Everything agents ask before their first order.

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.