14-day free trial. No credit card required.

Pricing built for working agents.

One cross-sell pays for the entire year. Pick the plan that fits your team — change it any time as you grow.

See it in action.

From the kitchen table to the client's mailbox.

A quick walkthrough — about 2 minutes.

Click to enlarge

Step 1

Build it together.

Customize bundles live, side-by-side with your client. Adjust carriers, premiums, and plan details right in the appointment — no flipping between tabs, no paper quotes, no guessing.

  • Carrier dropdowns next to every plan
  • Editable premiums update totals in real time
  • Mark the client's chosen plan with one click

Click to enlarge

Step 2

Client takes it home.

A polished, branded PDF every client walks away with. Your agency info, the chosen plan stamped clearly, and the required Medicare disclaimer — all in one professional document.

  • Branded with your agency name and contact info
  • Chosen plan marked with a visible stamp
  • CMS-compliant disclaimer auto-included

Solo Agent

For independent agents

$49/mo

or $490/yr — 2 months free

  • 1 user
  • Unlimited clients
  • Full GoHighLevel integration
  • All carriers, all products
  • Custom branding
  • CMS-compliant workflows
  • Email support
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MOST POPULAR

Agency

For small agencies (2–10 agents)

$199/mo

or $1,990/yr — 2 months free

  • Up to 10 users
  • Each user connects their own GHL
  • Team dashboard
  • Roll-up reporting
  • Everything in Solo
  • Priority email support
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Agency Plus

For growing agencies (11–25 agents)

$399/mo

or $3,990/yr — 2 months free

  • Up to 25 users
  • White-label branding
  • Custom carrier configurations
  • Custom product configurations
  • Everything in Agency
  • Priority phone support
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Enterprise

For FMOs and agencies (25+ users)

Custom

Contact us for pricing

  • Unlimited seats
  • Full white-label
  • Custom integrations
  • Dedicated account manager
  • SLA & priority support
  • Onboarding & training
Contact Sales

All plans include a 14-day free trial. No credit card required to start.

Compare plans side-by-side.

Everything you need to pick the right fit.

FeatureSoloAgencyAgency PlusEnterprise
Users1Up to 10Up to 25Unlimited
Each user connects own GHL
Unlimited clients
All carriers, all products
CMS-compliant workflows
Custom branding (your logo)
Team dashboard & roll-up reporting
White-label (remove MyBundlePro branding)
Custom carrier/product configurations
Custom integrations
Dedicated account manager
Priority phone support
Email support

14-day free trial. Then 30-day money-back guarantee.

Try MyBundlePro free for 14 days — no credit card required. If you decide to stay and change your mind in the first 30 days, we'll refund your payment in full. No hoops, no questions, no hard feelings.

Pricing questions agents ask.

What happens after the 14-day trial?+
On day 14, you'll be prompted to choose a plan and add a payment method. If you don't, your account simply pauses — no automatic charges, no surprises. You can always pick up where you left off.
Can I switch plans later?+
Yes, anytime. Upgrade as you add agents to your team, or downgrade if you scale back. Changes take effect on your next billing cycle, and we prorate everything fairly.
What does 'each user connects their own GHL' actually mean?+
In real insurance agencies, agents are usually 1099 contractors with their own books of business — and often their own white-labeled GoHighLevel CRM. MyBundlePro respects that. Every user authenticates their own GHL, syncs their own pipeline, and owns their own data. Agency owners still get visibility through team-level reporting.
How much do annual plans actually save?+
When you choose annual billing, you get two months free. For example, Solo Agent is $49/month or $490/year — that's $40.83/month effectively. The savings get bigger as you move up the plans. Pay annually and you're paying for 10 months instead of 12.
Are there per-transaction or per-quote fees?+
No. The price you see is the price you pay. Quote unlimited bundles, manage unlimited clients — your subscription covers everything.
What if I'm a Solo agent today but I add team members later?+
Just upgrade to the Agency plan when you're ready. Your data carries over seamlessly. No migration headaches.
Do you offer discounts for IMOs, FMOs, or large agencies?+
Yes. Enterprise pricing is volume-based and tailored to your structure. Contact us and we'll work out a plan that fits.
What's the cancellation policy?+
Cancel anytime from your dashboard, no questions asked. No long-term contracts. If you cancel mid-cycle, you keep access until the end of the period you've already paid for.
Can I get a demo before I sign up?+
Absolutely. Most agents jump straight into the free trial — but if you'd rather see it walked through first, request a demo on our Contact page and we'll set up a live walkthrough.
Is there an affiliate or referral program?+
A formal affiliate program is launching soon for agents who want to earn ongoing recurring revenue by referring MyBundlePro. Sign up for early access on the homepage.

Pick a plan. Start the trial. Sell more policies.

14 days free. No credit card. Cancel anytime.

Start My Free Trial