Legal
Privacy Policy
This policy explains what information Broker Buddy collects from consumers and agents, and how that information is used.
Information consumers provide
Consumers completing the General Life questionnaire provide contact details and qualification information such as state, ZIP, age, coverage interest, household and health details, and reason for coverage.
Phone verification
A 6-digit one-time passcode is sent by SMS to the phone number provided. The submission cannot be completed without verifying that number. Verification status is stored with the lead record.
How lead information is used
Verified lead records are matched and delivered exclusively to one licensed agent based on state, delivery preferences, balance, and eligibility, and are made available in Broker Buddy CRM for that agent.
Agent account information
Agents provide contact details, licensed states, delivery preferences, and billing information required to fulfil orders and send SMS and in-app lead alerts.
Data sharing
Broker Buddy does not resell delivered leads. Information is shared only with service providers necessary to operate the platform, such as messaging and payment processors, and where required by law.
Security and retention
Information is retained for as long as needed to operate accounts, support delivery and refills, and meet legal obligations, and is protected with access controls appropriate to its sensitivity.
Your choices
Consumers may request removal of their information, and agents may update delivery preferences, pause delivery, or close their account by contacting Broker Buddy.