Purchasing that scales with headcount
Order volume in line with how many producers are on the phones this month, then refill without renegotiating anything.
For agencies
An Insurance Lead Platform Built for Agency Operations
Agencies do not just need leads — they need predictable supply, one quality standard across every producer, and enough visibility to manage the floor. Broker Buddy delivers exclusive, verified life insurance leads with centralized control over states, volume and delivery.
- Scalable purchasing
- One quality standard
- Centralized delivery control
Where agencies feel the difference
The operational problems of running a team are different from the problems of a solo agent. These are the parts that matter at team scale.
Centralized account management
States, delivery days and volume are managed from the account rather than assembled from individual agent inboxes.
Consistent lead standard
Every record your producers receive follows the same capture, SMS OTP verification and qualification standard, so quality is not producer-dependent.
Delivery visibility
Order history and remaining balance are visible in the Tracker, so you can see what has been purchased and what is still to be delivered.
Pipeline tracking
Statuses, call notes, follow-ups and appointments live with the lead, giving managers a real record of what happened rather than a verbal update.
CRM integration
Agencies running GoHighLevel can have assigned leads pushed into GHL as contacts and opportunities in the pipeline and stage you configure.
Rolling Broker Buddy out to a team
Define coverage
Decide which states the agency wants leads from and how much daily volume the floor can genuinely absorb.
Set delivery rhythm
Match delivery days to when producers are staffed, so records are not arriving into an empty room.
Connect your stack
Work leads in the Broker Buddy Tracker, or connect GoHighLevel so leads land in the pipeline your team already uses.
Review and adjust
Use balance, order history and pipeline status to adjust volume and states as the team's capacity changes.
Nothing here changes how a producer works a lead — see the agent workflow for what an individual seat looks like day to day.
Lead generation supply, not a one-time list
Agency lead generation fails most often on consistency: a good month of supply followed by a month of scraping. Broker Buddy leads arrive continuously under the preferences you set, and the balance and refill controls let you adjust supply in the same place you monitor it.
Volumes are approximate and depend on state availability. Broker Buddy does not guarantee sales, contact rates or return on spend.
Agency questions
Can an agency control how many leads arrive per day?
Yes. Approximate daily volume, states and delivery days are account preferences and can be changed as staffing changes. Volumes are approximate and depend on state availability.
Are agency leads exclusive?
Yes. Each lead is delivered to a single Broker Buddy account and is not resold or recycled as aged data.
Can leads flow into our existing CRM?
GoHighLevel is currently supported. Assigned leads can be pushed to GHL as a contact and opportunity in the pipeline and stage you configure.
How do we scale up or down?
Adjust volume and refill from the Tracker. There is no separate procurement cycle for adding more leads.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.