PBG Copilot
Insurance first

The AI Operating System for High Ticket Sales

The complete AI operating system for insurance agents. One system carries you from your first lead to a client for life: leads, live coaching, quoting, submission, and everything after.

Chat PBGYour sales copilot
Chat PBG, the PBG Copilot mascot

From your first lead to a client for life.

The complete AI operating system for insurance agents. Eight connected steps, one system carrying you through all of them. Tap any step to see what is inside.

The Stack

Product lines we build and own.

Tap any mark to see what it is.

Pricing

The platform to take your telesales game to the next level.

Live call copilot, carrier submission, AI business card, client gifting, and pipeline in one subscription.

Pick the pricing that works for you.
One time onboarding fee $500 waived
Free for every plan during pre launch.
Annual on Core and Growth is 12 months for the price of 10, save 17%
Swipe to compare all plans
Usage base Unlimited
Compare the plans  
Flex
$350per month
Sign up 		 
Flex Pro
$850per month
Sign up 		 
Core
$850per month
Sign up 		Most complete
Growth
$1,350per month
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Live coaching ✓ ✓ ✓ ✓
Underwriting ✓ ✓ ✓ ✓
Multi carrier quoting ✓ ✓ ✓ ✓
Carrier submission ✓ ✓ ✓ ✓
CRM and pipeline ✓ ✓ ✓ ✓
Automations ✓ ✓ ✓ ✓
English and Spanish ✓ ✓ ✓ ✓
Texts and WhatsApp Free Free Free Free
Email Free Free Free Free
AI minutes and phone numbers Pay per use Pay per use Unlimited Unlimited
Verified credential ✓ ✓ ✓ ✓
AI business card ✓ ✓
Care access ✓ ✓
Done for you ads ✓ ✓
Featured Marketplace placement ✓
Support Email Email Dedicated person Dedicated person
Start today Sign up Sign up Sign up Sign up
Flex and Flex Pro are monthly only. Core and Growth can be paid annually, 12 months for the price of 10. Texts, WhatsApp, and email are always free by design.
Pre launch offer Founding pricing, locked for life. Month to month, no long term contract. No future price increases.

Per use rates

On a usage plan you only pay for what you actually use, on top of your Flex or Flex Pro base. These are the rates. No cap, no ceiling, no surprises.

AI minute
Live AI coaching, transcription, recording, and evidence capture during a real human call.
$0.15
per minute of live call
Texts and WhatsApp
You send from your own phone, so there is nothing to bill. The platform never charges per text.
Free
by design, on every plan
Email
Every email sends from your own connected mailbox, from your own address.
Free
no per email charge
Phone number
One number per state you are licensed in.
$2.80
per number, per month
Screen shares
Share your screen with a client on any call.
Included
no charge, on every plan
Usage is never capped. You are billed for exactly what you consume, on the unlimited plans usage is never billed at all.
Texts, WhatsApp, and email are free by design. Other platforms bill you for every message; PBG Copilot sends from your own phone and your own mailbox, so that money stays in your pocket.

A better AI minute

Your $0.15 AI minute is live coaching, transcription, recording, and evidence during a real human sales call. You stay the licensed professional and the final decision maker.

For comparison: GoHighLevel Voice AI is about $0.163 per minute for a bot that answers the phone.

When does a flat plan cost less?

You chose usage, so you know the rates and there are no surprises. When your monthly usage passes about $500, a flat plan (Core or Growth) costs the same or less, with no ceiling on either side. That is roughly 3,300 live call minutes a month.

On every plan, you always pay your own ad spend. Done for you ads means we become your marketing agency and run your campaigns on autopilot with AI.

Do you own an agency and want agency pricing?

Put your whole team on PBG Copilot on one account, billed to the agency with a clear breakdown per agent.

A minimum of 10 accounts applies.