Captured with intent
A consumer looking for life insurance protection completes the General Life questionnaire covering coverage need, age band, health context and household details.
Life insurance leads
Qualified Life Insurance Leads for Agents & Agencies
Broker Buddy is a life insurance lead delivery and management platform for independent agents and agencies. Every General Life lead is exclusive, SMS OTP verified and delivered in real time into the Broker Buddy Tracker.
- Exclusive delivery
- SMS OTP verified
- Real-time
- Full qualification data
What Broker Buddy is
Broker Buddy generates General Life leads, verifies the consumer's phone number, and routes each record to a single licensed agent. Instead of emailing you a file, it delivers the lead into a working system: the Broker Buddy Tracker, where the phone number, qualification data, notes and follow-ups live together.
The General Life questionnaire is intentionally broad, so the conversation can go wherever the prospect's needs and suitability lead — term, whole life, final expense and other products can all come out of the same intent, subject to what is appropriate for that consumer.
How leads are generated, verified and delivered
Every lead moves through the same path before it reaches an agent.
Phone verified by SMS OTP
A six-digit code is sent to the number entered. The submission cannot complete until the consumer types it back, so mistyped and fake numbers do not reach you.
Validated and matched
The record is normalized and time-stamped, then matched to an agent by licensed states, delivery preferences, remaining balance and eligibility.
Delivered in real time
The full qualification record populates in your Broker Buddy Tracker automatically. No CSV exports, no imports, no spreadsheets.
You are notified immediately
An SMS alert and an in-app notification fire on assignment so the lead is worked while consumer attention is highest.
Worked in one place
Phone number, qualification data, call notes, follow-ups, appointments and status all live on the same screen as the lead.
You control states, volume and delivery days
Lead flow should match your week, not the other way around. Three settings do most of the work.
Your states
Receive leads only from states where you are licensed and want to write business. Change your selection as your licensing changes.
Your volume
Set an approximate daily lead volume that matches the time you actually have to call. Volumes are approximate, not guaranteed.
Your delivery days
Turn delivery on for the days you work and off for the days you do not, so records are not sitting overnight.
Volumes are approximate and depend on state availability. Nothing on this page is a guarantee of sales, contact rate or return.
The Broker Buddy Tracker
The Tracker is where leads land and get worked. New leads populate automatically with a large, one-click-copy phone number, the full qualification record, call notes, follow-ups, appointments, lead status, your remaining balance and a refill station. Order history and SMS lead alerts are included.
If you already run your pipeline elsewhere, see the GoHighLevel integration.
Who Broker Buddy is for
Independent life insurance agents buying their own leads, and agencies distributing leads across a team. Read more about life insurance leads for agents or life insurance leads for agencies.
Common questions
What is a qualified life insurance lead?
For Broker Buddy, it is a consumer who completed the General Life questionnaire and verified their phone number with an SMS one-time code, delivered with the full set of qualification fields they answered. Qualified describes the completeness and verification of the record — it is not a prediction that the consumer will buy.
Are Broker Buddy leads exclusive?
Yes. Each lead is delivered to one agent and is not resold or recycled later as aged data.
How quickly do leads arrive?
Leads are delivered in real time as they are matched. New customers can receive a first lead in as little as one hour after activation, depending on state availability and your delivery settings.
Can I choose the states I receive leads from?
Yes. You select your states when you build your order and can adjust them from your account.
Can I choose my delivery days?
Yes. Delivery days are part of your preferences and can be changed.
Where do the leads go?
Into the Broker Buddy Tracker automatically. If you run your business in GoHighLevel, assigned leads can also be pushed into GHL as a contact and opportunity.
What happens to an unused lead balance?
Your remaining balance stays on your account and continues to be delivered under your current preferences. You can refill at any time from the Tracker.
Your Next Lead Could Be an Hour Away.
Choose your states, choose your volume, and let Broker Buddy handle the rest.