Consumer sees an ad
A prospect actively searching for life insurance protection engages with a Broker Buddy campaign.
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.
SMS OTP VerifiedReal-Time DeliveryExclusive LeadsNever ResoldNo Aged ListsFull Qualification DataNationwide CoverageBuilt for Life Insurance AgentsSMS OTP VerifiedReal-Time DeliveryExclusive LeadsNever ResoldNo Aged ListsFull Qualification DataNationwide CoverageBuilt for Life Insurance Agents
Interactive lead journey
Follow a lead from first click to first call.
Stage 1 / 8
Completes questionnaire
They answer the General Life questionnaire covering coverage needs, health, and household details.
Verifies phone via OTP
A 6-digit SMS code is sent. The submission cannot complete without entering it.
Broker Buddy receives lead
The record is validated, normalized, and time-stamped the moment it lands.
Lead Engine matches the agent
States, delivery preferences, balance, and eligibility determine the correct agent.
Lead enters Broker Buddy CRM
The full qualification record populates automatically — no imports, no spreadsheets.
Agent receives notification
SMS and in-app alerts fire so the lead is worked while attention is highest.
Agent calls the prospect
One-click copy phone, call notes, follow-ups, and appointments live on the same screen.
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.
(512) 4••-••••
SMS code sent · expires in 10:00
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•
•
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Awaiting verification
Lead eligible for delivery →
- 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.
01
Consumer
Completes the General Life questionnaire and verifies their phone.
02
Broker Buddy
Receives, validates, matches, and routes the lead.
03
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.
Broker Buddy CRM · New LeadLIVE
Marcus Whitfield
(512) 4••-••••OTP Verified
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
New lead received: Marcus Whitfield, TX, age 42.
Broker Buddy CRM
Marcus Whitfield
(512) 4••-••••
Texas · Age 42 · Term Life
Notifications
Know the Second a Lead Arrives.
Agents can receive immediate SMS and in-app notifications the moment a new lead is delivered — then work it straight from Broker Buddy CRM.
Included CRM
Your Leads Already Have a Home.
Broker Buddy CRM is included with Broker Buddy lead purchases.
Broker Buddy CRM
Balance: 46 leadsRefill
New leads
Marcus Whitfield
(512) 4••-••••
TX · Age 42
Danielle Ortega
(305) 8••-••••
FL · Age 36
Raymond Cole
(678) 2••-••••
GA · Age 51
Marcus Whitfield
(512) 4••-••••
Status
New
Follow-up
Today
Appointment
Set
Call notes
Spoke with prospect — reviewing coverage options
- New leads populate automatically
- Large phone number display
- One-click Copy Phone
- Lead information
- Call Notes workspace
- Follow-ups
- Appointments
- Lead status
- Order balance
- Refill station
- SMS lead alerts
- Order history
No complicated CRM setup. No manual imports. Your leads show up ready to work.
Start Receiving LeadsExclusivity
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
Traditional listsBroker Buddy
Getting started
From Order to First Lead
1
Build Your Order
Choose your quantity and states.
2
Verify Your Account
Create or log into your Broker Buddy customer account.
3
Complete Your Setup
First-time customers answer a short onboarding questionnaire.
4
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.