We're building the tool we wished existed for every kind of appointment.

I got my insurance license in 2003 and started writing policies as a solo independent agent at a local Arkansas agency. Six years of appointments, referrals, and learning what actually works.

In January 2010, a publicly traded life insurance company hired me to launch and lead a brand new final expense division. I spent the next twelve years recruiting, training, and scaling that team — eventually working with more than 12,000 agents across the country. I learned what separates successful producers from struggling ones, what makes agencies grow, and what makes them stall.

In March 2022, I left to start my own agency in Conway, Arkansas — back to writing policies myself. Today my focus is Medicare, health, life, and long-term care for seniors and families. Most of my appointments now happen in the office with my screen mirrored to a TV the client can see. Some are still on the kitchen table. Some are on the phone. Some are at dinner seminars. Some are over video.

Twenty-three years has taught me two lessons that the rest of the industry is too quiet about:

Cross-selling Medicare clients into Hospital Indemnity, Cancer/Heart/Stroke, Dental, Home Health, life, and final expense isn't nice-to-have — it's what separates a flat year from a great one. It's what builds a book of business that actually compounds. And it's what protects the client, not just the producer.

The most successful appointments I've ever run weren't the ones where I talked the most. They were the ones where the client could see what I was showing them — on a TV mirrored from my laptop, on a tablet I handed across the table, on a screen during a video call. When the comparison is visible side-by-side, the cross-sell stops feeling like a pitch and starts feeling like clarity.

But the existing software didn't make that easy. The CRMs were built by engineers who don't understand SOAs. The quoting tools were built for someone's first day on the job, not their thousandth appointment. The cross-sell workflows? They mostly didn't exist. And nothing was designed to be shown to the client in real time.

So at every appointment, I'd juggle paper forms and three different carrier portals while trying to read the room. I'd know I should be showing Hospital Indemnity right now — but the workflow for offering it was just clunky enough that I'd skip it. Every time I skipped it, I left commission on the table and left the client under-protected.

Eventually I got tired of it. I built the tool I wished existed. I tested it on my own clients. I refined it based on what actually worked when the screen was turned toward the client. I added the GoHighLevel sync because that's what 90% of my agent friends were already using. I built the compliance workflows around the SOA rules because I'd read every Final Rule myself.

Then I let other agents try it. They liked it. They started asking if they could keep using it. Eventually enough of them asked that we made it a real product.

That's MyBundlePro. It's the tool I use every week with my own clients — now available to other agents who want to make every appointment visual, interactive, and built around the client's whole picture.