Exclusive means exclusive
A lead goes to one agent. We do not resell it, and we do not recycle it later as aged data.
About
Built for Agents Who Are Tired of Buying Bad Data
Broker Buddy is a life insurance lead platform for independent agents and agencies. We generate General Life leads, verify the consumer's phone with an SMS one-time code, and deliver each record exclusively to one agent — inside a tracker built to work them.
Why Broker Buddy exists
The lead market trained agents to expect three things: a CSV, a number that may not be real, and three competitors already dialing it. Every part of that is a solvable problem, and none of the solutions are exotic — verify the phone, deliver to one agent, and put the record somewhere the agent can act on immediately.
Broker Buddy is that combination as a product rather than a promise: capture, verification, matching by state and preference, real-time delivery, an SMS alert, and the Broker Buddy Tracker where the lead is worked.
How we operate
Verify the phone number
Every General Life lead requires an SMS one-time code before submission completes, so the number on the record is a number the consumer controls.
Deliver into a workflow
A lead in an inbox is a task. A lead in the Tracker — with notes, follow-ups and appointments — is a workflow.
No guarantees we cannot keep
We describe volumes as approximate and we do not promise contact rates, sales or return on spend. Nobody credible can.
Who we serve
Licensed independent life insurance agents buying leads for themselves, and agencies distributing volume across producers. You choose your states, your approximate daily volume and your delivery days, and you can change them as your business changes.
Company
Broker Buddy is operated by CFT Services LLC. Questions about the platform, billing or partnerships can go through the contact page. Our affiliate program pays lifetime commissions on referred customers.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.