We don't build features that look good in a demo. We build the workflows that move policies in your real appointments — Medicare, health, ancillary, life, and final expense.
Quoting one product is easy. Bundling four — Medicare, Hospital Indemnity, Cancer/Heart/Stroke, Dental — without making the appointment feel like a sales pitch is hard. MyBundlePro is the workflow that solves it.
Walk a client through their full coverage picture in one screen. Add or remove products live. Watch monthly totals update as you talk. The visual structure does the cross-sell work for you.
Stop opening a new portal for each carrier. Enter the client's information once — MyBundlePro pre-fills every product's application with the data already collected.
During a Medicare appointment, you can't pitch life or final expense — but you can plant the seed. MyBundlePro automatically queues a 48-hour follow-up so you come back in compliantly and close the second appointment.
No per-quote fees. No client caps. Quote a hundred bundles in a day if you have a hundred appointments — the price doesn't change.
Every fall when the new contract year drops, your existing client bundles update with the new plan options. No starting over. Your renewal conversations get easier, not harder.
Already have a Medicare book? Import them in batch and start cross-selling immediately. Most agents find five to ten under-bundled clients in their first hour.
MyBundlePro is a platform, not a template. Configure it once with the carriers you actually write with, and the tool molds itself to your agency — not the other way around.
Write with one carrier or twelve. Add the carriers you're appointed with, leave the rest off. We don't pick favorites and we don't play favorites.
Decide which Hospital Indemnity, Cancer/Heart/Stroke, Dental, Vision, Final Expense, and Life products show up. Hide products you don't sell. Add carrier-specific notes for your team.
Add your logo, your colors, your agency name. When clients see the bundle, they see your agency — not ours. Available on every paid plan, including Solo Agent.
Remove every trace of MyBundlePro branding. Your URL. Your name. Your visual identity. Perfect for agencies and FMOs who want a fully owned-feeling tool.
Two-way sync, per-user. The way insurance agencies actually operate — not how software companies wish they did.
Pull contacts FROM GoHighLevel into your bundle quote. Push appointment notes, signed forms, and policy details BACK to GHL. No double entry. No copy-paste. No forgotten updates.
On Agency, Agency Plus, and Enterprise plans, every user connects their own GoHighLevel — including white-labeled versions from FMOs. Agents own their books. Owners get team-level visibility.
About 10% of our agents don't use GoHighLevel. MyBundlePro works perfectly without it. Add CRM integration later when you're ready — your existing data comes with you.
Salesforce, HubSpot, AgencyBloc, Radiusbob, and Sunfire are on our roadmap. Tell us which one you use — we prioritize based on customer requests.
Built by an agent who reads the Final Rule himself — not by a software company that asks their lawyer afterward. Compliance is a feature here, not an afterthought.
The 48-hour SOA waiting period still applies to most pre-scheduled appointments in 2026. But CMS already exempts walk-ins and inbound calls — and that's exactly where most agents currently lose time to paper SOAs.
MyBundlePro's digital SOA is built for those exception cases now: a client walks in or calls, you send a digital SOA in 30 seconds, they sign on their phone, and you're ready to start the appointment — fully compliant, fully documented.
Then on October 1, 2026, when CMS eliminates the 48-hour rule entirely, the same workflow extends to every appointment. No software update on your end. No surprises. No compliance gap.
A client walks into your office or calls you. Send them a digital SOA via text or email. They sign on their phone. The signed PDF is automatically attached to their record and pushed to your GHL. Fully compliant with CMS exception rules.
For pre-scheduled appointments, MyBundlePro tracks the 48-hour countdown automatically. Try to start an appointment before the SOA has aged 48 hours, and the system flags it. No accidental violations — even at year-end when AEP gets hectic.
During a Medicare appointment, life and final expense are off the table. MyBundlePro's product visibility is automatically restricted by the active SOA scope. You can't accidentally cross the line during a kitchen-table conversation.
Every SOA, every appointment, every policy — timestamped, signed, and archived. If you're ever audited (by CMS, your FMO, or a carrier), the documentation is one click away.
Once CMS eliminates the 48-hour waiting period for marketing year 2027, the same digital SOA workflow extends to every pre-scheduled appointment. Collect at the kitchen table, start the appointment immediately.
Starting October 1, 2026, agents can collect SOAs at educational events. MyBundlePro will handle the workflow: scan QR code → digital SOA → automatic tagging in your CRM. Walk out of your dinner seminar with appointment-ready SOAs already in hand.
Not vanity dashboards. The reports that tell you where your next commission is hiding and which agents are crushing it.
What percentage of your appointments end with a multi-policy bundle? Track it weekly, monthly, by agent. Know what works.
Show me clients with one policy. Show me clients with three. Watch the second number grow as you work the tool.
See every agent's pipeline, conversion rate, and policy count in one screen. Coach the team based on real data, not gut feeling.
Pull a list of every client whose Medicare plan changed this year. Pull the list of single-policy clients you haven't re-touched. The reports queue your next 30 phone calls.
The interactive Point-of-Sale view your client sees on the kitchen table is the same one that closes the appointment.
Turn the screen toward the client. They see the comparison live. Multi-policy savings become visible — not hypothetical.
The follow-up email contains a link to a mobile-friendly summary of what they signed up for. They can show their spouse later. Reduces buyer's remorse cancellations.
Where carrier rules allow, sign applications digitally on the spot. Where wet signatures are required, MyBundlePro generates clean paper packets pre-filled with the client's data.
Every appointment ends with a one-page summary PDF — branded with your agency. Email it, text it, print it. Clients keep it and reference it months later.
MyBundlePro updates monthly. Every active subscriber automatically gets every new feature — no upgrades, no add-on fees.
When CMS eliminates the 48-hour rule, our existing walk-in/inbound SOA workflow extends to every appointment type. See the Compliance section above.
QR code → digital SOA → CRM tag. Walk out of your seminar with SOAs already in hand for follow-up appointments.
Refer agents, earn ongoing revenue. Sign up for early access on the homepage.
For agencies that have outgrown lighter CRMs.
Real-time plan availability checks for selected carriers — no more bouncing between portals.
The web app is already mobile-friendly. Native apps will add offline mode for rural appointments with spotty cell service.
14 days free. No credit card. Set up in under 30 minutes.