Sell more policies per client.
To new and existing clients alike.
MyBundlePro is the interactive Point-of-Sale app built by an agent, for agents. Plug it into your GoHighLevel — or use it standalone — and turn every appointment into a multi-policy conversation.
No credit card required.
You're leaving money on the table.
You know it. We do too.
You spend hours getting a Medicare client across the finish line. Then you move on — leaving Hospital Indemnity, Cancer/Heart/Stroke, Dental, and Home Health on the table. Not because you don't want to sell them. Because you don't have a system that makes the cross-sell easy during the appointment.
That's what MyBundlePro fixes.
See it in action.
From the kitchen table to the client's mailbox.
A quick walkthrough — about 2 minutes.
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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
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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
Three steps. That's the whole pitch.
Pull the lead
Already in your GHL? MyBundlePro pulls their info automatically. Not in your CRM yet? MyBundlePro creates the contact and pushes it back. Two-way sync, zero double entry.
Bundle the right products
Your carriers, your products, your branding. During a Medicare appointment, present compliant add-ons like Hospital Indemnity, Cancer/Heart/Stroke, Dental, and Home Health. Plant the seed for life and final expense — then come back in 48 hours to close those.
Close more, retain longer
Multi-policy clients stay 3x longer than single-policy clients. Bundle once, get paid for years.
Built to make every conversation a cross-sell.
Two-Way GHL Sync (Per User)
Each agent connects their own GoHighLevel — perfect for independent contractors, FMOs, and downlines where every agent has their own (often white-labeled) CRM. Pull lead data into your bundle quote, then push closed policy info back automatically.
Works Without GHL Too
No CRM yet? No problem. MyBundlePro stands alone. Add CRM integration when you're ready.
Your Carriers, Your Products, Your Branding
Configure the carriers you actually write with. Display the products you sell. Use your own logos so clients see your agency, not ours.
Built for the Medicare Appointment
MyBundlePro respects what you can and can't sell during an SOA-bound Medicare appointment. Compliant add-ons are front-and-center. Life and final expense are queued for the follow-up appointment — exactly the way CMS requires.
Increase Revenue Per Client
One client with one policy = one commission. One client with three policies = three commissions and a stickier book of business. MyBundlePro makes the second scenario the default.
Loyal Clients, Less Churn
Industry data is consistent: clients with multiple policies stay dramatically longer than single-policy clients. Bundling isn't just bigger commissions today — it's renewal income for the next decade.
Pays for itself with one cross-sell.
All plans include a 14-day free trial. No credit card required to start.
Solo Agent
For independent agents
or $470/yr — save 20%
- 1 user
- Unlimited clients
- Full GHL integration
- All carriers, all products
- 14-day free trial
Agency
For small agencies (2–10 agents)
or $1,910/yr — save 20%
- Up to 10 users
- Each user connects their own GHL
- Team dashboard
- Priority email support
Agency Plus
For growing agencies (11–25 agents)
or $3,830/yr — save 20%
- Up to 25 users
- White-label branding
- Custom carrier configurations
- Priority phone support
Enterprise
For FMOs and large agencies (25+ users)
Contact us for pricing
- Unlimited seats
- Full white-label
- Dedicated account manager
- Custom integrations
Questions agents always ask.
Do I need GoHighLevel to use MyBundlePro?+
If I'm on the Agency or Agency Plus plan, do all my agents share one GHL?+
Which carriers does it support?+
Is it CMS-compliant for Medicare appointments?+
How long does setup take?+
Can I cancel anytime?+
Hi, I'm Tommy.
I've been writing Medicare, life, and health policies in central Arkansas since 2003. I built MyBundlePro because I was tired of leaving money on the table at every appointment — and I knew other agents felt the same way.
This isn't a venture-backed startup tool. It's the system I use in my own agency every week. If something doesn't work, I feel it before you do.
Read my full storyStop quoting one policy. Start bundling.
14 days free. No credit card to start. Cancel anytime.
If you've ever finished an appointment — in your office, on a kitchen table, on the phone, or over video — and thought "I should've offered them a Hospital Indemnity plan," MyBundlePro is the tool you've been waiting for.
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