Bundle Village isn’t a health CRM with a life add-on, or the other way round. Each vertical below ships as its own pipeline, with the follow-up campaigns and automations written for how that product actually sells. Run one, or run all six side by side.
On your setup call, tell us which verticals you sell and they’re loaded into your workspace. Need another later, request it from the support center and it’s live within a business day.
Individual and family health coverage outside the marketplace. Leads shop around and submit at odd hours, so the setter answers in the first minute and the pipeline carries them from quote to enrollment, renewal and review.
Built around: fast first response, enrollment windows, the annual review.
Small whole life coverage built to pay for funeral and end-of-life costs, so families aren’t left with the bill. A short sales cycle that rewards the agent who calls back first and stays in touch.
Built around: speed to lead, simple next steps, gentle long-term follow-up.
Life insurance structured to cover the mortgage if the homeowner passes away, keeping the family in their home. The trigger is a new mortgage, so timing and a clear reason to talk matter most.
Built around: new-homeowner timing, the protection conversation, the review when the loan changes.
Straightforward coverage for a set number of years: higher benefit, lower premium, ideal for income replacement. Most of the work is education and a booked appointment, then a conversion conversation before the term ends.
Built around: booked appointments, family milestones, the end-of-term review.
Permanent life insurance with a death benefit plus cash-value growth linked to a market index, with a floor that limits market-driven losses (subject to caps and product terms). A longer, more educational sale.
Built around: nurture over weeks, illustration follow-ups, the annual policy review.
Products that turn savings into a predictable income stream backed by the issuing insurer, often used to build steady retirement cash flow. Trust is the whole sale, so the follow-up is patient and consistent.
Built around: multi-touch nurture, scheduled reviews, referrals from happy clients.
Each vertical drops a complete, ready-to-run system into your workspace. Nothing to import, nothing to configure before it works.
Your account holds every vertical you sell side by side, each with its own pipeline and campaigns, so a health client who now needs life coverage moves into the right system without a new spreadsheet.
The workspace with your verticals already built, the onboarding course and a live setup call — for $97 a month. Cancel anytime.
Already a customer? Request another vertical and it’s loaded within one business day.
