1. Build your order
Choose how many leads you want and the states you are licensed in. Pricing is per lead and shown before you check out.
For individual agents
Life Insurance Leads for Agents Who Sell Their Own Book
Broker Buddy is built for the licensed agent buying leads for themselves: exclusive, SMS OTP-verified General Life leads, delivered on your states, your volume and your days, into a tracker you can work from the first dial.
- No CRM required
- Exclusive to you
- Refill when you're ready
From purchase to first dial
The whole path takes minutes, and nothing is gated before you see pricing.
2. Verify your account
Confirm your phone with a one-time code and create your Broker Buddy customer account.
3. Complete setup
First-time customers answer a short onboarding questionnaire covering licensing, states and delivery preferences.
4. Start receiving leads
Your Tracker account is created automatically and leads begin flowing under your preferences — often within the first hour.
Your day, your settings
Solo agents lose more business to timing than to objections. These controls exist so lead flow matches the hours you actually have.
Volume that fits your calendar
Set an approximate daily volume you can actually call. Fewer leads worked properly beats a pile you never get through.
State preferences
Only receive records from states on your license. Update the list whenever your licensing changes.
Delivery days
Switch delivery off for days you are not selling so leads are not aging overnight.
SMS lead alerts
A text hits your phone the moment a lead is assigned, so speed to lead does not depend on you refreshing a tab.
Notes, follow-ups, appointments
Log the call where the number lives. Every open lead can carry a next follow-up date so nothing quietly disappears.
Balance and refills
Your remaining lead balance is visible in the Tracker, and you can refill from the same screen when you are ready.
Working a lead in the Tracker
Each lead opens with a large phone number and a one-click copy, the state and coverage context the consumer provided, and space to log the call as it happens. Set a follow-up date before you close the record, and the lead comes back to you instead of sinking.
For a cadence that works, read our guide on how fast to call a new lead.
Running an agency instead?
If you are distributing leads across producers, the agency lead platform page covers team-level purchasing and oversight.
Agent questions
Do I need a CRM already?
No. Every lead is delivered into the Broker Buddy Tracker, which includes the phone number, qualification record, notes, follow-ups and appointments. If you already use GoHighLevel, leads can be pushed there as well.
Can I pause or change my volume?
Yes. Volume, states and delivery days are preferences on your account and can be adjusted.
Are leads shared with other agents?
No. Each lead is delivered exclusively to one agent and is not resold or recycled as aged data.
What if I run out of leads mid-week?
You can refill from the Tracker at any time. Your existing preferences carry over.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.