Whitfield
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.
Consumer
Completes the General Life questionnaire and verifies their phone.
Broker Buddy
Receives, validates, matches, and routes the lead.
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
SMS · Broker Buddy
Alerts are on. The next verified lead lands here instantly.
Broker Buddy Tracker
Marcus Whitfield
(512) 4••-••••
Texas · Age 42 · Term Life
Delivery & follow-up
Know the Second a Lead Arrives.
Leads are delivered in real time with immediate SMS and in-app notifications, then worked from the included Broker Buddy Tracker with status, notes and follow-up in one place.
Broker Buddy Tracker included
Every lead lands in the included Tracker with status, notes, follow-ups and appointments, with no CRM setup and no manual imports.
Your licensed states
Choose the states you are licensed in. Leads are routed only to agents eligible in those markets.
Your capacity
Set an approximate daily lead volume and the days delivery runs. Volumes are approximate, never guaranteed.
Getting started
From Order to First Lead
Build Your Order
Choose your quantity and states.
Verify Your Account
Create or log into your Broker Buddy customer account.
Complete Your Setup
First-time customers answer a short onboarding questionnaire.
Start Receiving Leads
Broker Buddy creates your CRM account automatically and leads begin flowing.
Choose Your Weekly Lead Plan
Get a fresh supply of exclusive General Life leads every week at $25 per lead. Cancel anytime.
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
Please select at least 3 states to continue.
- SMS OTP Verified
- Exclusive
- Never Resold
- Real-Time Delivery
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.