How it works
Every step from consumer intent to your first dial.
Broker Buddy handles capture, verification, validation, matching, routing, and delivery so the first thing you do with a lead is call it.
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
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.
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.
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.
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
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.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.