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.
Prices for
One time sign up fee $500
Charged once when you start, on either plan, on top of your first month.
Pay per use Unlimited
Compare the two plans  
Flex
$420per month
Sign up 		Most complete
Core
$990per month
Sign up
Live coaching ✓ ✓
Underwriting ✓ ✓
Multi carrier quoting ✓ ✓
Carrier submission ✓ ✓
CRM and pipeline ✓ ✓
Automations ✓ ✓
English and Spanish ✓ ✓
Texts and WhatsApp Free Free
Email Free Free
AI minutes and phone numbers Pay per use Unlimited
Verified credential ✓ ✓
AI business card ✓
Care access ✓
Done for you ads Add on Add on
Featured Marketplace placement ✓
Support Email Dedicated account manager
Start today Sign up Sign up
Flex is monthly only, because usage is billed in the month you use it. Texts, WhatsApp, and email are always free by design.
Month to month. No long term contract, cancel whenever you want.
Add ons

Everything else is optional.

You pick one plan. These are bought separately, only if you want them, and none of them is folded into a plan price.

Per use rates

On Flex you only pay for what you actually use, on top of your 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
Your first number is included in every plan. After that, one number per state you are licensed in.
$2.80
per extra 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 Core 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 $570, Core costs the same or less, with no ceiling on either side. That is roughly 3,800 live call minutes a month.

Done for you ads is an add on, never part of a plan price, and you always pay your own ad spend separately.
For agencies

Put your whole team on one account, at agency rates.

Your agency rates are already on the table above. These two seats exist for an agency that wants the ads bundled onto the seat instead of bought separately.

Flex Pro
$840per month
per seat, plus usage

The Flex seat with done for you ads already on it, for an agency that wants its campaigns run for it.

Growth
$1,380per month
per seat, unlimited usage

The Core seat with done for you ads and featured Marketplace placement already on it.

  • A minimum of 10 accounts applies.
  • One bill to the agency, with a clear breakdown per agent.
  • The one time sign up fee of $500 is charged on every seat.
  • Every add on is priced the same for an agency, except done for you ads, which is $1,200 a month at the agency level.
  • If your agency already has a signed rider, your rates are the ones on that paper and they never increase. This list does not replace them.